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Nuveen ESG Dividend ETF

24 hedge funds and large institutions have $20.4M invested in Nuveen ESG Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

20% more funds holding

Funds holding: 2024 (+4)

9% more capital invested

Capital invested by funds: $18.6M → $20.4M (+$1.75M)

3.42% less ownership

Funds ownership: 58.16%54.74% (-3.4%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
CGC Financial Services
Oregon
$5.93M +$114K +3,873 +2%
BDFN
2
Bond & Devick Financial Network
Minnesota
$5.25M +$184K +6,248 +4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.96M +$517K +17,580 +22%
EI
4
eCIO Inc
Wisconsin
$1.48M +$212K +7,225 +17%
DE
5
Diversified Enterprises
Delaware
$985K +$14.2K +483 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$538K +$71.9K +2,445 +16%
TRCT
7
Tower Research Capital (TRC)
New York
$534K +$450K +15,308 +584%
MAC
8
Mason & Associates (California)
California
$495K +$488K +16,591 New
NI
9
Natural Investments
California
$404K +$424K +14,410 New
TLFA
10
True Link Financial Advisors
California
$355K -$50K -1,700 -12%
PA
11
Prism Advisors
California
$245K
HighTower Advisors
12
HighTower Advisors
Illinois
$235K +$1.47K +50 +0.6%
P
13
&Partners
Tennessee
$229K
MF
14
Montis Financial
Massachusetts
$201K +$198K +6,738 New
KAS
15
Kestra Advisory Services
Texas
$173K +$170K +5,800 New
BA
16
Blueline Advisors
New Hampshire
$104K +$102K +3,487 New
QWM
17
Quaker Wealth Management
New Jersey
$86.7K +$118 +4 +0.1%
GA
18
GoalVest Advisory
New York
$56.6K -$231K -7,843 -81%
Osaic Holdings
19
Osaic Holdings
Arizona
$41.7K +$14.8K +503 +56%
AA
20
Addison Advisors
Vermont
$38.9K -$735 -25 -2%
ACA
21
Aptus Capital Advisors
Alabama
$16.8K +$2.94K +100 +22%
AF
22
Allworth Financial
California
$3.46K
UBS Group
23
UBS Group
Switzerland
$865 +$852 +29 New
Morgan Stanley
24
Morgan Stanley
New York
$30 -$29 -1 -50%
Citadel Advisors
25
Citadel Advisors
Florida
-$1.08M -37,093 Closed

NUDV Hedge Fund Activity: Q4 2025 in Review

24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q4 2025, worth a combined $20.4M — up 9.4% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUDV positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $517K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.08M sold.

  • 24 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $20.4M of Nuveen ESG Dividend ETF stock for Q4 2025, up 9.4% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG Dividend ETF positions in Q4 2025 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen ESG Dividend ETF buyer in Q4 2025 was Cambridge Investment Research Advisors, an estimated $517K added.
  • The largest Nuveen ESG Dividend ETF seller in Q4 2025 was Citadel Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2025.