Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
32 hedge funds and large institutions have $31.9M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 0 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
8% more capital invested
Capital invested by funds: $29.5M → $31.9M (+$2.37M)
7% more funds holding
Funds holding: 30 → 32 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$682K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$641K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$415K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$414K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.1M |
| 2 |
Citigroup
New York
|
-$185K |
| 3 |
Morgan Stanley
New York
|
-$152K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$70.7K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$62.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $23K | – | – | – |
|
|
27
Citigroup
New York
| $16K | -$185K | -14,749 | -92% |
|
|
NSIM
28
North Star Investment Management
Chicago,
Illinois
| $15K | +$302 | +24 | +2% |
|
|
FANJ
29
Financial Architects (New Jersey)
Marlton,
New Jersey
| $13K | – | – | – |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $10K | -$33.2K | -2,640 | -77% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
JTA Hedge Fund Activity: Q2 2017 in Review
32 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q2 2017, worth a combined $31.9M — up 8% from $29.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JTA positions and 0 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Invesco, adding an estimated $682K. The largest seller was Advisors Asset Management, cutting an estimated $2.1M.
- 32 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q2 2017, up from 30 in Q1 2017.
- Funds reported $31.9M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q2 2017, up 8% quarter-over-quarter.
- 2 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q2 2017 and 0 closed out, a net change of +2 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q2 2017 was Invesco, an estimated $682K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q2 2017 was Advisors Asset Management, an estimated $2.1M sold.
Based on aggregated 13F filings for Q2 2017.