JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

JTA was delisted on the 19th of November, 2021.

35 hedge funds and large institutions have $26.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.18M 656,132 -22,966 -3%
Morgan Stanley
2
Morgan Stanley
New York
$4.17M 442,149 -5,291 -1%
SFS
3
Shaker Financial Services
Virginia
$2.98M 316,621 +34,357 +12%
WAM
4
Wolverine Asset Management
Illinois
$2.37M 251,424 +31,497 +14%
RCM
5
Rivernorth Capital Management
Florida
$1.24M 131,526 +131,526 New
Bank of America
6
Bank of America
North Carolina
$957K 101,644 +69,209 +213%
CRC
7
Curi RMB Capital
Illinois
$892K 94,644 +62,215 +192%
LCM
8
Landscape Capital Management
New Jersey
$797K 84,571 +66,840 +377%
CCP
9
Clough Capital Partners
Massachusetts
$707K 75,000 +75,000 New
RJA
10
Raymond James & Associates
Florida
$668K 70,884 +35,165 +98%
CA
11
Cornerstone Advisors
North Carolina
$651K 69,131 -76,170 -52%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$506K 53,700 +2,800 +6%
Invesco
13
Invesco
Georgia
$501K 53,226 -42,809 -45%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$492K 52,274 +30,855 +144%
COLIM
15
City of London Investment Management
United Kingdom
$420K 44,562
LPL Financial
16
LPL Financial
California
$360K 38,185 +8,696 +29%
AA
17
AQR Arbitrage
Connecticut
$324K 34,443 +18,577 +117%
SCM
18
Saba Capital Management
New York
$272K 28,846 +28,846 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$260K 27,588 -575 -2%
AAM
20
Advisors Asset Management
Colorado
$248K 26,304 -1,053 -4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$223K 23,727 +454 +2%
Creative Planning
22
Creative Planning
Kansas
$195K 20,696
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$187K 19,850 +19,850 New
Wells Fargo
24
Wells Fargo
California
$180K 19,065 +5,016 +36%
Millennium Management
25
Millennium Management
New York
$179K 18,980 +18,980 New