JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

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

30 hedge funds and large institutions have $30.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
11
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$8.14M 757,464 +101,332 +15%
HBCM
2
Heron Bay Capital Management
Michigan
$6.33M 589,532 +589,532 New
Morgan Stanley
3
Morgan Stanley
New York
$5.22M 485,824 +43,675 +10%
SFS
4
Shaker Financial Services
Virginia
$2.71M 252,131 -64,490 -20%
Bank of America
5
Bank of America
North Carolina
$1.14M 106,314 +4,670 +5%
RJA
6
Raymond James & Associates
Florida
$936K 87,134 +16,250 +23%
PPA
7
Parametric Portfolio Associates
Washington
$747K 69,514 +53,417 +332%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$569K 52,925 +651 +1%
COLIM
9
City of London Investment Management
United Kingdom
$478K 44,562
CA
10
Cornerstone Advisors
North Carolina
$477K 44,438 -24,693 -36%
LPL Financial
11
LPL Financial
California
$451K 42,031 +3,846 +10%
Invesco
12
Invesco
Georgia
$412K 38,393 -14,833 -28%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$335K 31,200 -22,500 -42%
AA
14
AQR Arbitrage
Connecticut
$293K 27,277 -7,166 -21%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$269K 25,028 -2,560 -9%
Comerica Bank
16
Comerica Bank
Texas
$235K 21,345 +21,345 New
Creative Planning
17
Creative Planning
Kansas
$222K 20,696
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$213K 19,850
Wells Fargo
19
Wells Fargo
California
$207K 19,297 +232 +1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$201K 18,727 -5,000 -21%
Stifel Financial
21
Stifel Financial
Missouri
$188K 17,460 +4,785 +38%
SCM
22
Saba Capital Management
New York
$168K 15,688 -13,158 -46%
QC
23
Quantedge Capital
Singapore
$162K 15,100 -3,200 -17%
Goldman Sachs
24
Goldman Sachs
New York
$153K 14,247 +14,247 New
LCM
25
Landscape Capital Management
New Jersey
$112K 10,466 -74,105 -88%