We are live on ! Find out more
JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD

Delisted

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

Back to rankings

44 hedge funds and large institutions have $31.5M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $25.2M → $31.5M (+$6.35M)

0% more funds holding

Funds holding: 44 → 44 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.28M
2
UBS Group
UBS Group
Switzerland
+$741K
3
AAM
Advisors Asset Management
Colorado
+$415K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$412K
5
RJA
Raymond James & Associates
Florida
+$325K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$275K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$207K
3
CRC
Curi RMB Capital
Illinois
-$204K
4
LCM
Landscape Capital Management
New Jersey
-$118K
5
Wells Fargo
Wells Fargo
California
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$241K – – –
DWM
27
Darwin Wealth Management
Florida
$223K -$30.5K -2,430 -12%
DA
28
Doliver Advisors
Texas
$198K +$195K +15,544 New
LFAS
29
Level Four Advisory Services
Texas
$180K -$48.4K -3,850 -21%
Stifel Financial
30
Stifel Financial
Missouri
$163K – – –
SWM
31
SeaCrest Wealth Management
New York
$160K – – –
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$147K +$16.3K +1,300 +13%
HCM
33
Hollencrest Capital Management
California
$134K -$55.9K -4,445 -30%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$130K -$10.6K -841 -8%
TFS
35
TrustCore Financial Services
Tennessee
$110K – – –
GWM
36
Geneos Wealth Management
Colorado
$69K – – –
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$38K – – –
Citigroup
38
Citigroup
New York
$34K -$15.1K -1,200 -31%
PB
39
Pinnacle Bancorp
Nebraska
$25K – – –
CFA
40
Carroll Financial Associates
North Carolina
$18K – – –
BWA
41
Burt Wealth Advisors
Maryland
$15K – – –
PAG
42
Private Advisor Group
New Jersey
$13K +$12.6K +1,000 New
CAN
43
Cetera Advisor Networks
California
$8K +$7.55K +601 New
APA
44
American Portfolios Advisors
New York
$7.02K – – –
LCM
45
Landscape Capital Management
New Jersey
– -$118K -10,485 Closed
CAN
46
Claraphi Advisory Network
United States
– -$57K -5,067 Closed
WAP
47
Wealthcare Advisory Partners
Pennsylvania
– -$34K -3,000 Closed
AIC
48
Ameritas Investment Company
Nebraska
– -$17K -1,550 Closed
1
2

JTD Hedge Fund Activity: Q2 2020 in Review

44 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2020, worth a combined $31.5M — up 25% from $25.2M a quarter earlier.

Fund positioning in JTD was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 15 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.28M. The largest seller was Cohen & Steers, cutting an estimated $275K.

  • 44 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $31.5M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2020, up 25% quarter-over-quarter.
  • 4 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2020 and 4 closed out, a net change of 0 holders.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2020 was Guggenheim Capital, an estimated $1.28M added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2020 was Cohen & Steers, an estimated $275K sold.

Based on aggregated 13F filings for Q2 2020.