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JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD

Delisted

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

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47 hedge funds and large institutions have $39.8M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

1% less capital invested

Capital invested by funds: $40.3M → $39.8M (-$425K)

2% less funds holding

Funds holding: 48 → 47 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
24
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$679K
2
SCM
Saba Capital Management
New York
+$459K
3
Bank of America
Bank of America
North Carolina
+$367K
4
Morgan Stanley
Morgan Stanley
New York
+$192K
5
GC
Guggenheim Capital
Illinois
+$192K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$847K
2
CA
Cornerstone Advisors
North Carolina
-$756K
3
SFS
Shaker Financial Services
Virginia
-$523K
4
AA
AQR Arbitrage
Connecticut
-$373K
5
BFA
Brendel Financial Advisors
New Hampshire
-$60K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$338K +$764 +47 +0.2%
MML Investors Services
27
MML Investors Services
Massachusetts
$299K – – –
DADC
28
D.A. Davidson & Co
Montana
$289K +$24.4K +1,500 +9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$279K -$41.6K -2,559 -13%
PFS
30
Prospera Financial Services
Texas
$253K +$11.2K +691 +5%
SWM
31
Spire Wealth Management
Virginia
$250K – – –
Truist Financial
32
Truist Financial
North Carolina
$231K +$179 +11 +0.1%
DWM
33
Darwin Wealth Management
Florida
$230K +$4.24K +261 +2%
Mariner
34
Mariner
Kansas
$225K +$5.41K +333 +2%
1CP
35
1607 Capital Partners
Virginia
$202K – – –
IWC
36
Integrated Wealth Concepts
Massachusetts
$190K – – –
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$180K +$185K +11,375 New
HCM
38
Hollencrest Capital Management
California
$167K – – –
TFS
39
TrustCore Financial Services
Tennessee
$136K – – –
HA
40
Herold Advisors
New York
$102K +$105K +6,458 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$96.6K +$99.1K +6,100 New
GWM
42
Geneos Wealth Management
Colorado
$87K – – –
APA
43
American Portfolios Advisors
New York
$56.2K +$48.7K +3,000 +545%
CWC
44
Carolinas Wealth Consulting
North Carolina
$40K +$40.2K +2,477 New
FIA
45
FNY Investment Advisers
New York
$31K +$32.5K +2,000 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$18K +$341 +21 +2%
SPIA
47
Steward Partners Investment Advisory
New York
$5K – – –
SIA
48
Sit Investment Associates
Minnesota
– -$847K -52,688 Closed
AA
49
AQR Arbitrage
Connecticut
– -$373K -23,181 Closed
BFA
50
Brendel Financial Advisors
New Hampshire
– -$60K -3,737 Closed
1
2
3

JTD Hedge Fund Activity: Q3 2021 in Review

47 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2021, worth a combined $39.8M — down 1.1% from $40.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JTD and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 24 added.

The largest buyer was Wells Fargo, adding an estimated $679K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $847K sold.

  • 47 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $39.8M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2021, down 1.1% quarter-over-quarter.
  • 5 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2021 and 6 closed out, a net change of -1 holder.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2021 was Wells Fargo, an estimated $679K added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2021 was Sit Investment Associates, an estimated $847K sold.

Based on aggregated 13F filings for Q3 2021.