NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
42 hedge funds and large institutions have $34.5M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
7% more capital invested
Capital invested by funds: $32.1M → $34.5M (+$2.36M)
2% more funds holding
Funds holding: 41 → 42 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.48M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$625K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$254K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$228K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$479K |
| 2 |
IC
Inscription Capital
Houston,
Texas
|
-$324K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$315K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$282K |
| 5 |
Morgan Stanley
New York
|
-$171K |
JTD Hedge Fund Activity: Q2 2019 in Review
42 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2019, worth a combined $34.5M — up 7.3% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JTD positions and 2 closed out — a net gain of 1 holder — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.48M. The largest seller was Invesco, cutting an estimated $479K.
- 42 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2019, up from 41 in Q1 2019.
- Funds reported $34.5M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2019, up 7.3% quarter-over-quarter.
- 3 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2019 and 2 closed out, a net change of +1 holder.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2019 was Shaker Financial Services, an estimated $1.48M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2019 was Invesco, an estimated $479K sold.
Based on aggregated 13F filings for Q2 2019.