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Nuveen Short-Term REIT ETF

20 hedge funds and large institutions have $46.8M invested in Nuveen Short-Term REIT ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

11% more funds holding

Funds holding: 1820 (+2)

2% less capital invested

Capital invested by funds: $47.5M → $46.8M (-$716K)

3.7% less ownership

Funds ownership: 81.76%78.06% (-3.7%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$22.2M +$311K +10,336 +1%
N
2
Nuveen
North Carolina
$16.9M -$4.51M -150,000 -21%
Bank of America
3
Bank of America
North Carolina
$2.58M -$26.7K -890 -1%
BTS
4
BB&T Securities
Virginia
$993K +$446K +14,853 +85%
RW
5
RVW Wealth
California
$699K +$2.46K +82 +0.4%
FEG
6
Financial Enhancement Group
Indiana
$637K +$622K +20,707 New
VWA
7
V Wealth Advisors
Kansas
$602K +$3.91K +130 +0.7%
LPL Financial
8
LPL Financial
California
$472K +$30K +1,000 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$427K +$38.7K +1,287 +10%
TRCT
10
Tower Research Capital (TRC)
New York
$405K -$71.4K -2,376 -15%
Jane Street
11
Jane Street
New York
$256K +$250K +8,331 New
WWM
12
WT Wealth Management
Arizona
$239K +$234K +7,790 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$226K -$701K -23,338 -76%
AG
14
Advisor Group
Arizona
$99K +$7.57K +252 +8%
APA
15
American Portfolios Advisors
New York
$28.6K
US Bancorp
16
US Bancorp
Minnesota
$22K -$13.6K -453 -38%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19K
LFG
18
LifePlan Financial Group
Ohio
$14K
SPIA
19
Steward Partners Investment Advisory
New York
$8K +$7.99K +266 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4K +$751 +25 +22%
CFA
21
Camarda Financial Advisors
Florida
-$28K -975 Closed
Wells Fargo
22
Wells Fargo
California
-$30 -1 Closed

NURE Hedge Fund Activity: Q3 2019 in Review

20 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q3 2019, worth a combined $46.8M — down 1.5% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NURE positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $622K. The largest seller was Nuveen, cutting an estimated $4.51M.

  • 20 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q3 2019, up from 18 in Q2 2019.
  • Funds reported $46.8M of Nuveen Short-Term REIT ETF stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 4 funds opened new Nuveen Short-Term REIT ETF positions in Q3 2019 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q3 2019 was Financial Enhancement Group, an estimated $622K added.
  • The largest Nuveen Short-Term REIT ETF seller in Q3 2019 was Nuveen, an estimated $4.51M sold.

Based on aggregated 13F filings for Q3 2019.