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Nuveen Short-Term REIT ETF

22 hedge funds and large institutions have $46.1M invested in Nuveen Short-Term REIT ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

10% more funds holding

Funds holding: 2022 (+2)

4.31% more ownership

Funds ownership: 78.06%82.37% (+4.3%)

2% less capital invested

Capital invested by funds: $46.8M → $46.1M (-$739K)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
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
$23.8M +$2.02M +66,200 +9%
N
2
Nuveen
North Carolina
$11.6M -$5.04M -165,000 -30%
Bank of America
3
Bank of America
North Carolina
$2.36M -$173K -5,668 -7%
NCM
4
Niemann Capital Management
Nevada
$2.01M +$2.03M +66,443 New
RW
5
RVW Wealth
California
$1.25M +$566K +18,533 +81%
Truist Financial
6
Truist Financial
North Carolina
$1.02M +$1.03M +33,857 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$970K +$755K +24,726 +336%
LPL Financial
8
LPL Financial
California
$639K +$177K +5,799 +38%
VWA
9
V Wealth Advisors
Kansas
$602K
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$585K +$590K +19,338 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$421K +$1.5K +49 +0.4%
WWM
12
WT Wealth Management
Arizona
$397K +$164K +5,365 +69%
TRCT
13
Tower Research Capital (TRC)
New York
$203K -$197K -6,445 -49%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$60K +$56.9K +1,863 +1,331%
AG
15
Advisor Group
Arizona
$51K -$47K -1,540 -48%
US Bancorp
16
US Bancorp
Minnesota
$22K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$18K
LFG
18
LifePlan Financial Group
Ohio
$14K
ASN
19
Advisory Services Network
Georgia
$14K +$14.5K +476 New
SPIA
20
Steward Partners Investment Advisory
New York
$8K
FEG
21
Financial Enhancement Group
Indiana
$1K -$631K -20,684 -100%
Jane Street
22
Jane Street
New York
-$256K -8,331 Closed
APA
23
American Portfolios Advisors
New York
-$28.6K -930 Closed
Wells Fargo
24
Wells Fargo
California
+$31 +1 New

NURE Hedge Fund Activity: Q4 2019 in Review

22 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q4 2019, worth a combined $46.1M — down 1.6% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NURE positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $2.03M. The largest seller was Nuveen, cutting an estimated $5.04M.

  • 22 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q4 2019, up from 20 in Q3 2019.
  • Funds reported $46.1M of Nuveen Short-Term REIT ETF stock for Q4 2019, down 1.6% quarter-over-quarter.
  • 5 funds opened new Nuveen Short-Term REIT ETF positions in Q4 2019 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q4 2019 was Niemann Capital Management, an estimated $2.03M added.
  • The largest Nuveen Short-Term REIT ETF seller in Q4 2019 was Nuveen, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2019.