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Nuveen Short-Term REIT ETF

18 hedge funds and large institutions have $36.4M invested in Nuveen Short-Term REIT ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

6.13% more ownership

Funds ownership: 82.37%88.5% (+6.1%)

18% less funds holding

Funds holding: 2218 (-4)

21% less capital invested

Capital invested by funds: $46.1M → $36.4M (-$9.71M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$20.1M +$4.71M +169,059 +21%
N
2
Nuveen
North Carolina
$8.01M -$139K -5,000 -1%
TC
3
TAP Consulting
Missouri
$2.01M +$2.65M +95,203 New
TRCT
4
Tower Research Capital (TRC)
New York
$1.94M +$2.38M +85,502 +1,275%
Bank of America
5
Bank of America
North Carolina
$1.78M +$183K +6,562 +8%
Truist Financial
6
Truist Financial
North Carolina
$716K +$3.43K +123 +0.4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$606K -$92.7K -3,325 -10%
LPL Financial
8
LPL Financial
California
$448K +$3.18K +114 +0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$421K +$170K +6,082 +44%
Osaic Holdings
10
Osaic Holdings
Arizona
$186K +$245K +8,802 New
UBS Group
11
UBS Group
Switzerland
$36K +$47.3K +1,695 New
US Bancorp
12
US Bancorp
Minnesota
$35K +$26K +931 +127%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13K
LFG
14
LifePlan Financial Group
Ohio
$10K
SPIA
15
Steward Partners Investment Advisory
New York
$5K -$167 -6 -2%
OPS
16
Orion Portfolio Solutions
Nebraska
$2K +$2.15K +77 New
NCM
17
Niemann Capital Management
Nevada
-$2.01M -66,443 Closed
RW
18
RVW Wealth
California
-$1.25M -41,274 Closed
VWA
19
V Wealth Advisors
Kansas
-$602K -19,574 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$585K -19,338 Closed
WWM
21
WT Wealth Management
Arizona
-$397K -13,155 Closed
ASN
22
Advisory Services Network
Georgia
-$14K -476 Closed

NURE Hedge Fund Activity: Q1 2020 in Review

18 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q1 2020, worth a combined $36.4M — down 21% from $46.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NURE and 4 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Gradient Investments, adding an estimated $4.71M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $2.01M sold.

  • 18 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q1 2020, down from 22 in Q4 2019.
  • Funds reported $36.4M of Nuveen Short-Term REIT ETF stock for Q1 2020, down 21% quarter-over-quarter.
  • 4 funds opened new Nuveen Short-Term REIT ETF positions in Q1 2020 and 6 closed out, a net change of -2 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q1 2020 was Gradient Investments, an estimated $4.71M added.
  • The largest Nuveen Short-Term REIT ETF seller in Q1 2020 was Niemann Capital Management, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2020.