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Nuveen Short-Term REIT ETF

20 hedge funds and large institutions have $29.8M invested in Nuveen Short-Term REIT ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

54% more funds holding

Funds holding: 1320 (+7)

48% more capital invested

Capital invested by funds: $20.1M → $29.8M (+$9.7M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

5.95% less ownership

Funds ownership: 66.42%60.47% (-5.9%)

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$12.9M
Bank of America
2
Bank of America
North Carolina
$6.79M +$226K +6,909 +4%
RWA
3
Redhawk Wealth Advisors
Minnesota
$6.77M +$6.53M +199,421 New
TRCT
4
Tower Research Capital (TRC)
New York
$955K +$281K +8,591 +44%
TC
5
TAP Consulting
Missouri
$701K -$287K -8,761 -30%
LPL Financial
6
LPL Financial
California
$412K +$397K +12,119 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$310K -$14.2K -435 -5%
RJA
8
Raymond James & Associates
Florida
$217K +$209K +6,395 New
Osaic Holdings
9
Osaic Holdings
Arizona
$172K +$129K +3,948 +351%
GTAM
10
Global Trust Asset Management
Florida
$170K +$164K +5,000 New
VanEck Associates
11
VanEck Associates
New York
$138K +$133K +4,068 New
UBS Group
12
UBS Group
Switzerland
$85K +$73.6K +2,248 +914%
HI
13
Harbour Investments
Wisconsin
$55K +$53.2K +1,627 New
GI
14
Gradient Investments
Minnesota
$46K -$10.7K -326 -19%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$29K
Morgan Stanley
16
Morgan Stanley
New York
$11K +$11K +336 New
RDFA
17
Ritter Daniher Financial Advisory
Ohio
$2K +$1.54K +47 New
SPIA
18
Steward Partners Investment Advisory
New York
$1K -$2.26K -69 -64%
WIM
19
Westside Investment Management
California
$2 +$2.45K +75 New
Citadel Advisors
20
Citadel Advisors
Florida
-$478K -15,808 Closed
WWM
21
Western Wealth Management
Colorado
-$385K -12,755 Closed
Wells Fargo
22
Wells Fargo
California
+$33 +1 +100%

NURE Hedge Fund Activity: Q2 2021 in Review

20 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q2 2021, worth a combined $29.8M — up 48% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NURE positions and 2 closed out — a net gain of 7 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $6.53M. The largest seller was Citadel Advisors, exiting entirely with an estimated $478K sold.

  • 20 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q2 2021, up from 13 in Q1 2021.
  • Funds reported $29.8M of Nuveen Short-Term REIT ETF stock for Q2 2021, up 48% quarter-over-quarter.
  • 9 funds opened new Nuveen Short-Term REIT ETF positions in Q2 2021 and 2 closed out, a net change of +7 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q2 2021 was Redhawk Wealth Advisors, an estimated $6.53M added.
  • The largest Nuveen Short-Term REIT ETF seller in Q2 2021 was Citadel Advisors, an estimated $478K sold.

Based on aggregated 13F filings for Q2 2021.