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Nuveen Short-Term REIT ETF

39 hedge funds and large institutions have $56M invested in Nuveen Short-Term REIT ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

1.22% less ownership

Funds ownership: 66.84%65.62% (-1.2%)

19% less capital invested

Capital invested by funds: $69.3M → $56M (-$13.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
11
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$12.4M -$495K -13,834 -3%
GI
2
Gradient Investments
Minnesota
$8.68M +$9.63M +269,372 +96,549%
Bank of America
3
Bank of America
North Carolina
$6.73M -$3.47M -97,127 -32%
N
4
Nuveen
North Carolina
$3.27M -$5.49M -153,517 -60%
SI
5
Saxon Interests
Texas
$2.53M -$659K -18,433 -19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.23M +$2.44M +68,232 +7,565%
LPL Financial
7
LPL Financial
California
$2M -$47.1K -1,318 -2%
HW
8
Hedeker Wealth
Illinois
$1.76M +$1.9M +53,210 New
VanEck Associates
9
VanEck Associates
New York
$1.57M +$948K +26,520 +119%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.41M -$20.8K -583 -1%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.39M +$153K +4,270 +11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.35M +$1.5M +42,043 New
AWM
13
AE Wealth Management
Kansas
$1.32M +$1.47M +41,148 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.16M +$1.29M +36,110 New
TRCT
15
Tower Research Capital (TRC)
New York
$1.1M +$1.09M +30,462 +797%
Jane Street
16
Jane Street
New York
$776K +$862K +24,118 New
WWM
17
Western Wealth Management
Colorado
$712K
CAG
18
Csenge Advisory Group
Florida
$662K +$463K +12,953 +170%
CAN
19
Cetera Advisor Networks
California
$594K +$165K +4,607 +33%
ACP
20
Arcus Capital Partners
Georgia
$527K -$47K -1,314 -7%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$503K +$559K +15,637 New
LNC
22
Lincoln National Corp
Pennsylvania
$467K +$156K +4,374 +43%
TC
23
TAP Consulting
Missouri
$460K -$13.6K -380 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$430K -$355K -9,921 -43%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$419K +$118K +3,314 +34%

NURE Hedge Fund Activity: Q2 2022 in Review

39 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q2 2022, worth a combined $56M — down 19% from $69.3M a quarter earlier.

Fund positioning in NURE was balanced in Q2 2022: 10 funds opened new positions, 10 closed out, 11 added to existing stakes and 12 trimmed.

The largest buyer was Gradient Investments, adding an estimated $9.63M. The largest seller was Nuveen, cutting an estimated $5.49M.

  • 39 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $56M of Nuveen Short-Term REIT ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 10 funds opened new Nuveen Short-Term REIT ETF positions in Q2 2022 and 10 closed out, a net change of 0 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q2 2022 was Gradient Investments, an estimated $9.63M added.
  • The largest Nuveen Short-Term REIT ETF seller in Q2 2022 was Nuveen, an estimated $5.49M sold.

Based on aggregated 13F filings for Q2 2022.