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Nuveen Short-Term REIT ETF

38 hedge funds and large institutions have $58.9M invested in Nuveen Short-Term REIT ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.23% more ownership

Funds ownership: 65.62%74.85% (+9.2%)

5% more capital invested

Capital invested by funds: $56M → $58.9M (+$2.91M)

3% less funds holding

Funds holding: 3938 (-1)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$12.7M +$5.3M +157,924 +59%
GHA
2
GW Henssler & Associates
Georgia
$12.4M +$1.04M +30,897 +8%
Bank of America
3
Bank of America
North Carolina
$10.9M +$5.25M +156,484 +75%
HW
4
Hedeker Wealth
Illinois
$3.68M +$2.37M +70,581 +133%
N
5
Nuveen
North Carolina
$2.99M -$25.5K -760 -0.7%
SI
6
Saxon Interests
Texas
$2.7M +$370K +11,027 +14%
LPL Financial
7
LPL Financial
California
$1.72M -$134K -3,994 -6%
VanEck Associates
8
VanEck Associates
New York
$1.33M -$131K -3,900 -8%
Citadel Advisors
9
Citadel Advisors
Florida
$1.17M +$109K +3,262 +9%
MML Investors Services
10
MML Investors Services
Massachusetts
$987K -$338K -10,076 -23%
Jane Street
11
Jane Street
New York
$954K +$268K +7,977 +33%
AWM
12
AE Wealth Management
Kansas
$937K -$322K -9,602 -23%
TRCT
13
Tower Research Capital (TRC)
New York
$662K -$403K -12,012 -35%
CAN
14
Cetera Advisor Networks
California
$603K +$61.2K +1,824 +10%
CAG
15
Csenge Advisory Group
Florida
$590K -$24K -716 -3%
ACP
16
Arcus Capital Partners
Georgia
$484K -$2.82K -84 -0.5%
LNC
17
Lincoln National Corp
Pennsylvania
$427K -$4.53K -135 -0.9%
TC
18
TAP Consulting
Missouri
$420K -$5K -149 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$386K -$10.8K -321 -2%
MI
20
Moneywise Inc
Virginia
$384K +$433K +12,917 New
SOS
21
Silver Oak Securities
Tennessee
$376K +$464K +13,842 New
KAS
22
Kestra Advisory Services
Texas
$363K +$69.9K +2,083 +21%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$343K -$49.7K -1,482 -11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$310K -$8.19K -244 -2%
RJA
25
Raymond James & Associates
Florida
$287K +$70.9K +2,112 +28%

NURE Hedge Fund Activity: Q3 2022 in Review

38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q3 2022, worth a combined $58.9M — up 5.2% from $56M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NURE and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was Gradient Investments, adding an estimated $5.3M. The largest seller was Royal Bank of Canada, cutting an estimated $2.15M.

  • 38 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q3 2022, down from 39 in Q2 2022.
  • Funds reported $58.9M of Nuveen Short-Term REIT ETF stock for Q3 2022, up 5.2% quarter-over-quarter.
  • 4 funds opened new Nuveen Short-Term REIT ETF positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen Short-Term REIT ETF buyer in Q3 2022 was Gradient Investments, an estimated $5.3M added.
  • The largest Nuveen Short-Term REIT ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $2.15M sold.

Based on aggregated 13F filings for Q3 2022.