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Nuveen Short-Term REIT ETF

38 hedge funds and large institutions have $29.8M invested in Nuveen Short-Term REIT ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

30.28% less ownership

Funds ownership: 74.85%44.56% (-30%)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

49% less capital invested

Capital invested by funds: $58.9M → $29.8M (-$29.1M)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.8M +$396K +13,410 +4%
HW
2
Hedeker Wealth
Illinois
$3.19M -$339K -11,476 -9%
SI
3
Saxon Interests
Texas
$3.01M +$465K +15,749 +18%
VanEck Associates
4
VanEck Associates
New York
$1.23M -$53.1K -1,799 -4%
LPL Financial
5
LPL Financial
California
$1.19M -$475K -16,088 -28%
Citadel Advisors
6
Citadel Advisors
Florida
$1.18M +$63.1K +2,137 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.01M +$894K +30,285 +590%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$945K +$981K +33,246 New
AWM
9
AE Wealth Management
Kansas
$800K -$99.9K -3,383 -11%
TRCT
10
Tower Research Capital (TRC)
New York
$775K +$147K +4,986 +22%
CAN
11
Cetera Advisor Networks
California
$604K +$29K +983 +5%
MI
12
Moneywise Inc
Virginia
$424K +$59.4K +2,013 +16%
ACP
13
Arcus Capital Partners
Georgia
$407K -$58.3K -1,975 -12%
TC
14
TAP Consulting
Missouri
$401K -$1.18K -40 -0.3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$385K +$59.2K +2,005 +17%
KW
16
KWB Wealth
California
$348K +$362K +12,247 New
RJA
17
Raymond James & Associates
Florida
$344K +$71.4K +2,419 +25%
KAS
18
Kestra Advisory Services
Texas
$324K -$23.6K -799 -7%
MML Investors Services
19
MML Investors Services
Massachusetts
$320K -$648K -21,962 -66%
CAG
20
Csenge Advisory Group
Florida
$313K -$261K -8,845 -45%
Morgan Stanley
21
Morgan Stanley
New York
$287K +$231K +7,814 +344%
LNC
22
Lincoln National Corp
Pennsylvania
$273K -$140K -4,735 -33%
Osaic Holdings
23
Osaic Holdings
Arizona
$244K -$130K -4,414 -34%
Goldman Sachs
24
Goldman Sachs
New York
$209K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$202K -$98.6K -3,339 -32%

NURE Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q4 2022, worth a combined $29.8M — down 49% from $58.9M a quarter earlier.

Fund positioning in NURE was balanced in Q4 2022: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $981K. The largest seller was Gradient Investments, cutting an estimated $12.6M.

  • 38 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $29.8M of Nuveen Short-Term REIT ETF stock for Q4 2022, down 49% quarter-over-quarter.
  • 7 funds opened new Nuveen Short-Term REIT ETF positions in Q4 2022 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $981K added.
  • The largest Nuveen Short-Term REIT ETF seller in Q4 2022 was Gradient Investments, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2022.