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Nuveen Short-Term REIT ETF

31 hedge funds and large institutions have $20.7M invested in Nuveen Short-Term REIT ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.9% more ownership

Funds ownership: 35.89%38.79% (+2.9%)

4% more capital invested

Capital invested by funds: $19.9M → $20.7M (+$752K)

6% less funds holding

Funds holding: 3331 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
14
Closed
5
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
$4.83M -$1.42M -47,428 -23%
VanEck Associates
2
VanEck Associates
New York
$3.31M +$2.14M +71,437 +191%
HW
3
Hedeker Wealth
Illinois
$3.16M -$472K -15,756 -13%
LPL Financial
4
LPL Financial
California
$1.13M +$86.9K +2,898 +8%
TRCT
5
Tower Research Capital (TRC)
New York
$887K -$53.5K -1,784 -6%
AWM
6
AE Wealth Management
Kansas
$736K -$56.7K -1,890 -7%
Osaic Holdings
7
Osaic Holdings
Arizona
$634K -$315K -10,504 -34%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$611K -$371K -12,367 -38%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$609K +$257K +8,569 +75%
MI
10
Moneywise Inc
Virginia
$481K -$42.2K -1,408 -8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$466K +$460K +15,328 New
ACP
12
Arcus Capital Partners
Georgia
$431K +$3.27K +109 +0.8%
KW
13
KWB Wealth
California
$407K +$33.5K +1,118 +9%
LFAS
14
Level Four Advisory Services
Texas
$380K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$369K +$13.4K +446 +4%
Morgan Stanley
16
Morgan Stanley
New York
$350K +$16.9K +565 +5%
CAN
17
Cetera Advisor Networks
California
$341K -$45.6K -1,522 -12%
UWM
18
USAdvisors Wealth Management
Minnesota
$317K +$309K +10,294 New
TC
19
TAP Consulting
Missouri
$313K -$108K -3,592 -26%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$256K +$253K +8,425 New
KAS
21
Kestra Advisory Services
Texas
$256K -$42.1K -1,403 -14%
SI
22
Saxon Interests
Texas
$233K -$20.7K -689 -8%
GI
23
Gradient Investments
Minnesota
$51.5K
UBS Group
24
UBS Group
Switzerland
$30.8K -$91.5K -3,052 -75%
GTAM
25
Global Trust Asset Management
Florida
$27.4K

NURE Hedge Fund Activity: Q2 2023 in Review

31 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q2 2023, worth a combined $20.7M — up 3.8% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NURE and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 7 added.

The largest buyer was VanEck Associates, adding an estimated $2.14M. The largest seller was Bank of America, cutting an estimated $1.42M.

  • 31 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q2 2023, down from 33 in Q1 2023.
  • Funds reported $20.7M of Nuveen Short-Term REIT ETF stock for Q2 2023, up 3.8% quarter-over-quarter.
  • 3 funds opened new Nuveen Short-Term REIT ETF positions in Q2 2023 and 5 closed out, a net change of -2 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q2 2023 was VanEck Associates, an estimated $2.14M added.
  • The largest Nuveen Short-Term REIT ETF seller in Q2 2023 was Bank of America, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2023.