Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUAG)

21 + Investors. Track Smart Money conviction in NUAG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
54%

Smart Money Signals — NUAG

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
21 funds currently hold this stock — 78% of the 3.0-year high of 27 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold NUAG compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

13 buying11 selling
Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 10% medium ■ 24% new
14 out of 21 hedge funds have held NUAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

2 → 4 → 5 → 3 → 5 new funds/Q
New funds entering each quarter: 4 → 5 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 21 holders: 13 (62%) are 2+ year veterans, 3 entered 1–2 years ago, and 5 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
6 of 21 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in NUAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NUAG

In 2026 Q2, 13 hedge funds were net buyers of NUAG (5 opened a new position, 8 added to an existing one), while 11 reduced or exited (6 trimmed, 5 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 63% of total institutional value in NUAG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 21.

Hedge Fund Ownership: NUAG

How many hedge funds hold NUAG — quarterly history vs. share price
Quarterly hedge fund ownership of NUAG vs. share price

Market Analysis: NUAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUAG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: NUAG
21 + Investors

Track Smart Money conviction in NUAG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 21 21 -
13F Shares 2M 1M 28.2%
Total Value $33M $25M 30.55%
New Positions 5 3 +2
Increased Positions 8 8 -
Closed Positions 5 5 -
Reduced Positions 6 7 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUAG

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Institutional Holders (2026 Q2)

21 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NUAG. Verified SEC 13F-HR filings.

QUARTER:
Top 21 NUAG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Flynn Zito Capital Management, LLC 0.23% 40,483 $851K
2 McNamara Financial Services, Inc. 0.09% 24,009 $505K
3 Apollon Financial, LLC 0.08% 30,564 $643K
4 RMG Wealth Management LLC 0.05% 22,528 $479K
5 Prospera Financial Services Inc 0.02% 75,570 $1.6M
6 Perigon Wealth Management, LLC 0.02% 65,074 $1.4M
7 Beaumont Financial Advisors, LLC 0.02% 11,567 $243K
8 Obsidian Cio, LLC 0.01% 170 $7K
9 Private Trust Co NA 0.00% 2,718 $57K
10 Raymond James Financial Inc 0.00% 275,886 $5.8M
11 LPL Financial LLC 0.00% 331,208 $7.0M
12 Integrated Wealth Concepts LLC 0.00% 10,375 $218K
13 Rothschild Investment LLC 0.00% 865 $18K
14 Bank of America Corp /de/ 0.00% 465,182 $9.8M
15 Osaic Holdings, INC. 0.00% 13,816 $291K
16 Steward Partners Investment Advisory, LLC 0.00% 1,616 $34K
17 Jpmorgan Chase & Co 0.00% 133,670 $2.8M
18 UBS Group AG 0.00% 27,096 $570K
19 Citadel Advisors LLC 0.00% 20,313 $427K
20 Morgan Stanley 0.00% 18,159 $382K
21 Susquehanna International Group, LLP 0.00% 9,923 $209K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nushares ETF Tr (NUAG)

What does the Smart Money Trend signal show for NUAG?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for NUAG?

Slight buying edge — 54% buying: Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NUAG holders?

Elite ownership — 63% AUM from top-100 funds: 6 of 21 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in NUAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NUAG?

67% of holders stayed for 2+ years: 14 out of 21 hedge funds have held NUAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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