Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUDM)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — NUDM

Based on 148 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NUDM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
148 hedge funds hold NUDM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

72 buying55 selling
Last quarter: 72 funds bought or added vs 55 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 11 → 26 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 28% medium 19% new
78 out of 148 hedge funds have held NUDM 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.
📈

Growing discovery — still being found

12 → 10 → 11 → 26 → 11 new funds/Q
New funds entering each quarter: 10 → 11 → 26 → 11. A growing number of institutions are discovering NUDM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 24% newcomers

55% veterans 21% 1-2yr 24% new
Entry-cohort mix of 148 holders: 81 (55%) are 2+ year veterans, 31 entered 1–2 years ago, and 36 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
15 of 147 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — NUDM

In 2026 Q1, 72 hedge funds were net buyers of NUDM (11 opened a new position, 61 added to an existing one), while 55 reduced or exited (43 trimmed, 12 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 34% of total institutional value in NUDM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 148.

Hedge Fund Ownership: NUDM

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

Market Analysis: NUDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUDM

-- --

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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: NUDM
2026 Q2 Stats Unlock in 2 days 147 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 147 148 -0.68%
13F Shares 13M 13M 4.73%
Total Value $449M $464M -3.31%
New Positions 11 26 -15
Increased Positions 61 62 -1
Closed Positions 12 8 +4
Reduced Positions 42 41 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUDM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

147 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 NUDM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clarity Asset Management, Inc. 3.45% 176,041 $7.0M
2 Allodium Investment Consultants, LLC 2.03% 119,655 $4.8M
3 Clarity Wealth Development LLC 1.48% 66,412 $2.7M
4 Cerity Partners Retirement Plan Advisors LLC 0.90% 53,941 $2.1M
5 Bond & Devick Financial Network, Inc. 0.55% 55,553 $2.2M
6 Brio Consultants, LLC 0.49% 104,411 $4.2M
7 Argyle Capital Partners, LLC 0.44% 17,481 $700K
8 WCG Wealth Advisors LLC 0.39% 415,013 $16.6M
9 PFG Investments, LLC 0.39% 253,459 $10.1M
10 SGL Investment Advisors, Inc. 0.39% 27,064 $1.1M
11 Lockerman Financial Group, INC. 0.34% 5,602 $224K
12 Sound Stewardship, LLC 0.33% 20,056 $803K
13 Tiaa-Cref Individual & Institutional Services, LLC 0.30% 2,172,754 $87.0M
14 Prism Advisors, Inc. 0.28% 28,480 $1.1M
15 McNamara Financial Services, Inc. 0.27% 38,802 $1.6M
16 3EDGE Asset Management, LP 0.24% 135,264 $5.4M
17 Ameritas Advisory Services, LLC 0.22% 274,056 $11.0M
18 Clearview Wealth Management LLC 0.21% 8,280 $331K
19 Cerity Partners OCIO LLC 0.21% 102,152 $4.1M
20 Towerpoint Wealth, LLC 0.19% 13,948 $558K
21 Napier Financial, LLC 0.19% 22,676 $907K
22 Live Oak Investment Partners 0.16% 7,244 $290K
23 Mission Wealth Management, LP 0.15% 299,935 $12.0M
24 Johnson Financial Group, Inc. 0.13% 101,519 $4.1M
25 Wealthfront Advisers LLC 0.13% 1,646,694 $65.9M
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 (NUDM)

What does the Smart Money Trend signal show for NUDM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NUDM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NUDM?

Slight buying edge — 57% buying: Last quarter: 72 funds bought or added vs 55 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 NUDM holders?

Strong quality — 34% AUM from major funds: 15 of 147 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NUDM?

53% of holders stayed for 2+ years: 78 out of 148 hedge funds have held NUDM 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.

Full history →