Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUSHARES ETF TR (NUHY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — NUHY

Based on 58 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NUHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
58 hedge funds hold NUHY 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NUHY is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

34 buying27 selling
Last quarter: 34 funds bought or added vs 27 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 12 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 24% medium 24% new
30 out of 58 hedge funds have held NUHY 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 — ~9 new funds/quarter

8 → 6 → 3 → 12 → 9 new funds/Q
New funds entering each quarter: 6 → 3 → 12 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

52% veterans 17% 1-2yr 31% new
Of 58 current holders: 30 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
11 of 58 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in NUHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — NUHY

In 2026 Q1, 34 hedge funds were net buyers of NUHY (9 opened a new position, 25 added to an existing one), while 27 reduced or exited (19 trimmed, 8 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 67% of total institutional value in NUHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 58.

Hedge Fund Ownership: NUHY

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

Market Analysis: NUHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUHY

-- --

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

Is It Too Late to Buy NUSHARES ETF TR (NUHY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NUHY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 55d ago
NUHY
+12.6%
SPY
+14.7%

NUHY outperformed SPY by -2.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 10d ago
NUHY
+0.4%
SPY
+0.9%

Since the filing became public, NUHY outperformed SPY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: NUHY
58 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 57 1.75%
13F Shares 3M 4M -11.26%
Total Value $64M $82M -22.19%
New Positions 9 12 -3
Increased Positions 25 28 -3
Closed Positions 8 7 +1
Reduced Positions 19 10 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUHY

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Institutional Holders (2026 Q1)

58 + investors

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

QUARTER:
Top 25 institutional holders of NUHY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stewardship Advisors, LLC 0.98% 201,377 $4.3M
2 rebel Financial LLC 0.98% 106,653 $2.3M
3 CRUX WEALTH ADVISORS 0.26% 31,530 $668K
4 Olde Wealth Management, LLC 0.23% 34,577
5 Livet Wealth, LLC 0.21% 15,754 $334K
6 BLUELINE ADVISORS LLC 0.14% 8,663 $183K
7 Friedenthal Financial 0.10% 8,956 $190K
8 NATURAL INVESTMENTS, LLC 0.07% 13,053
9 4Thought Financial Group Inc. 0.06% 5,595 $118K
10 Legacy Financial Advisors, Inc. 0.04% 13,787 $292K
11 RMG Wealth Management LLC 0.03% 11,845 $253K
12 Moss Adams Wealth Advisors LLC 0.03% 17,848 $378K
13 Western Wealth Management, LLC 0.03% 35,462 $751K
14 WealthShield Partners, LLC 0.02% 9,152 $194K
15 Cambridge Investment Research Advisors, Inc. 0.02% 305,901 $6K
16 MJT & Associates Financial Advisory Group, Inc. 0.02% 1,022 $22K
17 Vestmark Advisory Solutions, Inc. 0.01% 59,067 $1.3M
18 Quaker Wealth Management, LLC 0.01% 2,040 $43K
19 Financial Gravity Asset Management, Inc. 0.01% 3,553 $75K
20 NewEdge Advisors, LLC 0.01% 14,882 $236K
21 Perigon Wealth Management, LLC 0.01% 22,219 $471K
22 Godfrey Financial Associates, Inc. 0.00% 254 $5K
23 Rossby Financial, LCC 0.00% 1,054 $22K
24 Kingdom Financial Group LLC. 0.00% 660 $14K
25 Lloyd Advisory Services, LLC. 0.00% 660 $14K
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 (NUHY)

What does the Smart Money Trend signal show for NUHY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NUHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NUHY?

Slight buying edge — 56% buying: Last quarter: 34 funds bought or added vs 27 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 NUHY holders?

Elite ownership — 67% AUM from top-100 funds: 11 of 58 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in NUHY. 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 NUHY?

52% of holders stayed for 2+ years: 30 out of 58 hedge funds have held NUHY 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.

Is it too late to buy NUSHARES ETF TR (NUHY) following the 2026 Q1 hedge fund 13F filings?

As of today, NUHY has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), NUHY has gained +12.6% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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