Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUMV)

129 + Investors. Track Smart Money conviction in NUMV. 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
↓ -2
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — NUMV

Based on 129 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NUMV 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 (98% of max)

98% of all-time peak
129 hedge funds hold NUMV 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 NUMV is almost the same as a year ago (+4 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

61 buying58 selling
Last quarter: 61 funds bought or added vs 58 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 — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 18 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 21% medium 14% new
84 out of 129 hedge funds have held NUMV 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.
🚀

Acceleration phase — new buyers rushing in

7 → 9 → 11 → 18 → 16 new funds/Q
New funds entering each quarter: 9 → 11 → 18 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 16% newcomers

67% veterans 17% 1-2yr 16% new
Entry-cohort mix of 129 holders: 86 (67%) are 2+ year veterans, 22 entered 1–2 years ago, and 21 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
18 of 129 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in NUMV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — NUMV

In 2026 Q2, 61 hedge funds were net buyers of NUMV (16 opened a new position, 45 added to an existing one), while 58 reduced or exited (40 trimmed, 18 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 48% of total institutional value in NUMV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 129.

Hedge Fund Ownership: NUMV

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

Market Analysis: NUMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUMV

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

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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
0.6
/ 10
conviction
Hedge Fund Positioning: NUMV
129 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 129 131 -1.53%
13F Shares 8M 8M -4.19%
Total Value $346M $321M 7.69%
New Positions 16 18 -2
Increased Positions 45 49 -4
Closed Positions 18 12 +6
Reduced Positions 40 35 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUMV

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Institutional Holders (2026 Q2)

129 + investors

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

QUARTER:
Top 25 NUMV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Wealth Partners, LLC 4.97% 1,086,988 $47.3M
2 Invera Wealth Advisors, LLC 0.71% 30,584 $1.3M
3 Fingerlakes Wealth Management, Inc. 0.45% 19,135 $832K
4 Carson Advisory Inc. 0.36% 18,070 $786K
5 Cornerstone Financial Management LLC 0.34% 9,724 $423K
6 Regatta Capital Group, LLC 0.20% 34,929 $1.5M
7 Ipsen Advisor Group LLC 0.19% 6,854 $298K
8 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% 266,948 $11.6M
9 Canandaigua National Bank & Trust Co 0.16% 43,887 $1.9M
10 Joel Adams & Associates, Inc. 0.15% 5,353 $233K
11 Blueline Advisors LLC 0.15% 4,911 $214K
12 Stage Harbor Financial, LLC 0.14% 5,755 $250K
13 Revolve Wealth Partners, LLC 0.13% 28,990 $1.3M
14 Tiaa-Cref Individual & Institutional Services, LLC 0.12% 804,525 $35.0M
15 McClarren Financial Advisors, Inc. 0.12% 5,235 $228K
16 RTD Financial Advisors, Inc. 0.10% 21,811 $949K
17 Private Wealth Management Group, LLC 0.07% 6,897 $300K
18 Tiaa Trust, National Association 0.07% 26,704 $1.2M
19 WCG Wealth Advisors LLC 0.07% 63,618 $2.8M
20 Addison Advisors LLC 0.06% 2,707 $118K
21 LexAurum Advisors, LLC 0.05% 10,456 $455K
22 Marshall Investment Management, LLC 0.05% 2,791 $121K
23 RVW Wealth, LLC 0.05% 17,113 $744K
24 Vicus Capital 0.05% 16,903 $735K
25 Heritage Wealth Advisors 0.04% 26,914 $1.2M
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 (NUMV)

What does the Smart Money Trend signal show for NUMV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NUMV 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 NUMV?

Slight buying edge — 51% buying: Last quarter: 61 funds bought or added vs 58 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 NUMV holders?

Elite ownership — 48% AUM from top-100 funds: 18 of 129 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in NUMV. 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 NUMV?

65% of holders stayed for 2+ years: 84 out of 129 hedge funds have held NUMV 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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