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
↓ -2
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — NUAG

Based on 21 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 NUAG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
21 funds currently hold this stock — 81% of the 3.0-year high of 26 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

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

More sellers than buyers — 48% buying

11 buying12 selling
Last quarter: 12 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 14% medium ■ 10% new
16 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 — ~3 new funds/quarter

1 → 2 → 4 → 5 → 3 new funds/Q
New funds entering each quarter: 2 → 4 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 14% 1-2yr ■ 10% new
Of 21 current holders: 16 (76%) 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 — 63% AUM from top-100 funds

63% from top-100 AUM funds
8 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.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 Q1, 11 hedge funds were net buyers of NUAG (3 opened a new position, 8 added to an existing one), while 12 reduced or exited (7 trimmed, 5 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 63% of total institutional value in NUAG 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: 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

-- --

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

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

Signal Freshness measures how much NUAG 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 · 64d ago
NUAG
+1.4%
SPY
+16.8%

NUAG outperformed SPY by -15.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 19d ago
NUAG
+1.1%
SPY
+2.7%

Since the filing became public, NUAG outperformed SPY by -1.6% .

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.

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 Q1) Prior (2025 Q4) Change
Funds Holding 21 23 -8.7%
13F Shares 1M 2M -18.0%
Total Value $25M $32M -20.04%
New Positions 3 5 -2
Increased Positions 8 6 +2
Closed Positions 5 5 -
Reduced Positions 7 9 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUAG

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Financial Highlights

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Institutional Holders (2026 Q1)

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 institutional holders of NUAG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.28% 41,490 $873K
2 Apollon Financial, LLC 0.10% 33,528 $705K
3 McNamara Financial Services, Inc. 0.10% 24,387 $513K
4 Prospera Financial Services Inc 0.03% 74,316 $1.6M
5 Perigon Wealth Management, LLC 0.02% 59,780 $1.3M
6 Beaumont Financial Advisors, LLC 0.02% 11,567 $243K
7 FLOW TRADERS U.S. LLC 0.01% 21,836 —
8 OBSIDIAN CIO, LLC 0.01% 207 $7K
9 RAYMOND JAMES FINANCIAL INC 0.00% 192,156 $4.0M
10 LPL Financial LLC 0.00% 194,874 $4.1M
11 ROTHSCHILD INVESTMENT LLC 0.00% 862 $18K
12 BANK OF AMERICA CORP /DE/ 0.00% 458,737 $9.6M
13 OSAIC HOLDINGS, INC. 0.00% 13,181 $277K
14 Steward Partners Investment Advisory, LLC 0.00% 1,616 $34K
15 UBS Group AG 0.00% 26,662 $561K
16 JANE STREET GROUP, LLC 0.00% 28,373 $597K
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 25,119 $528K
18 MORGAN STANLEY 0.00% 22,430 $472K
19 WELLS FARGO & COMPANY/MN 0.00% 1,899 $40K
20 ROYAL BANK OF CANADA 0.00% 80 $2K
21 Advisory Services Network, LLC 0.00% — —
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?

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

More sellers than buyers — 48% buying: Last quarter: 12 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NUAG holders?

Elite ownership — 63% AUM from top-100 funds: 8 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?

76% of holders stayed for 2+ years: 16 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.

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

As of today, NUAG has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.7% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), NUAG has gained +1.4% vs +16.8% 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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