Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUDV)

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

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

Smart Money Signals — NUDV

Based on 23 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 NUDV 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 (96% of max)

96% of all-time peak
23 hedge funds hold NUDV 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

13 buying10 selling
Last quarter: 13 funds bought or added vs 10 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 26% entered in last year

■ 17% conviction (2yr+) ■ 57% medium ■ 26% new
Only 4 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~3 new funds/quarter

7 → 4 → 2 → 6 → 3 new funds/Q
New funds entering each quarter: 4 → 2 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 43% new entrants

■ 26% veterans ■ 30% 1-2yr ■ 43% new
Of 23 current holders: 6 (26%) held 2+ years, 7 held 1–2 years, 10 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
3 of 23 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — NUDV

In 2026 Q1, 13 hedge funds were net buyers of NUDV (3 opened a new position, 10 added to an existing one), while 10 reduced or exited (6 trimmed, 4 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: NUDV

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

Market Analysis: NUDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUDV

-- --

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

Is It Too Late to Buy Nushares ETF Tr (NUDV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NUDV 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 · 90d ago
NUDV
+6.5%
SPY
+13.7%

NUDV outperformed SPY by -7.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
NUDV
+2.7%
SPY
+0.1%

Since the filing became public, NUDV outperformed SPY by +2.6% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: NUDV
23 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 24 -4.17%
13F Shares 710K 684K 3.84%
Total Value $18M $20M -10.83%
New Positions 3 6 -3
Increased Positions 10 11 -1
Closed Positions 4 2 +2
Reduced Positions 6 4 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUDV

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 Q1)

23 + investors

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

QUARTER:
Top 21 NUDV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CGC Financial Services, LLC 1.76% 198,448 $6.1M
2 Bond & Devick Financial Network, Inc. 1.58% 183,679 $5.6M
3 eCIO, Inc. 0.74% 54,596 $1.7M
4 Mason & Associates Inc 0.10% 16,377 $496K
5 Blueline Advisors LLC 0.08% 3,198 $98K
6 Prism Advisors, Inc. 0.07% 8,233 $253K
7 Diversified Enterprises, LLC 0.06% 36,265 $1.1M
8 Quaker Wealth Management, LLC 0.03% 2,910 $89K
9 True Link Financial Advisors, LLC 0.02% 11,706 $360K
10 Addison Advisors LLC 0.02% 2,615 $80K
11 GoalVest Advisory LLC 0.01% 1,496 $46K
12 Financial Perspectives, Inc 0.01% 641 $20K
13 &Partners 0.00% 7,697 $237K
14 Commonwealth Equity Services, LLC 0.00% 19,161 $589K
15 HighTower Advisors, LLC 0.00% 10,079 $310K
16 Aptus Capital Advisors, LLC 0.00% 563 $17K
17 Goldman Sachs Group Inc 0.00% 31,148 $958K
18 Osaic Holdings, INC. 0.00% 1,849 $57K
19 Allworth Financial LP 0.00% 116 $4K
20 Wells Fargo & Company/Mn 0.00% 170 $5K
21 Morgan Stanley 0.00% 2 —
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 (NUDV)

What does the Smart Money Trend signal show for NUDV?

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

Slight buying edge — 57% buying: Last quarter: 13 funds bought or added vs 10 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 NUDV holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 23 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NUDV?

Mostly new holders — 26% entered in last year: Only 4 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Nushares ETF Tr (NUDV) following the 2026 Q1 hedge fund 13F filings?

As of today, NUDV has moved +2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), NUDV has gained +6.5% vs +13.7% 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.

Full history →