Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUEM)

117 + Investors. Track Smart Money conviction in NUEM. 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
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — NUEM

Based on 117 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
117 hedge funds hold NUEM 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 — +17% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

51 buying46 selling
Last quarter: 51 funds bought or added vs 46 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 7 → 21 → 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.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 28% medium 18% new
63 out of 117 hedge funds have held NUEM 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

18 → 15 → 7 → 21 → 11 new funds/Q
New funds entering each quarter: 15 → 7 → 21 → 11. A growing number of institutions are discovering NUEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 18% 1-2yr 29% new
Of 117 current holders: 62 (53%) 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.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
10 of 117 holders rank in the top 100 by AUM, accounting for 23% 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 — NUEM

In 2026 Q1, 51 hedge funds were net buyers of NUEM (11 opened a new position, 40 added to an existing one), while 46 reduced or exited (35 trimmed, 11 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 23% of total institutional value in NUEM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 117.

Hedge Fund Ownership: NUEM

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

Market Analysis: NUEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUEM

-- --

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

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

Signal Freshness measures how much NUEM 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 · 74d ago
NUEM
+13.6%
SPY
+14.1%

NUEM outperformed SPY by -0.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
NUEM
+2.4%
SPY
+0.3%

Since the filing became public, NUEM outperformed SPY by +2.1% .

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 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: NUEM
117 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 117 117 -
13F Shares 7M 7M 2.88%
Total Value $232M $237M -2.2%
New Positions 11 21 -10
Increased Positions 40 36 +4
Closed Positions 11 11 -
Reduced Positions 35 35 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUEM

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Institutional Holders (2026 Q1)

117 + investors

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

QUARTER:
Top 25 NUEM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verus Advisory, Inc. 12.50%
2 Abacus Wealth Partners, LLC 2.04% 607,867 $22.3M
3 Clarity Wealth Development LLC 1.74% 58,000 $2.1M
4 Allodium Investment Consultants, LLC 1.42% 80,465 $3.0M
5 TFC Financial Management, Inc. 1.32% 292,610 $10.8M
6 Pioneer Wealth Management Group 0.54% 52,076 $1.9M
7 Cerity Partners OCIO LLC 0.53% 239,972 $8.8M
8 CGC Financial Services, LLC 0.52% 48,835 $1.8M
9 Westfuller Advisors, LLC 0.50% 31,818 $1.2M
10 Cerity Partners Retirement Plan Advisors LLC 0.35% 19,239 $678K
11 Davis Wealth Advisors, LLC 0.32% 10,618 $390K
12 Stewardship Advisors, LLC 0.32% 37,397 $1.4M
13 River's Edge Wealth Management, LLC 0.23% 6,050 $248K
14 Tiaa-Cref Individual & Institutional Services, LLC 0.15% 1,084,074 $39.8M
15 Carson Advisory Inc. 0.15% 7,861 $289K
16 McNamara Financial Services, Inc. 0.14% 19,982 $734K
17 Emergent Wealth Advisors, LLC 0.12% 5,529 $203K
18 Sound Stewardship, LLC 0.11% 6,702 $246K
19 Greykasell Wealth Strategies, Inc. 0.11% 7,351 $270K
20 Cascade Financial Partners, LLC 0.09% 25,000 $918K
21 Coldstream Capital Management Inc 0.09% 206,692 $7.6M
22 Addison Advisors LLC 0.09% 11,175 $411K
23 Greenup Street Wealth Management LLC 0.08% 15,836 $582K
24 Bond & Devick Financial Network, Inc. 0.08% 7,753 $285K
25 Mission Wealth Management, LP 0.07% 95,224 $3.5M
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 (NUEM)

What does the Smart Money Trend signal show for NUEM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for NUEM?

Slight buying edge — 53% buying: Last quarter: 51 funds bought or added vs 46 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 NUEM holders?

Strong quality — 23% AUM from major funds: 10 of 117 holders rank in the top 100 by AUM, accounting for 23% 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 NUEM?

54% of holders stayed for 2+ years: 63 out of 117 hedge funds have held NUEM 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 (NUEM) following the 2026 Q1 hedge fund 13F filings?

As of today, NUEM has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), NUEM has gained +13.6% vs +14.1% 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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