Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUHY)

62 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
68%

Smart Money Signals — NUHY

Based on 62 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
62 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

42 buying20 selling
Last quarter: 42 funds were net buyers (12 opened a brand new position + 30 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

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

47% of holders stayed for 2+ years

47% conviction (2yr+) 24% medium 29% new
29 out of 62 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.
📈

Growing discovery — still being found

6 → 3 → 12 → 9 → 12 new funds/Q
New funds entering each quarter: 3 → 12 → 9 → 12. A growing number of institutions are discovering NUHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 31% newcomers

50% veterans 19% 1-2yr 31% new
Entry-cohort mix of 62 holders: 31 (50%) are 2+ year veterans, 12 entered 1–2 years ago, and 19 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
11 of 62 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 42 hedge funds were net buyers of NUHY (12 opened a new position, 30 added to an existing one), while 20 reduced or exited (12 trimmed, 8 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 69% of total institutional value in NUHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 62.

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
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUHY

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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
0.2
/ 10
conviction
Hedge Fund Positioning: NUHY
62 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 62 58 6.9%
13F Shares 3M 3M 0.01%
Total Value $63M $64M -0.7%
New Positions 12 9 +3
Increased Positions 30 25 +5
Closed Positions 8 8 -
Reduced Positions 12 19 -7
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 Q2)

62 + 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 NUHY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stewardship Advisors, LLC 0.48% 107,283 $2.3M
2 Crux Wealth Advisors 0.25% 33,103 $710K
3 Livet Wealth, LLC 0.18% 14,491 $311K
4 Blueline Advisors LLC 0.13% 8,607 $184K
5 Friedenthal Financial 0.09% 8,956 $192K
6 4Thought Financial Group Inc. 0.06% 5,754 $123K
7 Legacy Financial Advisors, Inc. 0.03% 12,826 $275K
8 Western Wealth Management, LLC 0.03% 42,119 $903K
9 SageView Advisory Group, LLC 0.03% 34,289 $726K
10 Moss Adams Wealth Advisors LLC 0.02% 17,854 $383K
11 MJT & Associates Financial Advisory Group, Inc. 0.02% 1,116 $24K
12 Financial Gravity Companies, Inc. 0.01% 3,727 $80K
13 Prime Capital Investment Advisors, LLC 0.01% 61,722 $1.3M
14 Quaker Wealth Management, LLC 0.01% 2,044 $44K
15 Brighton Jones LLC 0.01% 31,312 $671K
16 Vestmark Advisory Solutions, Inc. 0.01% 49,408 $1.1M
17 Continuum Advisory, LLC 0.01% 4,615 $99K
18 Perigon Wealth Management, LLC 0.01% 23,500 $504K
19 AdvisorNet Financial, Inc 0.00% 4,660 $100K
20 Godfrey Financial Associates, Inc. 0.00% 254 $5K
21 Rossby Financial, LCC 0.00% 1,054 $23K
22 Sei Investments Co 0.00% 196,111 $4.2M
23 Kingdom Financial Group LLC. 0.00% 664 $14K
24 Envestnet Asset Management Inc 0.00% 555,064 $11.9M
25 Assetmark, Inc 0.00% 61,032 $1.3M
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 68% buying: Last quarter: 42 funds were net buyers (12 opened a brand new position + 30 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NUHY holders?

Elite ownership — 69% AUM from top-100 funds: 11 of 62 holders are among the 100 largest funds by AUM, controlling 69% 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?

47% of holders stayed for 2+ years: 29 out of 62 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.

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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