Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NULV)

279 + Investors. Track Smart Money conviction in NULV. 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
54%

Smart Money Signals — NULV

Based on 280 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 NULV 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
280 hedge funds hold NULV 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 — +13% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

132 buying114 selling
Last quarter: 132 funds bought or added vs 114 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new NULV position: 25 → 41 → 23 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 21% medium 19% new
168 out of 280 hedge funds have held NULV 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.
📊

Peak discovery — momentum slowing

17 → 25 → 41 → 23 → 32 new funds/Q
New funds entering each quarter: 25 → 41 → 23 → 32. NULV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

61% veterans 14% 1-2yr 25% new
Entry-cohort mix of 280 holders: 170 (61%) are 2+ year veterans, 40 entered 1–2 years ago, and 70 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
20 of 280 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in NULV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — NULV

In 2026 Q2, 132 hedge funds were net buyers of NULV (32 opened a new position, 100 added to an existing one), while 114 reduced or exited (86 trimmed, 28 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in NULV 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: 280.

Hedge Fund Ownership: NULV

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

Market Analysis: NULV

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: NULV

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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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: NULV
279 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 279 276 1.09%
13F Shares 36M 33M 7.9%
Total Value $1.75B $1.47B 19.08%
New Positions 32 23 +9
Increased Positions 100 89 +11
Closed Positions 29 21 +8
Reduced Positions 86 111 -25
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NULV

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Institutional Holders (2026 Q2)

279 + investors

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

QUARTER:
Top 25 NULV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forefront Analytics, LLC 7.65% 140,912 $7.0M
2 True Blue Financial, LLC 2.67% 126,415 $6.3M
3 Balanced Rock Investment Advisors LLC 1.71% 54,965 $2.7M
4 Crux Wealth Advisors 1.39% 79,972 $4.0M
5 Plum Street Advisors, LLC 1.36% 85,371 $4.3M
6 Sincerus Advisory, LLC 1.28% 37,589 $1.9M
7 Regatta Capital Group, LLC 1.01% 150,617 $7.5M
8 Invera Wealth Advisors, LLC 0.89% 33,318 $1.7M
9 Tiaa-Cref Individual & Institutional Services, LLC 0.87% 5,034,628 $251.7M
10 Equita Financial Network, Inc. 0.81% 58,118 $2.9M
11 Shotwell Rutter Baer Inc 0.73% 26,476 $1.3M
12 Blueline Advisors LLC 0.50% 14,337 $717K
13 Pathfinder Wealth Consulting, Inc. 0.48% 16,237 $739K
14 Sbe LLC Dba Cedar Cove Wealth Partners 0.44% 18,643 $932K
15 Lockerman Financial Group, INC. 0.43% 5,671 $283K
16 Laurel Wealth Planning LLC 0.43% 19,341 $967K
17 Mascoma Wealth Management LLC 0.42% 45,055 $2.3M
18 Sage Advisory Services, Ltd.Co. 0.38% 15,254 $763K
19 Tiaa Trust, National Association 0.36% 120,872 $6.0M
20 Legacy Edge Advisors, LLC 0.35% 62,701 $2.6M
21 BSW Wealth Partners 0.34% 61,429 $3.1M
22 St Germain D J Co Inc 0.34% 189,725 $9.5M
23 Bond & Devick Financial Network, Inc. 0.33% 27,079 $1.4M
24 Westview Management dba Westview Investment Advisors 0.30% 12,346 $617K
25 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% 402,854 $20.1M
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 (NULV)

What does the Smart Money Trend signal show for NULV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NULV 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 NULV?

Slight buying edge — 54% buying: Last quarter: 132 funds bought or added vs 114 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 NULV holders?

Elite ownership — 58% AUM from top-100 funds: 20 of 280 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in NULV. 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 NULV?

60% of holders stayed for 2+ years: 168 out of 280 hedge funds have held NULV 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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