NUSHARES ETF TR (NULV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

NUSHARES ETF TR (NULV)

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

Smart Money Signals — NULV

Based on 264 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

264 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 — +9% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

138 buying101 selling

Last quarter: 138 funds bought or added vs 101 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 (+13 vs last Q)

new funds entering per quarter

Funds opening a new NULV position: 19 → 15 → 23 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new

163 out of 264 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.

🚀

Acceleration phase — new buyers rushing in

30 → 19 → 15 → 23 → 36 new funds/Q

New funds entering each quarter: 19 → 15 → 23 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 17% 1-2yr ■ 25% new

Of 264 current holders: 154 (58%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds

15 of 264 holders are among the 100 largest funds by AUM, controlling 55% 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	264	242	9.09%
13F Shares	36M	35M	1.19%
Total Value	$1.62B	$1.55B	4.57%
New Positions	36	23	+13
Increased Positions	102	89	+13
Closed Positions	14	25	-11
Reduced Positions	87	75	+12
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

264

242

9.09%

13F Shares

36M

35M

1.19%

Total Value

$1.62B

$1.55B

4.57%

New Positions

+13

Increased Positions

102

+13

Closed Positions

-11

Reduced Positions

+12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

264 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of NULV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Invera Wealth Advisors, LLC	2.02%	69,295	$3.2M
2	rebel Financial LLC	1.76%	89,316	$4.1M
3	Evolution Advisers, Inc.	1.45%	75,616	$3K
4	CRUX WEALTH ADVISORS	1.42%	81,071	$3.7M
5	Sincerus Advisory, LLC	1.31%	37,876	$1.7M
6	REGATTA CAPITAL GROUP, LLC	1.02%	148,558	$6.8M
7	Equita Financial Network, Inc.	0.76%	52,803	$2.4M
8	Shotwell Rutter Baer Inc	0.70%	26,118	$1.2M
9	LOCKERMAN FINANCIAL GROUP, INC.	0.69%	8,461	$385K
10	Opes Wealth Management LLC	0.68%	90,386	$4.1M
11	BLUELINE ADVISORS LLC	0.51%	14,398	$655K
12	BSW Wealth Partners	0.48%	86,444	$3.9M
13	Pathfinder Wealth Consulting, Inc.	0.48%	16,237	$739K
14	Laurel Wealth Planning LLC	0.46%	19,019	$865K
15	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	0.45%	18,717	$852K
16	Mascoma Wealth Management LLC	0.40%	42,240	$1.9M
17	Private Wealth Management Group, LLC	0.35%	28,971	$1.3M
18	Bond & Devick Financial Network, Inc.	0.34%	27,079	$1.2M
19	Clarity Wealth Development LLC	0.34%	9,246	$421K
20	ST GERMAIN D J CO INC	0.34%	186,062	$8.5M
21	Old Peak Finance LLC	0.31%	11,551	$526K
22	VICUS CAPITAL	0.29%	87,818	$4.0M
23	Strategic Point Investment Advisors, LLC	0.29%	44,205	$2.0M
24	Emergent Wealth Advisors, LLC	0.29%	10,610	$483K
25	Revolve Wealth Partners, LLC	0.27%	45,482	$2.1M

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 58% buying: Last quarter: 138 funds bought or added vs 101 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 — 55% AUM from top-100 funds: 15 of 264 holders are among the 100 largest funds by AUM, controlling 55% 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?

62% of holders stayed for 2+ years: 163 out of 264 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.

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NUSHARES ETF TR (NULV)

Smart Money Signals — NULV

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+13 vs last Q)

62% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 58% of holders stayed 2+ years

Elite ownership — 55% AUM from top-100 funds

Hedge Fund Ownership: NULV

Market Analysis: NULV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NULV

Hedge Fund Positioning: NULV

Statistics: NULV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — NUSHARES ETF TR (NULV)

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