Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NULV)

274 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — NULV

Based on 276 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
276 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 — +12% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

112 buying131 selling
Last quarter: 131 funds reduced or exited vs 112 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 25 → 41 → 23. 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.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 22% medium 18% new
165 out of 276 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

20 → 16 → 25 → 41 → 23 new funds/Q
New funds entering each quarter: 16 → 25 → 41 → 23. 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.
🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

61% veterans 17% 1-2yr 22% new
Entry-cohort mix of 276 holders: 169 (61%) are 2+ year veterans, 46 entered 1–2 years ago, and 61 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
18 of 276 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.
3.9
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 — NULV

In 2026 Q1, 112 hedge funds were net buyers of NULV (23 opened a new position, 89 added to an existing one), while 131 reduced or exited (111 trimmed, 20 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in NULV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 276.

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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NULV

-- --

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

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

Signal Freshness measures how much NULV 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 · 79d ago
NULV
+9.5%
SPY
+13.9%

NULV outperformed SPY by -4.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
NULV
+0.3%
SPY
+0.2%

Since the filing became public, NULV outperformed SPY by +0.1% .

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: NULV
274 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 274 273 0.37%
13F Shares 33M 36M -7.91%
Total Value $1.46B $1.63B -10.3%
New Positions 22 41 -19
Increased Positions 88 104 -16
Closed Positions 21 15 +6
Reduced Positions 111 88 +23
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 Q1)

274 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forefront Analytics, LLC 8.10% 195,657 $8.9M
2 Invera Wealth Advisors, LLC 2.02% 69,295 $3.2M
3 Balanced Rock Investment Advisors LLC 1.85% 58,094 $2.6M
4 rebel Financial LLC 1.76% 89,316 $4.1M
5 Crux Wealth Advisors 1.42% 81,071 $3.7M
6 Sincerus Advisory, LLC 1.31% 37,876 $1.7M
7 Plum Street Advisors, LLC 1.22% 77,485 $3.5M
8 Regatta Capital Group, LLC 1.02% 148,558 $6.8M
9 Tiaa-Cref Individual & Institutional Services, LLC 0.84% 4,775,510 $217.3M
10 Equita Financial Network, Inc. 0.76% 52,803 $2.4M
11 Clarity Asset Management, Inc. 0.74% 32,261 $1.5M
12 Shotwell Rutter Baer Inc 0.70% 26,118 $1.2M
13 Lockerman Financial Group, INC. 0.69% 8,461 $385K
14 Opes Wealth Management LLC 0.68% 90,386 $4.1M
15 Blueline Advisors LLC 0.51% 14,398 $655K
16 BSW Wealth Partners 0.48% 86,444 $3.9M
17 Pathfinder Wealth Consulting, Inc. 0.48% 16,237 $739K
18 Laurel Wealth Planning LLC 0.46% 19,019 $865K
19 Sbe LLC Dba Cedar Cove Wealth Partners 0.45% 18,717 $852K
20 Mascoma Wealth Management LLC 0.40% 42,240 $1.9M
21 Sage Advisory Services, Ltd.Co. 0.38% 15,161 $690K
22 Private Wealth Management Group, LLC 0.35% 28,971 $1.3M
23 Bond & Devick Financial Network, Inc. 0.34% 27,079 $1.2M
24 Clarity Wealth Development LLC 0.34% 9,246 $421K
25 Legacy Edge Advisors, LLC 0.34% 71,441 $3.3M
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 (NULV)

What does the Smart Money Trend signal show for NULV?

Buying streak — 2 quarters in a row: For 2 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?

More sellers than buyers — 46% buying: Last quarter: 131 funds reduced or exited vs 112 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NULV holders?

Elite ownership — 55% AUM from top-100 funds: 18 of 276 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?

60% of holders stayed for 2+ years: 165 out of 276 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.

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

As of today, NULV has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), NULV has gained +9.5% vs +13.9% 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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