IQ Enhanced Core Bond U.S. ETF
AGGE
AGGE was delisted on the 4th of February, 2020.
16 hedge funds and large institutions have $65.1M invested in IQ Enhanced Core Bond U.S. ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 12 → 16 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $75.2M → $65.1M (-$10.1M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$392K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$147K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$129K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$62.5K |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$39.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.16M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$2.14M |
| 3 |
Morgan Stanley
New York
|
-$1.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.21M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$933K |
AGGE Hedge Fund Activity: Q4 2016 in Review
16 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Bond U.S. ETF (AGGE) for Q4 2016, worth a combined $65.1M — down 13% from $75.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AGGE positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $392K. The largest seller was Commonwealth Equity Services, cutting an estimated $2.16M.
- 16 institutional investors held IQ Enhanced Core Bond U.S. ETF (AGGE) as of Q4 2016, up from 12 in Q3 2016.
- Funds reported $65.1M of IQ Enhanced Core Bond U.S. ETF stock for Q4 2016, down 13% quarter-over-quarter.
- 4 funds opened new IQ Enhanced Core Bond U.S. ETF positions in Q4 2016 and 0 closed out, a net change of +4 holders.
- The largest IQ Enhanced Core Bond U.S. ETF buyer in Q4 2016 was Private Advisor Group, an estimated $392K added.
- The largest IQ Enhanced Core Bond U.S. ETF seller in Q4 2016 was Commonwealth Equity Services, an estimated $2.16M sold.
Based on aggregated 13F filings for Q4 2016.