IQ Enhanced Core Bond U.S. ETF
AGGE
AGGE was delisted on the 4th of February, 2020.
14 hedge funds and large institutions have $65.2M invested in IQ Enhanced Core Bond U.S. ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 4 closing their positions.
20% more capital invested
Capital invested by funds: $54.5M → $65.2M (+$10.7M)
7% less funds holding
Funds holding: 15 → 14 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
86% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
+$28.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.02M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$107K |
| 4 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$2.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$6.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.3M |
| 3 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
-$2.97M |
| 4 |
VF
Virtu Financial
New York
|
-$845K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$521K |
AGGE Hedge Fund Activity: Q1 2018 in Review
14 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Bond U.S. ETF (AGGE) for Q1 2018, worth a combined $65.2M — up 20% from $54.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AGGE and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 1 added.
The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $28.4M. The largest seller was New York Life Investment Management, cutting an estimated $6.77M.
- 14 institutional investors held IQ Enhanced Core Bond U.S. ETF (AGGE) as of Q1 2018, down from 15 in Q4 2017.
- Funds reported $65.2M of IQ Enhanced Core Bond U.S. ETF stock for Q1 2018, up 20% quarter-over-quarter.
- 3 funds opened new IQ Enhanced Core Bond U.S. ETF positions in Q1 2018 and 4 closed out, a net change of -1 holder.
- The largest IQ Enhanced Core Bond U.S. ETF buyer in Q1 2018 was Mackay Shields LLC, an estimated $28.4M added.
- The largest IQ Enhanced Core Bond U.S. ETF seller in Q1 2018 was New York Life Investment Management, an estimated $6.77M sold.
Based on aggregated 13F filings for Q1 2018.