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AGGP

IQ Enhanced Core Plus Bond U.S. ETF
AGGP

Delisted

AGGP was delisted on the 4th of February, 2021.

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31 hedge funds and large institutions have $140M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

16% less funds holding

Funds holding: 37 → 31 (-6)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

55% less capital invested

Capital invested by funds: $313M → $140M (-$173M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
31
Holders Change
-6
Holders Change %
-16.22%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
3
Increased
8
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$4.74M
2
PAG
Private Advisor Group
New Jersey
+$1.01M
3
TSS
Two Sigma Securities
New York
+$398K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$241K
5
Goldman Sachs
Goldman Sachs
New York
+$211K

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$92.9M
2
NYLIM
New York Life Investment Management
New York
-$56.5M
3
RJA
Raymond James & Associates
Florida
-$7.51M
4
Wells Fargo
Wells Fargo
California
-$5.91M
5
Bank of America
Bank of America
North Carolina
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$97K +$50.1K +2,650 +106%
CFA
27
Carroll Financial Associates
North Carolina
$96K -$1.83M -96,856 -95%
IA
28
IFP Advisors
Florida
$26K – – –
AG
29
Advisor Group
Arizona
$12K – – –
GWM
30
Geneos Wealth Management
Colorado
$1K -$1.36K -72 -50%
CF
31
Centaurus Financial
California
$99 +$33.6K +1,778 +1,743%
CWM
32
Cornerstone Wealth Management
Missouri
– -$92.9M -1,869,689 Closed
SS
33
Simplicity Solutions
Minnesota
– -$379K -19,787 Closed
Deutsche Bank
34
Deutsche Bank
Germany
– -$363K -18,969 Closed
AWM
35
AE Wealth Management
Kansas
– -$353K -18,468 Closed
WP
36
WealthPLAN Partners
Nebraska
– -$268K -14,247 Closed
Stifel Financial
37
Stifel Financial
Missouri
– -$254K -13,288 Closed
WA
38
Winfield Associates
Ohio
– -$221K -11,550 Closed
KF
39
Krilogy Financial
Missouri
– -$69K -3,600 Closed
SWP
40
Stratos Wealth Partners
Ohio
– -$26K -1,375 Closed
1
2

AGGP Hedge Fund Activity: Q4 2018 in Review

31 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q4 2018, worth a combined $140M — down 55% from $313M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AGGP and 3 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 8 added.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $4.74M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $92.9M sold.

  • 31 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $140M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q4 2018, down 55% quarter-over-quarter.
  • 3 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q4 2018 and 9 closed out, a net change of -6 holders.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $4.74M added.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $92.9M sold.

Based on aggregated 13F filings for Q4 2018.