IQ Enhanced Core Plus Bond U.S. ETF
AGGP
AGGP was delisted on the 4th of February, 2021.
33 hedge funds and large institutions have $137M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 21 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more funds holding
Funds holding: 31 → 33 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $140M → $137M (-$2.56M)
86% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$2.87M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$459K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$282K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$198K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$49.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.67M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$1.08M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$915K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$493K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
26
Centaurus Financial
Anaheim,
California
| $92.7K | -$1.94K | -102 | -5% |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| $88K | -$8.22K | -433 | -9% |
|
|
CA
28
Cetera Advisors
Denver,
Colorado
| $50K | +$49.5K | +2,607 | New |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| $32K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $26K | – | – | – |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| $11K | -$1.1K | -58 | -9% |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $2K | +$1.9K | +100 | New |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
34
Goldman Sachs
New York
| – | -$211K | -11,145 | Closed |
|
|
AIC
35
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$163K | -8,646 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$19 | +1 | New |
|
AGGP Hedge Fund Activity: Q1 2019 in Review
33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q1 2019, worth a combined $137M — down 1.8% from $140M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AGGP positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 21 trimmed.
The largest buyer was Burt Wealth Advisors, adding an estimated $2.87M. The largest seller was Jane Street, cutting an estimated $2.38M.
- 33 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q1 2019, up from 31 in Q4 2018.
- Funds reported $137M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q1 2019, down 1.8% quarter-over-quarter.
- 4 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q1 2019 and 2 closed out, a net change of +2 holders.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q1 2019 was Burt Wealth Advisors, an estimated $2.87M added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q1 2019 was Jane Street, an estimated $2.38M sold.
Based on aggregated 13F filings for Q1 2019.