IQ Enhanced Core Plus Bond U.S. ETF
AGGP
AGGP was delisted on the 4th of February, 2021.
26 hedge funds and large institutions have $59.1M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 3 closing their positions.
4% less funds holding
Funds holding: 27 → 26 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
36% less capital invested
Capital invested by funds: $92.7M → $59.1M (-$33.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
+$448K |
| 2 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$377K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$11.9K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$10K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$27.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.66M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.13M |
| 4 |
Jane Street
New York
|
-$1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$630K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
NYLIM
27
New York Life Investment Management
New York
| – | -$27.7M | -1,406,799 | Closed |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$630K | -32,012 | Closed |
|
|
PCG
29
Private Capital Group
West Hartford,
Connecticut
| – | -$99K | -5,000 | Closed |
|
AGGP Hedge Fund Activity: Q4 2019 in Review
26 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q4 2019, worth a combined $59.1M — down 36% from $92.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AGGP and 2 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 4 added.
The largest buyer was First Foundation Advisors, adding an estimated $448K. The largest seller was New York Life Investment Management, exiting entirely with an estimated $27.7M sold.
- 26 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q4 2019, down from 27 in Q3 2019.
- Funds reported $59.1M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q4 2019, down 36% quarter-over-quarter.
- 2 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q4 2019 and 3 closed out, a net change of -1 holder.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q4 2019 was First Foundation Advisors, an estimated $448K added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q4 2019 was New York Life Investment Management, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2019.