IQ Enhanced Core Plus Bond U.S. ETF
AGGP
AGGP was delisted on the 4th of February, 2021.
23 hedge funds and large institutions have $53.1M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $59.1M → $53.1M (-$5.97M)
12% less funds holding
Funds holding: 26 → 23 (-3)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$1.01M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$688K |
| 3 |
Jane Street
New York
|
+$413K |
| 4 |
Morgan Stanley
New York
|
+$35.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.6M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$639K |
| 3 |
LPL Financial
San Diego,
California
|
-$578K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$569K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$524K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | -$11K | -548 | Closed |
|
AGGP Hedge Fund Activity: Q1 2020 in Review
23 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q1 2020, worth a combined $53.1M — down 10% from $59.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AGGP and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 7 added.
The largest buyer was Burt Wealth Advisors, adding an estimated $1.01M. The largest seller was Wells Fargo, cutting an estimated $5.6M.
- 23 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q1 2020, down from 26 in Q4 2019.
- Funds reported $53.1M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q1 2020, down 10% quarter-over-quarter.
- 1 fund opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q1 2020 and 3 closed out, a net change of -2 holders.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q1 2020 was Burt Wealth Advisors, an estimated $1.01M added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q1 2020 was Wells Fargo, an estimated $5.6M sold.
Based on aggregated 13F filings for Q1 2020.