IQ Enhanced Core Plus Bond U.S. ETF
AGGP
AGGP was delisted on the 4th of February, 2021.
47 hedge funds and large institutions have $418M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more capital invested
Capital invested by funds: $298M → $418M (+$119M)
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
12% more funds holding
Funds holding: 42 → 47 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
+$133M |
| 2 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$30.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.42M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.03M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$38M |
| 2 |
Morgan Stanley
New York
|
-$4.39M |
| 3 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$2.11M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.43M |
| 5 |
VF
Virtu Financial
New York
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$203K | -10,161 | Closed |
|
AGGP Hedge Fund Activity: Q1 2018 in Review
47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q1 2018, worth a combined $418M — up 40% from $298M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AGGP positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $133M. The largest seller was New York Life Investment Management, cutting an estimated $38M.
- 47 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q1 2018, up from 42 in Q4 2017.
- Funds reported $418M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q1 2018, up 40% quarter-over-quarter.
- 9 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q1 2018 and 4 closed out, a net change of +5 holders.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q1 2018 was Mackay Shields LLC, an estimated $133M added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q1 2018 was New York Life Investment Management, an estimated $38M sold.
Based on aggregated 13F filings for Q1 2018.