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 $201M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
44% more funds holding
Funds holding: 16 → 23 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
19% less capital invested
Capital invested by funds: $247M → $201M (-$46M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFP
Cornerstone Financial Partners
Huntersville,
North Carolina
|
+$2.99M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$2.42M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.39M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.11M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$620K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$29.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.4M |
| 3 |
Morgan Stanley
New York
|
-$8.94M |
| 4 |
LPL Financial
San Diego,
California
|
-$420K |
| 5 |
Jane Street
New York
|
-$135K |
AGGP Hedge Fund Activity: Q4 2016 in Review
23 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q4 2016, worth a combined $201M — down 19% from $247M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGGP positions and 1 closed out — a net gain of 7 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Cornerstone Financial Partners, adding an estimated $2.99M. The largest seller was New York Life Investment Management, cutting an estimated $29.5M.
- 23 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q4 2016, up from 16 in Q3 2016.
- Funds reported $201M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q4 2016, down 19% quarter-over-quarter.
- 8 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q4 2016 and 1 closed out, a net change of +7 holders.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q4 2016 was Cornerstone Financial Partners, an estimated $2.99M added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q4 2016 was New York Life Investment Management, an estimated $29.5M sold.
Based on aggregated 13F filings for Q4 2016.