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AGGP

IQ Enhanced Core Plus Bond U.S. ETF

Delisted

AGGP was delisted on the 4th of February, 2021.

23 hedge funds and large institutions have $235M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

13% more capital invested

Capital invested by funds: $208M → $235M (+$26.7M)

0% more funds holding

Funds holding: 2323 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$156M +$5.62M +280,781 +4%
Bank of America
2
Bank of America
North Carolina
$22.5M +$12M +601,413 +115%
NYLIC
3
New York Life Insurance Company
New York
$13.6M
RJA
4
Raymond James & Associates
Florida
$10.4M +$81.8K +4,085 +0.8%
OAJ
5
Ogorek Anthony Joseph
New York
$7.11M +$228K +11,409 +3%
Morgan Stanley
6
Morgan Stanley
New York
$6.93M +$5.9M +294,822 +584%
LPL Financial
7
LPL Financial
California
$3.39M +$1M +50,117 +42%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.45M +$1.11M +55,343 +83%
RFWA
9
RPg Family Wealth Advisory
Massachusetts
$2.44M -$24.9K -1,244 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.97M -$6.5K -325 -0.3%
CFA
11
Carroll Financial Associates
North Carolina
$1.8M +$564K +28,186 +46%
UBS Group
12
UBS Group
Switzerland
$1.76M +$1.75M +87,540 +108,074%
CAN
13
Cetera Advisor Networks
California
$1.41M +$27.7K +1,384 +2%
IA
14
IFP Advisors
Florida
$1.19M +$1.18M +59,160 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.07M -$116K -5,776 -10%
MML Investors Services
16
MML Investors Services
Massachusetts
$652K +$651K +32,523 New
GLA
17
Good Life Advisors
Pennsylvania
$293K -$17.3K -865 -6%
WA
18
Winfield Associates
Ohio
$73K +$73.1K +3,650 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$42K -$71.5K -3,573 -63%
KF
20
Krilogy Financial
Missouri
$35K +$35K +1,750 New
Citigroup
21
Citigroup
New York
$30K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$8K
GWM
23
Geneos Wealth Management
Colorado
$6K
AG
24
Advisor Group
Arizona
-$2.27M -114,392 Closed
VKH
25
Virtu KCG Holdings
New York
-$1.39M -70,103 Closed

AGGP Hedge Fund Activity: Q2 2017 in Review

23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q2 2017, worth a combined $235M — up 13% from $208M a quarter earlier.

Fund positioning in AGGP was balanced in Q2 2017: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $12M. The largest seller was Advisor Group, exiting entirely with an estimated $2.27M sold.

  • 23 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $235M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q2 2017, up 13% quarter-over-quarter.
  • 4 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q2 2017 and 4 closed out, a net change of 0 holders.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q2 2017 was Bank of America, an estimated $12M added.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q2 2017 was Advisor Group, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2017.