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 $257M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 2 closing their positions.
650% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 2
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more funds holding
Funds holding: 23 → 26 (+3)
10% more capital invested
Capital invested by funds: $235M → $257M (+$22.6M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.9M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$5.95M |
| 3 |
Morgan Stanley
New York
|
+$2.49M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.87M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$7.11M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.19M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$695K |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$293K |
AGGP Hedge Fund Activity: Q3 2017 in Review
26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q3 2017, worth a combined $257M — up 9.6% from $235M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AGGP positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 2 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $10.9M. The largest seller was Ogorek Anthony Joseph, exiting entirely with an estimated $7.11M sold.
- 26 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q3 2017, up from 23 in Q2 2017.
- Funds reported $257M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q3 2017, up 9.6% quarter-over-quarter.
- 5 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q3 2017 and 2 closed out, a net change of +3 holders.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q3 2017 was Wells Fargo, an estimated $10.9M added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q3 2017 was Ogorek Anthony Joseph, an estimated $7.11M sold.
Based on aggregated 13F filings for Q3 2017.