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AGGP

IQ Enhanced Core Plus Bond U.S. ETF

Delisted

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

42 hedge funds and large institutions have $298M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

62% more funds holding

Funds holding: 2642 (+16)

16% more capital invested

Capital invested by funds: $257M → $298M (+$40.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
42
Holders Change
+16
Holders Change %
+61.54%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
20
Reduced
2
Closed
1
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
$175M +$14.8M +736,187 +9%
Bank of America
2
Bank of America
North Carolina
$28.1M +$4.01M +200,033 +17%
Wells Fargo
3
Wells Fargo
California
$19.9M +$9.08M +452,877 +83%
Morgan Stanley
4
Morgan Stanley
New York
$12.6M +$3.25M +162,231 +35%
RJA
5
Raymond James & Associates
Florida
$11.7M +$870K +43,429 +8%
UWM
6
USAdvisors Wealth Management
Minnesota
$7.14M +$7.18M +358,059 New
LPL Financial
7
LPL Financial
California
$5.69M +$1.18M +59,060 +26%
UBS Group
8
UBS Group
Switzerland
$4.37M +$843K +42,060 +24%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.92M +$870K +43,409 +28%
CFA
10
Carroll Financial Associates
North Carolina
$2.83M +$365K +18,209 +15%
IA
11
IFP Advisors
Florida
$2.75M +$1.58M +78,939 +133%
RFWA
12
RPg Family Wealth Advisory
Massachusetts
$2.44M +$10.4K +519 +0.4%
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$2.16M +$2.18M +108,810 New
CWM
14
Cornerstone Wealth Management
Missouri
$1.87M +$19.7K +985 +1%
VF
15
Virtu Financial
New York
$1.59M +$1.24M +61,703 +344%
CF
16
Centaurus Financial
California
$1.54M +$1.55M +77,426 New
CAN
17
Cetera Advisor Networks
California
$1.51M +$97.7K +4,873 +7%
PAG
18
Private Advisor Group
New Jersey
$1.45M +$670K +33,413 +85%
BTS
19
BB&T Securities
Virginia
$1.19M +$1.2M +59,734 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.11M +$332K +16,566 +43%
IH
21
IFC Holdings
Florida
$1M +$1.01M +50,413 New
GWM
22
Geneos Wealth Management
Colorado
$958K +$37K +1,844 +4%
FAIM
23
Financial Advocates Investment Management
Washington
$846K +$850K +42,415 New
MML Investors Services
24
MML Investors Services
Massachusetts
$743K +$22.1K +1,105 +3%
AWM
25
AE Wealth Management
Kansas
$646K +$648K +32,360 New

AGGP Hedge Fund Activity: Q4 2017 in Review

42 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q4 2017, worth a combined $298M — up 16% from $257M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AGGP positions and 1 closed out — a net gain of 16 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $14.8M. The largest seller was New York Life Insurance Company, exiting entirely with an estimated $13.6M sold.

  • 42 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q4 2017, up from 26 in Q3 2017.
  • Funds reported $298M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 17 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q4 2017 and 1 closed out, a net change of +16 holders.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q4 2017 was New York Life Investment Management, an estimated $14.8M added.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q4 2017 was New York Life Insurance Company, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2017.