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AGGP

IQ Enhanced Core Plus Bond U.S. ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+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: 4247 (+5)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
9
Increased
20
Reduced
15
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
$132M -$38M -1,951,029 -22%
MSL
2
Mackay Shields LLC
New York
$132M +$133M +6,845,612 New
BWA
3
Burt Wealth Advisors
Maryland
$29.9M +$30.1M +1,544,768 +39,609%
Bank of America
4
Bank of America
North Carolina
$26.6M -$564K -28,987 -2%
Wells Fargo
5
Wells Fargo
California
$25.6M +$6.42M +329,879 +33%
RJA
6
Raymond James & Associates
Florida
$11.6M +$348K +17,853 +3%
Morgan Stanley
7
Morgan Stanley
New York
$7.83M -$4.39M -225,427 -36%
UWM
8
USAdvisors Wealth Management
Minnesota
$7.66M +$757K +38,887 +11%
LPL Financial
9
LPL Financial
California
$6.69M +$1.2M +61,639 +22%
PAG
10
Private Advisor Group
New Jersey
$4.4M +$3.03M +155,479 +214%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.14M +$357K +18,342 +9%
CFA
12
Carroll Financial Associates
North Carolina
$2.83M +$102K +5,262 +4%
UBS Group
13
UBS Group
Switzerland
$2.81M -$1.43M -73,281 -33%
IA
14
IFP Advisors
Florida
$2.75M
RFWA
15
RPg Family Wealth Advisory
Massachusetts
$2.41M +$58.4K +2,999 +2%
CF
16
Centaurus Financial
California
$1.94M +$451K +23,178 +30%
CWM
17
Cornerstone Wealth Management
Missouri
$1.89M +$81.8K +4,200 +4%
BTS
18
BB&T Securities
Virginia
$1.53M +$381K +19,582 +33%
GWM
19
Geneos Wealth Management
Colorado
$1.52M +$596K +30,610 +64%
CAN
20
Cetera Advisor Networks
California
$1.35M -$111K -5,685 -8%
AI
21
Atria Investments
North Carolina
$978K +$377K +19,356 +62%
SWP
22
Stratos Wealth Partners
Ohio
$836K +$843K +43,329 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$818K -$255K -13,110 -24%
FAIM
24
Financial Advocates Investment Management
Washington
$796K -$21.9K -1,124 -3%
WP
25
WealthPLAN Partners
Nebraska
$694K +$176K +9,034 +34%

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.