IQ Enhanced Core Plus Bond U.S. ETF
AGGP
AGGP was delisted on the 4th of February, 2021.
36 hedge funds and large institutions have $222M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 7 closing their positions.
2.6% more ownership
Funds ownership: 84.4% → 87% (+2.6%)
12% less funds holding
Funds holding: 41 → 36 (-5)
19% less capital invested
Capital invested by funds: $273M → $222M (-$50.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
67% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 21
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.2M |
| 2 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$1.14M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$562K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$306K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$33M |
| 2 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$7.86M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.17M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.7M |
| 5 |
Morgan Stanley
New York
|
-$1.52M |
AGGP Hedge Fund Activity: Q3 2018 in Review
36 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q3 2018, worth a combined $222M — down 19% from $273M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AGGP and 2 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, adding an estimated $3.2M. The largest seller was New York Life Investment Management, cutting an estimated $33M.
- 36 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q3 2018, down from 41 in Q2 2018.
- Funds reported $222M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q3 2018, down 19% quarter-over-quarter.
- 2 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q3 2018 and 7 closed out, a net change of -5 holders.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q3 2018 was Jane Street, an estimated $3.2M added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q3 2018 was New York Life Investment Management, an estimated $33M sold.
Based on aggregated 13F filings for Q3 2018.