IQ Enhanced Core Plus Bond U.S. ETF
AGGP
AGGP was delisted on the 4th of February, 2021.
31 hedge funds and large institutions have $140M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less funds holding
Funds holding: 37 → 31 (-6)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
55% less capital invested
Capital invested by funds: $313M → $140M (-$173M)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.74M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.01M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$398K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$241K |
| 5 |
Goldman Sachs
New York
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$92.9M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$56.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.51M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.91M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.58M |
AGGP Hedge Fund Activity: Q4 2018 in Review
31 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q4 2018, worth a combined $140M — down 55% from $313M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of AGGP and 3 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 8 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $4.74M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $92.9M sold.
- 31 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q4 2018, down from 37 in Q3 2018.
- Funds reported $140M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q4 2018, down 55% quarter-over-quarter.
- 3 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q4 2018 and 9 closed out, a net change of -6 holders.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $4.74M added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $92.9M sold.
Based on aggregated 13F filings for Q4 2018.