We are live on ! Find out more
AGGP

IQ Enhanced Core Plus Bond U.S. ETF

Delisted

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

33 hedge funds and large institutions have $137M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 3133 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $140M → $137M (-$2.56M)

86% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 21

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
3
Reduced
21
Closed
2
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
$58M -$1.08M -57,046 -2%
BWA
2
Burt Wealth Advisors
Maryland
$33.5M +$2.87M +151,215 +9%
Bank of America
3
Bank of America
North Carolina
$16.3M -$493K -25,985 -3%
Wells Fargo
4
Wells Fargo
California
$7.43M -$1.67M -87,808 -18%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5M -$71.9K -3,784 -1%
LPL Financial
6
LPL Financial
California
$4.43M -$234K -12,337 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.97M -$44.3K -2,334 -1%
Morgan Stanley
8
Morgan Stanley
New York
$1.86M -$249K -13,122 -12%
FAIM
9
Financial Advocates Investment Management
Washington
$1.22M +$459K +24,182 +62%
Jane Street
10
Jane Street
New York
$1.05M -$2.38M -125,069 -70%
Citadel Advisors
11
Citadel Advisors
Florida
$984K +$282K +14,849 +41%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$772K -$233K -12,245 -23%
PAG
13
Private Advisor Group
New Jersey
$670K -$915K -48,204 -58%
MA
14
Mutual Advisors
Nebraska
$421K
RJA
15
Raymond James & Associates
Florida
$386K -$333K -17,532 -47%
PCG
16
Private Capital Group
Connecticut
$336K -$38K -2,000 -10%
TSS
17
Two Sigma Securities
New York
$271K -$132K -6,948 -33%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$252K -$56.9K -2,996 -19%
PFS
19
Prospera Financial Services
Texas
$240K -$5.41K -285 -2%
BTS
20
BB&T Securities
Virginia
$225K -$57K -3,000 -20%
FFA
21
First Foundation Advisors
California
$200K +$198K +10,419 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$162K -$9.49K -500 -6%
FHA
23
Flagship Harbor Advisors
Massachusetts
$105K
UBS Group
24
UBS Group
Switzerland
$100K -$100K -5,279 -50%
Citigroup
25
Citigroup
New York
$99K

AGGP Hedge Fund Activity: Q1 2019 in Review

33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q1 2019, worth a combined $137M — down 1.8% from $140M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AGGP positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 21 trimmed.

The largest buyer was Burt Wealth Advisors, adding an estimated $2.87M. The largest seller was Jane Street, cutting an estimated $2.38M.

  • 33 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q1 2019, up from 31 in Q4 2018.
  • Funds reported $137M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q1 2019, down 1.8% quarter-over-quarter.
  • 4 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q1 2019 and 2 closed out, a net change of +2 holders.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q1 2019 was Burt Wealth Advisors, an estimated $2.87M added.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q1 2019 was Jane Street, an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2019.