IQ Enhanced Core Plus Bond U.S. ETF
AGGP
AGGP was delisted on the 4th of February, 2021.
28 hedge funds and large institutions have $134M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.
0.94% more ownership
Funds ownership: 85.2% → 86.13% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $139M → $134M (-$4.59M)
15% less funds holding
Funds holding: 33 → 28 (-5)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.04M |
| 3 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$965K |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$308K |
| 5 |
Jane Street
New York
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$2.96M |
| 3 |
Morgan Stanley
New York
|
-$878K |
| 4 |
LPL Financial
San Diego,
California
|
-$412K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$305K |
AGGP Hedge Fund Activity: Q2 2019 in Review
28 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q2 2019, worth a combined $134M — down 3.3% from $139M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AGGP and 1 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 9 added.
The largest buyer was Wells Fargo, adding an estimated $1.47M. The largest seller was Ladenburg Thalmann Financial Services, exiting entirely with an estimated $5M sold.
- 28 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q2 2019, down from 33 in Q1 2019.
- Funds reported $134M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q2 2019, down 3.3% quarter-over-quarter.
- 1 fund opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q2 2019 and 5 closed out, a net change of -4 holders.
- The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q2 2019 was Wells Fargo, an estimated $1.47M added.
- The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $5M sold.
Based on aggregated 13F filings for Q2 2019.