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AGGP

IQ Enhanced Core Plus Bond U.S. ETF

Delisted

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

25 hedge funds and large institutions have $52.7M invested in IQ Enhanced Core Plus Bond U.S. ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 9 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

9% more funds holding

Funds holding: 2325 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $53.1M → $52.7M (-$380K)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
4
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1
Burt Wealth Advisors
Maryland
$37.6M +$121K +6,076 +0.3%
LPL Financial
2
LPL Financial
California
$2.59M -$168K -8,403 -6%
Bank of America
3
Bank of America
North Carolina
$2.31M -$987K -49,496 -30%
Wells Fargo
4
Wells Fargo
California
$1.98M +$1.74M +87,011 +703%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.92M -$54.6K -2,737 -3%
CF
6
Centaurus Financial
California
$1.34M -$108K -5,390 -7%
Jane Street
7
Jane Street
New York
$1.13M -$350K -17,542 -24%
Morgan Stanley
8
Morgan Stanley
New York
$1.1M +$134K +6,725 +14%
MA
9
Mutual Advisors
Nebraska
$658K +$269K +13,468 +69%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$502K +$502K +25,173 New
FFA
11
First Foundation Advisors
California
$284K -$513K -25,706 -64%
Citadel Advisors
12
Citadel Advisors
Florida
$283K +$283K +14,189 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$234K -$4.97K -249 -2%
FAIM
14
Financial Advocates Investment Management
Washington
$227K -$10.1K -507 -4%
PAG
15
Private Advisor Group
New Jersey
$151K +$151K +7,567 New
Citigroup
16
Citigroup
New York
$87K
CFA
17
Carroll Financial Associates
North Carolina
$76K
FHA
18
Flagship Harbor Advisors
Massachusetts
$75K
UBS Group
19
UBS Group
Switzerland
$64K -$62.9K -3,153 -50%
HIA
20
Harbor Investment Advisory
Maryland
$48K
CAN
21
Cetera Advisor Networks
California
$22K +$22.5K +1,128 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20K
Osaic Holdings
23
Osaic Holdings
Arizona
$11K
TRCT
24
Tower Research Capital (TRC)
New York
$4K
GWM
25
Geneos Wealth Management
Colorado
$1K

AGGP Hedge Fund Activity: Q2 2020 in Review

25 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in IQ Enhanced Core Plus Bond U.S. ETF (AGGP) for Q2 2020, worth a combined $52.7M — down 0.72% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AGGP positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.

  • 25 institutional investors held IQ Enhanced Core Plus Bond U.S. ETF (AGGP) as of Q2 2020, up from 23 in Q1 2020.
  • Funds reported $52.7M of IQ Enhanced Core Plus Bond U.S. ETF stock for Q2 2020, down 0.72% quarter-over-quarter.
  • 4 funds opened new IQ Enhanced Core Plus Bond U.S. ETF positions in Q2 2020 and 2 closed out, a net change of +2 holders.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF buyer in Q2 2020 was Wells Fargo, an estimated $1.74M added.
  • The largest IQ Enhanced Core Plus Bond U.S. ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2020.