Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
25 hedge funds and large institutions have $119M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
178% more capital invested
Capital invested by funds: $42.7M → $119M (+$75.9M)
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
19.96% more ownership
Funds ownership: 60.34% → 80.3% (+20%)
19% more funds holding
Funds holding: 21 → 25 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$48.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.2M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.56M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.37M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$960K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$709K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$210K |
| 3 |
Morgan Stanley
New York
|
-$203K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$104K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$104K | -4,398 | Closed |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$7K | -307 | Closed |
|
NUAG Hedge Fund Activity: Q3 2018 in Review
25 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q3 2018, worth a combined $119M — up 178% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUAG positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $48.7M. The largest seller was Bank of America, cutting an estimated $709K.
- 25 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q3 2018, up from 21 in Q2 2018.
- Funds reported $119M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q3 2018, up 178% quarter-over-quarter.
- 6 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q3 2018 and 2 closed out, a net change of +4 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q3 2018 was AssetMark Inc, an estimated $48.7M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q3 2018 was Bank of America, an estimated $709K sold.
Based on aggregated 13F filings for Q3 2018.