Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
29 hedge funds and large institutions have $70.3M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 0 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
16% more funds holding
Funds holding: 25 → 29 (+4)
7% more capital invested
Capital invested by funds: $65.8M → $70.3M (+$4.45M)
3.8% more ownership
Funds ownership: 95.05% → 98.85% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.6M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.57M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$213K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.4M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.8M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$278K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$170K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$51.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $19K | +$18.8K | +784 | New |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $17K | +$16.5K | +688 | New |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $11K | -$18.1K | -755 | -64% |
|
|
HWM
29
Holloway Wealth Management
Gainesville,
Florida
| $8K | – | – | – |
|
|
GSWM
30
Golden State Wealth Management
Santa Ana,
California
| $2K | – | – | – |
|
NUAG Hedge Fund Activity: Q2 2019 in Review
29 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2019, worth a combined $70.3M — up 6.8% from $65.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUAG positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $4.6M. The largest seller was Envestnet Asset Management, cutting an estimated $5.4M.
- 29 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2019, up from 25 in Q1 2019.
- Funds reported $70.3M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2019, up 6.8% quarter-over-quarter.
- 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2019 and 0 closed out, a net change of +4 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2019 was Citadel Advisors, an estimated $4.6M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2019 was Envestnet Asset Management, an estimated $5.4M sold.
Based on aggregated 13F filings for Q2 2019.