Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
34 hedge funds and large institutions have $184M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
161% more capital invested
Capital invested by funds: $70.3M → $184M (+$113M)
17% more funds holding
Funds holding: 29 → 34 (+5)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
23.6% less ownership
Funds ownership: 98.85% → 75.25% (-24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$107M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.26M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$2.95M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$952K |
| 5 |
Morgan Stanley
New York
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.63M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.39M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.28M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$406K |
| 5 |
Jane Street
New York
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $151K | -$197K | -7,985 | -57% |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| $142K | -$179K | -7,254 | -56% |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $52K | -$9.3K | -377 | -15% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $48K | +$47.6K | +1,929 | New |
|
|
PFGIA
30
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $35K | – | – | – |
|
|
FAAS
31
First Allied Advisory Services
San Diego,
California
| $19K | +$18.9K | +767 | New |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $11K | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $4K | -$15K | -610 | -78% |
|
|
GSWM
34
Golden State Wealth Management
Santa Ana,
California
| $2K | – | – | – |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.39M | -56,550 | Closed |
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17K | -688 | Closed |
|
NUAG Hedge Fund Activity: Q3 2019 in Review
34 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q3 2019, worth a combined $184M — up 161% from $70.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NUAG positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $107M. The largest seller was Citadel Advisors, cutting an estimated $4.63M.
- 34 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q3 2019, up from 29 in Q2 2019.
- Funds reported $184M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q3 2019, up 161% quarter-over-quarter.
- 7 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q3 2019 and 2 closed out, a net change of +5 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q3 2019 was AssetMark Inc, an estimated $107M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q3 2019 was Citadel Advisors, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2019.