Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
32 hedge funds and large institutions have $170M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.
157% more capital invested
Capital invested by funds: $66.4M → $170M (+$104M)
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
10% more funds holding
Funds holding: 29 → 32 (+3)
21.88% less ownership
Funds ownership: 96.23% → 74.35% (-22%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$96.4M |
| 2 |
Jane Street
New York
|
+$5.14M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$2.82M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.25M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$843K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.55M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.15M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.72M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$710K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
26
Synovus Financial
Columbus,
Georgia
| $104K | +$105K | +4,220 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $48K | – | – | – |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $35K | -$17.1K | -688 | -33% |
|
|
PFGIA
29
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $35K | – | – | – |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $11K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $7K | -$19.4K | -782 | -73% |
|
|
GSWM
32
Golden State Wealth Management
Santa Ana,
California
| $2K | +$2.39K | +96 | New |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$1.72M | -69,813 | Closed |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$710K | -28,843 | Closed |
|
35
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$381K | -15,463 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$4K | -174 | Closed |
|
NUAG Hedge Fund Activity: Q1 2020 in Review
32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2020, worth a combined $170M — up 157% from $66.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NUAG positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $96.4M. The largest seller was Bank of America, cutting an estimated $3.55M.
- 32 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2020, up from 29 in Q4 2019.
- Funds reported $170M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2020, up 157% quarter-over-quarter.
- 9 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2020 and 4 closed out, a net change of +5 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $96.4M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2020 was Bank of America, an estimated $3.55M sold.
Based on aggregated 13F filings for Q1 2020.