Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
29 hedge funds and large institutions have $64.3M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 7 closing their positions.
6.75% more ownership
Funds ownership: 74.35% → 81.1% (+6.8%)
9% less funds holding
Funds holding: 32 → 29 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
62% less capital invested
Capital invested by funds: $170M → $64.3M (-$106M)
64% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.59M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.18M |
| 3 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$693K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$397K |
| 5 |
Morgan Stanley
New York
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$91.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.98M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.91M |
| 4 |
Jane Street
New York
|
-$3.18M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$2.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $49K | – | – | – |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $36K | – | – | – |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $33K | -$2.48K | -98 | -7% |
|
29
Wells Fargo
San Francisco,
California
| $8K | – | – | – |
|
|
ACP
30
Aveo Capital Partners
Englewood,
Colorado
| – | -$2.83M | -113,474 | Closed |
|
|
CAG
31
Csenge Advisory Group
Clearwater,
Florida
| – | -$844K | -33,876 | Closed |
|
|
HH
32
Hilltop Holdings
Dallas,
Texas
| – | -$631K | -25,342 | Closed |
|
|
AI
33
Atria Investments
Charlotte,
North Carolina
| – | -$218K | -8,739 | Closed |
|
|
SF
34
Synovus Financial
Columbus,
Georgia
| – | -$104K | -4,220 | Closed |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| – | -$11K | -429 | Closed |
|
|
GSWM
36
Golden State Wealth Management
Santa Ana,
California
| – | -$2K | -96 | Closed |
|
NUAG Hedge Fund Activity: Q2 2020 in Review
29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2020, worth a combined $64.3M — down 62% from $170M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NUAG and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 5 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.59M. The largest seller was AssetMark Inc, cutting an estimated $91.2M.
- 29 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2020, down from 32 in Q1 2020.
- Funds reported $64.3M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2020, down 62% quarter-over-quarter.
- 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2020 and 7 closed out, a net change of -3 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $1.59M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2020 was AssetMark Inc, an estimated $91.2M sold.
Based on aggregated 13F filings for Q2 2020.