We are live on ! Find out more
NUAG icon

Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG

36 hedge funds and large institutions have $71.3M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

6.75% more ownership

Funds ownership: 79.93% → 86.68% (+6.7%)

6% more funds holding

Funds holding: 34 → 36 (+2)

5% more capital invested

Capital invested by funds: $67.7M → $71.3M (+$3.56M)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$3.21M
2
FTUS
Flow Traders U.S.
New York
+$3.16M
3
EH
Equitable Holdings
New York
+$2.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$816K
5
SS
Simplicity Solutions
Minnesota
+$336K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.89M
2
Morgan Stanley
Morgan Stanley
New York
-$2.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
4
MWA
MFA Wealth Advisors
Pennsylvania
-$702K
5
Bank of America
Bank of America
North Carolina
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
26
Cordasco Financial Network
Florida
$77K – – –
AWM
27
Accel Wealth Management
Iowa
$75K +$75K +2,928 New
SPIA
28
Steward Partners Investment Advisory
New York
$48K +$4.56K +178 +11%
GRP
29
Global Retirement Partners
California
$38K – – –
PWM
30
Perigon Wealth Management
California
$38K +$37.6K +1,467 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$35K – – –
APC
32
Aspire Private Capital
North Carolina
$25K -$3.97K -155 -14%
ASN
33
Advisory Services Network
Georgia
$12K – – –
HNB
34
Huntington National Bank
Ohio
$11K – – –
Wells Fargo
35
Wells Fargo
California
$4K +$1.54K +60 +71%
APA
36
American Portfolios Advisors
New York
$2.26K – – –
GWM
37
Geneos Wealth Management
Colorado
$2K +$2.82K +110 New
Jane Street
38
Jane Street
New York
– -$4.89M -190,272 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$1.04M -40,334 Closed
MWA
40
MFA Wealth Advisors
Pennsylvania
– -$702K -27,341 Closed
ACP
41
Aveo Capital Partners
Colorado
– -$454K -17,669 Closed
1
2

NUAG Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2020, worth a combined $71.3M — up 5.2% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUAG positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $3.21M. The largest seller was Jane Street, exiting entirely with an estimated $4.89M sold.

  • 36 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2020, up from 34 in Q3 2020.
  • Funds reported $71.3M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2020, up 5.2% quarter-over-quarter.
  • 6 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2020 and 4 closed out, a net change of +2 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2020 was AssetMark Inc, an estimated $3.21M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2020 was Jane Street, an estimated $4.89M sold.

Based on aggregated 13F filings for Q4 2020.