We are live on ! Find out more
NUAG icon

Nuveen Enhanced Yield US Aggregate Bond ETF

38 hedge funds and large institutions have $129M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $71.3M → $129M (+$57.5M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

6% more funds holding

Funds holding: 3638 (+2)

14.27% less ownership

Funds ownership: 86.68%72.41% (-14%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
13
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$140K
TIM
27
Tortoise Investment Management
New York
$124K
HI
28
Harbour Investments
Wisconsin
$100K +$102K +4,050 New
CFN
29
Cordasco Financial Network
Florida
$74K
AWM
30
Accel Wealth Management
Iowa
$72K
IA
31
IFP Advisors
Florida
$52K -$135K -5,379 -72%
SPIA
32
Steward Partners Investment Advisory
New York
$46.1K
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$4.61K +183 +13%
GRP
34
Global Retirement Partners
California
$23K -$13.2K -526 -36%
APA
35
American Portfolios Advisors
New York
$9.93K +$7.9K +314 +357%
AWA
36
Arkadios Wealth Advisors
Georgia
$6K +$6.67K +265 New
Wells Fargo
37
Wells Fargo
California
$2K -$2.09K -83 -58%
GWM
38
Geneos Wealth Management
Colorado
$2K
FTUS
39
Flow Traders U.S.
New York
-$3.94M -153,210 Closed
EH
40
Equitable Holdings
New York
-$2.27M -88,127 Closed
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
-$592K -23,033 Closed
PWM
42
Perigon Wealth Management
California
-$38K -1,467 Closed
APC
43
Aspire Private Capital
North Carolina
-$25K -977 Closed
ASN
44
Advisory Services Network
Georgia
-$12K -457 Closed

NUAG Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2021, worth a combined $129M — up 81% from $71.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUAG positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $54M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.94M sold.

  • 38 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $129M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2021, up 81% quarter-over-quarter.
  • 8 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2021 and 6 closed out, a net change of +2 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $54M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2021 was Flow Traders U.S., an estimated $3.94M sold.

Based on aggregated 13F filings for Q1 2021.