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Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG

36 hedge funds and large institutions have $48.5M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.41% more ownership

Funds ownership: 72.41% → 77.82% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 38 → 36 (-2)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

62% less capital invested

Capital invested by funds: $129M → $48.5M (-$80.3M)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
12
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.82M
2
OMC
Old Mission Capital
Illinois
+$2.09M
3
FTUS
Flow Traders U.S.
New York
+$841K
4
AP
Advisors Preferred
Maryland
+$417K
5
SS
Simplicity Solutions
Minnesota
+$403K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$65.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.08M
3
ACP
Aveo Capital Partners
Colorado
-$3.96M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$3.71M
5
BCI
Brinker Capital Investments
Pennsylvania
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
26
Cordasco Financial Network
Florida
$75K – – –
AWM
27
Accel Wealth Management
Iowa
$63K -$9.85K -397 -14%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$1.94K +78 +5%
SPIA
29
Steward Partners Investment Advisory
New York
$40K -$6.2K -250 -13%
GRP
30
Global Retirement Partners
California
$23K – – –
AssetMark Inc
31
AssetMark Inc
California
$17K -$65.2M -2,626,127 -100%
Wells Fargo
32
Wells Fargo
California
$17K +$15.4K +621 +1,018%
ASN
33
Advisory Services Network
Georgia
$15K +$14.6K +589 New
APA
34
American Portfolios Advisors
New York
$3.44K -$6.55K -264 -66%
AWA
35
Arkadios Wealth Advisors
Georgia
$3K -$3.25K -131 -49%
GWM
36
Geneos Wealth Management
Colorado
$2K – – –
BCI
37
Brinker Capital Investments
Pennsylvania
– -$3.07M -124,400 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– -$3.02M -122,421 Closed
AIC
39
Ameritas Investment Company
Nebraska
– -$461K -18,679 Closed
W
40
WealthOne
New York
– -$373K -15,081 Closed
CFA
41
Carroll Financial Associates
North Carolina
– -$140K -5,676 Closed
IA
42
IFP Advisors
Florida
– -$52.9K -2,133 Closed
1
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NUAG Hedge Fund Activity: Q2 2021 in Review

36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2021, worth a combined $48.5M — down 62% from $129M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NUAG and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $3.82M. The largest seller was AssetMark Inc, cutting an estimated $65.2M.

  • 36 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2021, down from 38 in Q1 2021.
  • Funds reported $48.5M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2021, down 62% quarter-over-quarter.
  • 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2021 and 6 closed out, a net change of -2 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2021 was Jane Street, an estimated $3.82M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2021 was AssetMark Inc, an estimated $65.2M sold.

Based on aggregated 13F filings for Q2 2021.