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Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG

33 hedge funds and large institutions have $239M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more capital invested

Capital invested by funds: $48.5M → $239M (+$190M)

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less funds holding

Funds holding: 36 → 33 (-3)

9.53% less ownership

Funds ownership: 77.82% → 68.28% (-9.5%)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
16
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$174M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
ACP
Aveo Capital Partners
Colorado
+$4.96M
4
QA
Quantitative Advantage
Minnesota
+$3.87M
5
BCM
Beaumont Capital Management
Massachusetts
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.9M
2
OMC
Old Mission Capital
Illinois
-$2.1M
3
FTUS
Flow Traders U.S.
New York
-$845K
4
Bank of America
Bank of America
North Carolina
-$126K
5
TIM
Tortoise Investment Management
New York
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
26
Cordasco Financial Network
Florida
$74K – – –
AWM
27
Accel Wealth Management
Iowa
$63K – – –
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$40K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$40K – – –
GRP
30
Global Retirement Partners
California
$22K -$1.78K -71 -8%
APA
31
American Portfolios Advisors
New York
$3.97K +$551 +22 +16%
GWM
32
Geneos Wealth Management
Colorado
$2K – – –
Wells Fargo
33
Wells Fargo
California
$1K -$15.6K -622 -91%
Jane Street
34
Jane Street
New York
– -$5.9M -236,774 Closed
OMC
35
Old Mission Capital
Illinois
– -$2.1M -84,175 Closed
FTUS
36
Flow Traders U.S.
New York
– -$845K -33,873 Closed
TIM
37
Tortoise Investment Management
New York
– -$125K -5,000 Closed
ASN
38
Advisory Services Network
Georgia
– -$15K -589 Closed
AWA
39
Arkadios Wealth Advisors
Georgia
– -$3K -134 Closed
1
2

NUAG Hedge Fund Activity: Q3 2021 in Review

33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q3 2021, worth a combined $239M — up 393% from $48.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NUAG and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was AssetMark Inc, adding an estimated $174M. The largest seller was Jane Street, exiting entirely with an estimated $5.9M sold.

  • 33 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q3 2021, down from 36 in Q2 2021.
  • Funds reported $239M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q3 2021, up 393% quarter-over-quarter.
  • 3 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q3 2021 and 6 closed out, a net change of -3 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q3 2021 was AssetMark Inc, an estimated $174M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q3 2021 was Jane Street, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2021.