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Nuveen Enhanced Yield US Aggregate Bond ETF

42 hedge funds and large institutions have $223M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

8% more funds holding

Funds holding: 3942 (+3)

2.98% more ownership

Funds ownership: 66.02%69% (+3%)

7% less capital invested

Capital invested by funds: $239M → $223M (-$15.6M)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$328K +$10.3K +438 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$241K +$77.9K +3,301 +46%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$222K -$16.5K -697 -7%
CFN
29
Cordasco Financial Network
Florida
$69K
AWM
30
Accel Wealth Management
Iowa
$41K -$17.8K -755 -30%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$1.82K +77 +5%
IA
32
IFP Advisors
Florida
$38K +$38K +1,612 New
SPIA
33
Steward Partners Investment Advisory
New York
$37K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$32K +$32.5K +1,379 New
GRP
35
Global Retirement Partners
California
$19K +$20.5K +870 New
HWMA
36
Heritage Wealth Management (Arizona)
Arizona
$15K +$14.9K +633 New
APA
37
American Portfolios Advisors
New York
$13.2K +$9.63K +408 +255%
MA
38
MUFG Americas
New York
$13K +$13.7K +581 New
Wells Fargo
39
Wells Fargo
California
$11K +$9.91K +420 +700%
GWMIA
40
Global Wealth Management Investment Advisory
Florida
$4K +$3.68K +156 New
GWM
41
Geneos Wealth Management
Colorado
$2K
Truist Financial
42
Truist Financial
North Carolina
-$537K -21,813 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$488K -19,802 Closed
TC
44
Truvestments Capital
Florida
-$5K -216 Closed
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
-$4K -178 Closed
CA
46
CoreCap Advisors
Michigan
-$2K -85 Closed
CWM
47
CarsonAllaria Wealth Management
Illinois
-$1K -35 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
+$24 +1 New

NUAG Hedge Fund Activity: Q1 2022 in Review

42 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2022, worth a combined $223M — down 6.5% from $239M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUAG positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $1.85M. The largest seller was AssetMark Inc, cutting an estimated $2.05M.

  • 42 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $223M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 11 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2022 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2022 was Csenge Advisory Group, an estimated $1.85M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2022 was AssetMark Inc, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2022.