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Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG

47 hedge funds and large institutions have $128M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

12% more funds holding

Funds holding: 42 → 47 (+5)

2.85% more ownership

Funds ownership: 69% → 71.84% (+2.8%)

42% less capital invested

Capital invested by funds: $223M → $128M (-$94.8M)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.11M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.06M
3
AWM
Axxcess Wealth Management
California
+$497K
4
AWS
Atria Wealth Solutions
New York
+$437K
5
AWM
AE Wealth Management
Kansas
+$358K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$79.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.1M
3
AG
Ascent Group
Virginia
-$2.19M
4
MMA
Miracle Mile Advisors
California
-$1.29M
5
OMC
Old Mission Capital
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
26
Miracle Mile Advisors
California
$296K -$1.29M -59,209 -81%
MML Investors Services
27
MML Investors Services
Massachusetts
$251K -$57.6K -2,635 -18%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$248K +$252K +11,527 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$217K +$8.92K +408 +4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$181K -$45K -2,060 -20%
AP
31
Advisors Preferred
Maryland
$138K -$265K -12,123 -65%
HI
32
Harbour Investments
Wisconsin
$87K +$88.5K +4,050 New
CFN
33
Cordasco Financial Network
Florida
$65K – – –
AWM
34
Accel Wealth Management
Iowa
$38K – – –
IA
35
IFP Advisors
Florida
$38K – – –
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$1.64K +75 +4%
SPIA
37
Steward Partners Investment Advisory
New York
$35K – – –
Wells Fargo
38
Wells Fargo
California
$20K +$9.62K +440 +92%
GRP
39
Global Retirement Partners
California
$19K – – –
HWMA
40
Heritage Wealth Management (Arizona)
Arizona
$13.6K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$6K -$23.8K -1,091 -79%
TC
42
Truvestments Capital
Florida
$5K +$4.72K +216 New
APA
43
American Portfolios Advisors
New York
$4.69K -$7.65K -350 -62%
AF
44
Advisornet Financial
Minnesota
$4K +$3.65K +167 New
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$3K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$3K +$3.34K +153 +15,300%
GWM
47
Geneos Wealth Management
Colorado
$2K – – –
OMC
48
Old Mission Capital
Illinois
– -$1.28M -55,901 Closed
W
49
WealthOne
New York
– -$441K -19,201 Closed
MA
50
MUFG Americas
New York
– -$13K -581 Closed
1
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NUAG Hedge Fund Activity: Q2 2022 in Review

47 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2022, worth a combined $128M — down 42% from $223M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUAG positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $8.11M. The largest seller was AssetMark Inc, cutting an estimated $79.8M.

  • 47 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2022, up from 42 in Q1 2022.
  • Funds reported $128M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2022, down 42% quarter-over-quarter.
  • 8 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2022 and 3 closed out, a net change of +5 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $8.11M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2022 was AssetMark Inc, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2022.