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Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG

35 hedge funds and large institutions have $45.8M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.55% more ownership

Funds ownership: 71.84% → 80.39% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

26% less funds holding

Funds holding: 47 → 35 (-12)

64% less capital invested

Capital invested by funds: $128M → $45.8M (-$82.6M)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

81% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 21

Holders
35
Holders Change
-12
Holders Change %
-25.53%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
4
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$909K
2
OMC
Old Mission Capital
Illinois
+$311K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$112K
4
UBS Group
UBS Group
Switzerland
+$63K
5
AF
Allworth Financial
California
+$24.7K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$60M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.29M
3
ACP
Aveo Capital Partners
Colorado
-$3.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.51M
5
AG
Ascent Group
Virginia
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$37K -$621 -29 -2%
AWM
27
Accel Wealth Management
Iowa
$36K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$33K – – –
Wells Fargo
29
Wells Fargo
California
$25K +$6.54K +305 +33%
AF
30
Allworth Financial
California
$23K +$24.7K +1,154 New
GRP
31
Global Retirement Partners
California
$17K -$921 -43 -5%
HWMA
32
Heritage Wealth Management (Arizona)
Arizona
$13K – – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$6K +$6.75K +315 New
TC
34
Truvestments Capital
Florida
$4K – – –
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1K -$2.38K -111 -72%
AG
36
Ascent Group
Virginia
– -$1.67M -75,679 Closed
CAG
37
Csenge Advisory Group
Florida
– -$1.02M -47,461 Closed
PAG
38
Private Advisor Group
New Jersey
– -$649K -30,155 Closed
SWP
39
Stratos Wealth Partners
Ohio
– -$511K -23,722 Closed
CA
40
Continuum Advisory
Idaho
– -$455K -21,124 Closed
AWS
41
Atria Wealth Solutions
New York
– -$430K -19,972 Closed
AWM
42
AE Wealth Management
Kansas
– -$352K -16,371 Closed
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
– -$217K -10,100 Closed
AP
44
Advisors Preferred
Maryland
– -$138K -6,388 Closed
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
– -$38K -1,781 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
– -$6K -288 Closed
APA
47
American Portfolios Advisors
New York
– -$4.69K -218 Closed
AF
48
Advisornet Financial
Minnesota
– -$4K -167 Closed
GWMIA
49
Global Wealth Management Investment Advisory
Florida
– -$3K -156 Closed
GWM
50
Geneos Wealth Management
Colorado
– -$2K -110 Closed
1
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NUAG Hedge Fund Activity: Q3 2022 in Review

35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q3 2022, worth a combined $45.8M — down 64% from $128M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NUAG and 4 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $909K. The largest seller was AssetMark Inc, cutting an estimated $60M.

  • 35 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q3 2022, down from 47 in Q2 2022.
  • Funds reported $45.8M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q3 2022, down 64% quarter-over-quarter.
  • 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q3 2022 and 15 closed out, a net change of -11 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $909K added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q3 2022 was AssetMark Inc, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2022.