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Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG

30 hedge funds and large institutions have $20.7M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 35 → 30 (-5)

17.11% less ownership

Funds ownership: 80.39% → 63.29% (-17%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

55% less capital invested

Capital invested by funds: $45.8M → $20.7M (-$25.1M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
7
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$9.1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$222K
3
LPL Financial
LPL Financial
California
+$119K
4
UBS Group
UBS Group
Switzerland
+$51.9K
5
MFS
McNamara Financial Services
Massachusetts
+$18.5K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$12.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.55M
3
BCM
Beaumont Capital Management
Massachusetts
-$4.75M
4
Jane Street
Jane Street
New York
-$4.45M
5
QA
Quantitative Advantage
Minnesota
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$10.5K +$10.4K +511 New
Osaic Holdings
27
Osaic Holdings
Arizona
$9K -$1.18M -58,072 -99%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$6K – – –
AF
29
Allworth Financial
California
$4.42K -$19.1K -938 -81%
ASN
30
Advisory Services Network
Georgia
$1.8K +$1.79K +88 New
BCM
31
Beaumont Capital Management
Massachusetts
– -$4.75M -233,373 Closed
QA
32
Quantitative Advantage
Minnesota
– -$3.45M -169,563 Closed
ACP
33
Aveo Capital Partners
Colorado
– -$514K -25,269 Closed
AWM
34
Axxcess Wealth Management
California
– -$466K -22,898 Closed
Citadel Advisors
35
Citadel Advisors
Florida
– -$307K -15,097 Closed
OMC
36
Old Mission Capital
Illinois
– -$295K -14,518 Closed
MML Investors Services
37
MML Investors Services
Massachusetts
– -$218K -10,718 Closed
IA
38
IFP Advisors
Florida
– -$37K -1,583 Closed
TC
39
Truvestments Capital
Florida
– -$4K -216 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– -$1K -43 Closed
1
2

NUAG Hedge Fund Activity: Q4 2022 in Review

30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2022, worth a combined $20.7M — down 55% from $45.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NUAG and 5 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Nuveen, opening a new position worth an estimated $9.1M. The largest seller was AssetMark Inc, cutting an estimated $12.5M.

  • 30 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2022, down from 35 in Q3 2022.
  • Funds reported $20.7M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2022, down 55% quarter-over-quarter.
  • 5 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2022 and 10 closed out, a net change of -5 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2022 was Nuveen, an estimated $9.1M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2022 was AssetMark Inc, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2022.