Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
29 hedge funds and large institutions have $20.3M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.
1.07% more ownership
Funds ownership: 63.29% → 64.36% (+1.1%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2% less capital invested
Capital invested by funds: $20.7M → $20.3M (-$432K)
3% less funds holding
Funds holding: 30 → 29 (-1)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$918K |
| 2 |
EH
Equitable Holdings
New York
|
+$199K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$115K |
| 4 |
Morgan Stanley
New York
|
+$33.9K |
| 5 |
MFS
McNamara Financial Services
Marshfield,
Massachusetts
|
+$29.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$761K |
| 2 |
Jane Street
New York
|
-$657K |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$417K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$181K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$107K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Belpointe Asset Management
Reno,
Nevada
| $10.7K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $4.54K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $4.46K | -$4.36K | -209 | -50% |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $252 | -$1.59K | -76 | -86% |
|
|
BFG
30
Bleakley Financial Group
Fairfield,
New Jersey
| – | -$417K | -20,366 | Closed |
|
31
Rockefeller Capital Management
New York
| – | -$6K | -315 | Closed |
|
NUAG Hedge Fund Activity: Q1 2023 in Review
29 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2023, worth a combined $20.3M — down 2.1% from $20.7M a quarter earlier.
Fund positioning in NUAG was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $918K. The largest seller was Susquehanna International Group, cutting an estimated $761K.
- 29 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2023, down from 30 in Q4 2022.
- Funds reported $20.3M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
- 2 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $918K added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2023 was Susquehanna International Group, an estimated $761K sold.
Based on aggregated 13F filings for Q1 2023.