Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
26 hedge funds and large institutions have $22.1M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
9% more capital invested
Capital invested by funds: $20.3M → $22.1M (+$1.77M)
6.64% more ownership
Funds ownership: 64.36% → 71% (+6.6%)
10% less funds holding
Funds holding: 29 → 26 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.19M |
| 2 |
Jane Street
New York
|
+$974K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$260K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$238K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$245K |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$220K |
| 3 |
EH
Equitable Holdings
New York
|
-$201K |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$125K |
| 5 |
AWA
Alta Wealth Advisors
Woburn,
Massachusetts
|
-$79.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $2.07K | -$2.33K | -112 | -53% |
|
|
SS
27
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$245K | -11,672 | Closed |
|
|
MMA
28
Miracle Mile Advisors
Los Angeles,
California
| – | -$220K | -10,475 | Closed |
|
|
EH
29
Equitable Holdings
New York
| – | -$201K | -9,550 | Closed |
|
|
AWM
30
Accel Wealth Management
Waverly,
Iowa
| – | -$37.3K | -1,776 | Closed |
|
|
BAM
31
Belpointe Asset Management
Reno,
Nevada
| – | -$10.7K | -511 | Closed |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | -$252 | -12 | Closed |
|
NUAG Hedge Fund Activity: Q2 2023 in Review
26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2023, worth a combined $22.1M — up 8.7% from $20.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NUAG and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $1.19M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $245K sold.
- 26 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2023, down from 29 in Q1 2023.
- Funds reported $22.1M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2023, up 8.7% quarter-over-quarter.
- 3 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2023 was Prospera Financial Services, an estimated $1.19M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2023 was Simplicity Solutions, an estimated $245K sold.
Based on aggregated 13F filings for Q2 2023.