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Nuveen Enhanced Yield US Aggregate Bond ETF

26 hedge funds and large institutions have $29.6M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

4% more capital invested

Capital invested by funds: $28.6M → $29.6M (+$1.01M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 2726 (-1)

5.31% less ownership

Funds ownership: 85.09%79.78% (-5.3%)

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
26
Larson Financial Group
Missouri
$1.73K +$21 +1 +1%
PSP
27
Principal Street Partners
Tennessee
-$441K -55,641 Closed
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
-$245K -11,365 Closed
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
-$81.4K -3,768 Closed
HI
30
Harbour Investments
Wisconsin
-$74K -3,430 Closed

NUAG Hedge Fund Activity: Q4 2024 in Review

26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2024, worth a combined $29.6M — up 3.5% from $28.6M a quarter earlier.

Fund positioning in NUAG was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.44M. The largest seller was LPL Financial, cutting an estimated $2.22M.

  • 26 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2024, down from 27 in Q3 2024.
  • Funds reported $29.6M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $2.44M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2024 was LPL Financial, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2024.