Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
8 hedge funds and large institutions have $41.7M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
300% more funds holding
Funds holding: 2 → 8 (+6)
3.83% less ownership
Funds ownership: 89.61% → 85.78% (-3.8%)
8% less capital invested
Capital invested by funds: $45.2M → $41.7M (-$3.51M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.38M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.89M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$843K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$587K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIAAOA
1
Teachers Insurance & Annuity Association of America
New York
| $24.2M | – | – | – |
|
|
2
Jane Street
New York
| $8.46M | -$11M | -445,861 | -56% |
|
|
3
Morgan Stanley
New York
| $5.32M | +$5.38M | +219,134 | New |
|
|
BFA
4
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.87M | +$1.89M | +76,982 | New |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $835K | +$843K | +34,300 | New |
|
|
TIM
6
Tortoise Investment Management
White Plains,
New York
| $581K | +$587K | +23,905 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $255K | +$258K | +10,500 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $107K | +$108K | +4,386 | New |
|
NUAG Hedge Fund Activity: Q4 2016 in Review
8 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2016, worth a combined $41.7M — down 7.8% from $45.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUAG positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $5.38M. The largest seller was Jane Street, cutting an estimated $11M.
- 8 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2016, up from 2 in Q3 2016.
- Funds reported $41.7M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2016, down 7.8% quarter-over-quarter.
- 6 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2016 and 0 closed out, a net change of +6 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2016 was Morgan Stanley, an estimated $5.38M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2016 was Jane Street, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2016.