Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
12 hedge funds and large institutions have $38.2M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 8 → 12 (+4)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
8% less capital invested
Capital invested by funds: $41.7M → $38.2M (-$3.47M)
11.06% less ownership
Funds ownership: 85.78% → 74.72% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.78M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.47M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$322K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$279K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.03M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.57M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIAAOA
1
Teachers Insurance & Annuity Association of America
New York
| $24.3M | – | – | – |
|
|
2
Morgan Stanley
New York
| $8.12M | +$2.78M | +114,425 | +52% |
|
|
SS
3
Simplicity Solutions
Minneapolis,
Minnesota
| $2.48M | +$2.47M | +101,685 | New |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $835K | – | – | – |
|
|
TIM
5
Tortoise Investment Management
White Plains,
New York
| $683K | +$101K | +4,161 | +17% |
|
|
6
Jane Street
New York
| $433K | -$8.03M | -330,286 | -95% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $386K | +$279K | +11,456 | +261% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $322K | +$322K | +13,227 | New |
|
|
BFA
9
Beaumont Financial Advisors
Needham,
Massachusetts
| $302K | -$1.57M | -64,565 | -84% |
|
|
10
Citadel Advisors
Miami,
Florida
| $202K | +$202K | +8,313 | New |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $128K | -$128K | -5,261 | -50% |
|
|
CFA
12
Carroll Financial Associates
Charlotte,
North Carolina
| $10K | +$9.99K | +411 | New |
|
NUAG Hedge Fund Activity: Q1 2017 in Review
12 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2017, worth a combined $38.2M — down 8.3% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUAG positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.78M. The largest seller was Jane Street, cutting an estimated $8.03M.
- 12 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2017, up from 8 in Q4 2016.
- Funds reported $38.2M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2017, down 8.3% quarter-over-quarter.
- 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2017 and 0 closed out, a net change of +4 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2017 was Morgan Stanley, an estimated $2.78M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2017 was Jane Street, an estimated $8.03M sold.
Based on aggregated 13F filings for Q1 2017.