Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
19 hedge funds and large institutions have $42.2M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
19% more funds holding
Funds holding: 16 → 19 (+3)
14% less capital invested
Capital invested by funds: $48.9M → $42.2M (-$6.7M)
31.08% less ownership
Funds ownership: 74.12% → 43.04% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$12.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.58M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.42M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.09M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$24.4M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$1.04M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$361K |
| 4 |
Morgan Stanley
New York
|
-$343K |
| 5 |
LPL Financial
San Diego,
California
|
-$61.3K |
NUAG Hedge Fund Activity: Q1 2018 in Review
19 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2018, worth a combined $42.2M — down 14% from $48.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NUAG positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $12.4M. The largest seller was Teachers Insurance & Annuity Association of America, exiting entirely with an estimated $24.4M sold.
- 19 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2018, up from 16 in Q4 2017.
- Funds reported $42.2M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2018, down 14% quarter-over-quarter.
- 5 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2018 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2018 was Beaumont Financial Advisors, an estimated $12.4M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2018 was Teachers Insurance & Annuity Association of America, an estimated $24.4M sold.
Based on aggregated 13F filings for Q1 2018.