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Nuveen Enhanced Yield US Aggregate Bond ETF

21 hedge funds and large institutions have $42.7M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

17.3% more ownership

Funds ownership: 43.04%60.34% (+17%)

11% more funds holding

Funds holding: 1921 (+2)

1% more capital invested

Capital invested by funds: $42.2M → $42.7M (+$475K)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$14M +$1.3M +55,124 +10%
Morgan Stanley
2
Morgan Stanley
New York
$6.41M +$89.2K +3,781 +1%
BTS
3
BB&T Securities
Virginia
$5.94M +$1.16M +49,198 +24%
Bank of America
4
Bank of America
North Carolina
$5.75M +$694K +29,404 +14%
SS
5
Simplicity Solutions
Minnesota
$4.36M +$54.5K +2,311 +1%
BCI
6
Brinker Capital Investments
Pennsylvania
$1.56M
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.47M
TIM
8
Tortoise Investment Management
New York
$563K -$70.8K -3,000 -11%
UBS Group
9
UBS Group
Switzerland
$495K -$11.6K -493 -2%
LPL Financial
10
LPL Financial
California
$346K -$47.7K -2,020 -12%
IA
11
IFP Advisors
Florida
$334K +$335K +14,175 New
CFA
12
Carroll Financial Associates
North Carolina
$307K +$37.8K +1,600 +14%
MML Investors Services
13
MML Investors Services
Massachusetts
$291K +$40.4K +1,713 +16%
PAG
14
Private Advisor Group
New Jersey
$265K -$676K -28,630 -72%
DAS
15
Dynamic Advisor Solutions
Arizona
$254K
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104K +$4.37K +185 +4%
GRP
17
Global Retirement Partners
California
$91K -$10.8K -457 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$59K +$12K +510 +26%
ASN
19
Advisory Services Network
Georgia
$9K +$1.01K +43 +13%
AssetMark Inc
20
AssetMark Inc
California
$9K +$8.54K +362 New
FHA
21
Flagship Harbor Advisors
Massachusetts
$7K +$7.25K +307 New
Jane Street
22
Jane Street
New York
-$1.88M -78,666 Closed

NUAG Hedge Fund Activity: Q2 2018 in Review

21 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2018, worth a combined $42.7M — up 1.1% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NUAG positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $1.3M. The largest seller was Jane Street, exiting entirely with an estimated $1.88M sold.

  • 21 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2018, up from 19 in Q1 2018.
  • Funds reported $42.7M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 3 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2018 and 1 closed out, a net change of +2 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2018 was Beaumont Financial Advisors, an estimated $1.3M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2018 was Jane Street, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2018.