We are live on ! Find out more
NUAG icon

Nuveen Enhanced Yield US Aggregate Bond ETF

27 hedge funds and large institutions have $58.5M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 17 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

8% more funds holding

Funds holding: 2527 (+2)

1.12% more ownership

Funds ownership: 80.3%81.42% (+1.1%)

51% less capital invested

Capital invested by funds: $119M → $58.5M (-$60.1M)

71% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 17

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.4M +$514K +22,300 +2%
BFA
2
Beaumont Financial Advisors
Massachusetts
$13.7M -$1.41M -61,252 -9%
Morgan Stanley
3
Morgan Stanley
New York
$4.73M -$1.37M -59,608 -23%
Bank of America
4
Bank of America
North Carolina
$3.37M -$1.59M -68,844 -32%
Jane Street
5
Jane Street
New York
$2.49M +$2.47M +107,305 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.37M +$2.08M +90,047 +748%
BTS
7
BB&T Securities
Virginia
$1.97M -$4.6M -199,689 -70%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.54M -$1.53M -66,400 -50%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.15M -$1.21M -52,652 -51%
PAG
10
Private Advisor Group
New Jersey
$772K -$357K -15,490 -32%
Citadel Advisors
11
Citadel Advisors
Florida
$751K +$746K +32,391 New
SS
12
Simplicity Solutions
Minnesota
$436K -$4.29M -185,945 -91%
MML Investors Services
13
MML Investors Services
Massachusetts
$361K -$81.1K -3,520 -18%
UBS Group
14
UBS Group
Switzerland
$321K +$39.3K +1,705 +14%
LPL Financial
15
LPL Financial
California
$316K -$56.7K -2,460 -15%
IA
16
IFP Advisors
Florida
$313K -$32.7K -1,420 -9%
CFA
17
Carroll Financial Associates
North Carolina
$302K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$254K
TIM
19
Tortoise Investment Management
New York
$249K -$218K -9,475 -47%
AG
20
Advisor Group
Arizona
$243K +$195K +8,447 +416%
DAS
21
Dynamic Advisor Solutions
Arizona
$241K -$9.66K -419 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$81K +$20.2K +877 +33%
GRP
23
Global Retirement Partners
California
$57K -$32.1K -1,391 -36%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$1.15K -50 -3%
AIC
25
Ameritas Investment Company
Nebraska
$19K +$18.7K +810 New

NUAG Hedge Fund Activity: Q4 2018 in Review

27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2018, worth a combined $58.5M — down 51% from $119M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NUAG positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.47M. The largest seller was AssetMark Inc, cutting an estimated $47.7M.

  • 27 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2018, up from 25 in Q3 2018.
  • Funds reported $58.5M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2018, down 51% quarter-over-quarter.
  • 3 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2018 and 1 closed out, a net change of +2 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2018 was Jane Street, an estimated $2.47M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2018 was AssetMark Inc, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2018.