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Nuveen Enhanced Yield US Aggregate Bond ETF

25 hedge funds and large institutions have $65.8M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

13.63% more ownership

Funds ownership: 81.42%95.05% (+14%)

13% more capital invested

Capital invested by funds: $58.5M → $65.8M (+$7.33M)

7% less funds holding

Funds holding: 2725 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.3M +$3.18M +135,460 +14%
BFA
2
Beaumont Financial Advisors
Massachusetts
$16.5M +$2.32M +99,089 +17%
Bank of America
3
Bank of America
North Carolina
$6.73M +$3.2M +136,641 +94%
Morgan Stanley
4
Morgan Stanley
New York
$6.5M +$1.61M +68,458 +34%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.59M
SS
6
Simplicity Solutions
Minnesota
$1.56M +$1.09M +46,451 +247%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.31M +$121K +5,161 +10%
Jane Street
8
Jane Street
New York
$819K -$1.71M -73,016 -68%
PAG
9
Private Advisor Group
New Jersey
$750K -$44.8K -1,910 -6%
BTS
10
BB&T Securities
Virginia
$647K -$1.36M -57,888 -68%
AG
11
Advisor Group
Arizona
$451K +$196K +8,375 +80%
UBS Group
12
UBS Group
Switzerland
$377K +$46.4K +1,979 +14%
Citadel Advisors
13
Citadel Advisors
Florida
$348K -$418K -17,821 -55%
LPL Financial
14
LPL Financial
California
$338K +$11.6K +493 +4%
CFA
15
Carroll Financial Associates
North Carolina
$309K -$1.88K -80 -0.6%
MML Investors Services
16
MML Investors Services
Massachusetts
$288K -$82.9K -3,535 -23%
DAS
17
Dynamic Advisor Solutions
Arizona
$255K +$7.41K +316 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$245K -$16.4K -700 -6%
TIM
19
Tortoise Investment Management
New York
$232K -$24.1K -1,030 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$123K +$38.7K +1,651 +47%
GRP
21
Global Retirement Partners
California
$59K
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$34K
ASN
23
Advisory Services Network
Georgia
$28K +$19.1K +813 +219%
GSWM
24
Golden State Wealth Management
California
$2K +$2.25K +96 New
AssetMark Inc
25
AssetMark Inc
California
$1K -$3.4K -145 -71%