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Nuveen Enhanced Yield US Aggregate Bond ETF

29 hedge funds and large institutions have $70.3M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

16% more funds holding

Funds holding: 2529 (+4)

7% more capital invested

Capital invested by funds: $65.8M → $70.3M (+$4.45M)

3.8% more ownership

Funds ownership: 95.05%98.85% (+3.8%)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.5M -$5.4M -224,884 -20%
BFA
2
Beaumont Financial Advisors
Massachusetts
$15.1M -$1.8M -74,811 -11%
Bank of America
3
Bank of America
North Carolina
$7.11M +$193K +8,051 +3%
Morgan Stanley
4
Morgan Stanley
New York
$6.72M +$42.2K +1,754 +0.6%
SS
5
Simplicity Solutions
Minnesota
$5.24M +$3.57M +148,404 +227%
Citadel Advisors
6
Citadel Advisors
Florida
$5.05M +$4.6M +191,309 +1,313%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.63M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.39M +$1.36M +56,550 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.17M -$170K -7,080 -13%
Jane Street
10
Jane Street
New York
$873K +$31.5K +1,311 +4%
PAG
11
Private Advisor Group
New Jersey
$765K -$4.18K -174 -0.6%
BTS
12
BB&T Securities
Virginia
$753K +$87.7K +3,649 +13%
UBS Group
13
UBS Group
Switzerland
$377K -$10.6K -439 -3%
LPL Financial
14
LPL Financial
California
$366K +$19.2K +798 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$345K +$213K +8,882 +172%
CFA
16
Carroll Financial Associates
North Carolina
$317K
MML Investors Services
17
MML Investors Services
Massachusetts
$296K +$937 +39 +0.3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$251K
TIM
19
Tortoise Investment Management
New York
$238K
DAS
20
Dynamic Advisor Solutions
Arizona
$209K -$51.9K -2,161 -20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$203K +$200K +8,312 New
AG
22
Advisor Group
Arizona
$179K -$278K -11,572 -61%
GRP
23
Global Retirement Partners
California
$60K
AssetMark Inc
24
AssetMark Inc
California
$41K +$38.4K +1,599 +2,757%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$34K

NUAG Hedge Fund Activity: Q2 2019 in Review

29 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2019, worth a combined $70.3M — up 6.8% from $65.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NUAG positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.6M. The largest seller was Envestnet Asset Management, cutting an estimated $5.4M.

  • 29 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2019, up from 25 in Q1 2019.
  • Funds reported $70.3M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2019, up 6.8% quarter-over-quarter.
  • 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2019 and 0 closed out, a net change of +4 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2019 was Citadel Advisors, an estimated $4.6M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2019 was Envestnet Asset Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2019.