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Nuveen Enhanced Yield US Aggregate Bond ETF

34 hedge funds and large institutions have $184M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

161% more capital invested

Capital invested by funds: $70.3M → $184M (+$113M)

17% more funds holding

Funds holding: 2934 (+5)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

23.6% less ownership

Funds ownership: 98.85%75.25% (-24%)

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$108M +$107M +4,353,241 +262,718%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.5M -$1.28M -52,001 -6%
BFA
3
Beaumont Financial Advisors
Massachusetts
$14.9M -$406K -16,450 -3%
Morgan Stanley
4
Morgan Stanley
New York
$7.55M +$721K +29,218 +11%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$7.5M +$6.26M +253,718 +531%
Bank of America
6
Bank of America
North Carolina
$7.5M +$279K +11,307 +4%
SS
7
Simplicity Solutions
Minnesota
$5.33M +$9.79K +397 +0.2%
ACP
8
Aveo Capital Partners
Colorado
$2.96M +$2.95M +119,675 New
BCI
9
Brinker Capital Investments
Pennsylvania
$1.65M
CAG
10
Csenge Advisory Group
Florida
$960K +$952K +38,584 New
PAG
11
Private Advisor Group
New Jersey
$782K +$4.83K +196 +0.6%
BTS
12
BB&T Securities
Virginia
$729K -$38.2K -1,550 -5%
Jane Street
13
Jane Street
New York
$655K -$229K -9,279 -26%
Citadel Advisors
14
Citadel Advisors
Florida
$455K -$4.63M -187,594 -91%
W
15
WealthOne
New York
$402K +$398K +16,137 New
LPL Financial
16
LPL Financial
California
$395K +$23.1K +936 +6%
UBS Group
17
UBS Group
Switzerland
$321K -$61.3K -2,485 -16%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$301K +$45.1K +1,830 +18%
MML Investors Services
19
MML Investors Services
Massachusetts
$261K -$39.8K -1,614 -13%
IA
20
IFP Advisors
Florida
$257K +$255K +10,355 New
AG
21
Advisor Group
Arizona
$247K +$65K +2,636 +36%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$243K +$241K +9,782 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$242K +$35.4K +1,436 +17%
TIM
24
Tortoise Investment Management
New York
$241K
DAS
25
Dynamic Advisor Solutions
Arizona
$214K +$2.52K +102 +1%

NUAG Hedge Fund Activity: Q3 2019 in Review

34 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q3 2019, worth a combined $184M — up 161% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NUAG positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $107M. The largest seller was Citadel Advisors, cutting an estimated $4.63M.

  • 34 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q3 2019, up from 29 in Q2 2019.
  • Funds reported $184M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q3 2019, up 161% quarter-over-quarter.
  • 7 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q3 2019 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q3 2019 was AssetMark Inc, an estimated $107M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q3 2019 was Citadel Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q3 2019.