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Nuveen Enhanced Yield US Aggregate Bond ETF

34 hedge funds and large institutions have $67.7M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 13 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

17% more funds holding

Funds holding: 2934 (+5)

5% more capital invested

Capital invested by funds: $64.3M → $67.7M (+$3.41M)

1.18% less ownership

Funds ownership: 81.1%79.93% (-1.2%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16M +$318K +12,307 +2%
AssetMark Inc
2
AssetMark Inc
California
$9.09M +$1.97M +76,411 +28%
Morgan Stanley
3
Morgan Stanley
New York
$8.22M -$373K -14,457 -4%
BFA
4
Beaumont Financial Advisors
Massachusetts
$7.08M -$572K -22,170 -7%
SS
5
Simplicity Solutions
Minnesota
$5.63M +$208K +8,065 +4%
Jane Street
6
Jane Street
New York
$4.89M +$2.82M +109,213 +135%
Bank of America
7
Bank of America
North Carolina
$3.98M +$12.3K +475 +0.3%
BCI
8
Brinker Capital Investments
Pennsylvania
$3.19M
Osaic Holdings
9
Osaic Holdings
Arizona
$1.45M -$140K -5,405 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.04M +$1.04M +40,334 New
DAS
11
Dynamic Advisor Solutions
Arizona
$823K +$828K +32,050 New
PAG
12
Private Advisor Group
New Jersey
$818K +$2.19K +85 +0.3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$787K -$825K -31,931 -51%
FTUS
14
Flow Traders U.S.
New York
$763K -$435K -16,857 -36%
MWA
15
MFA Wealth Advisors
Pennsylvania
$702K
Truist Financial
16
Truist Financial
North Carolina
$690K -$11.3K -438 -2%
ACP
17
Aveo Capital Partners
Colorado
$454K +$456K +17,669 New
LPL Financial
18
LPL Financial
California
$395K +$21.8K +843 +6%
MML Investors Services
19
MML Investors Services
Massachusetts
$280K -$52 -2 -0%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$275K -$40.9K -1,584 -13%
TIM
21
Tortoise Investment Management
New York
$249K
MFS
22
McNamara Financial Services
Massachusetts
$213K +$1.57K +61 +0.7%
IA
23
IFP Advisors
Florida
$148K -$50.7K -1,962 -25%
CFA
24
Carroll Financial Associates
North Carolina
$145K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$121K -$40.3K -1,560 -25%

NUAG Hedge Fund Activity: Q3 2020 in Review

34 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q3 2020, worth a combined $67.7M — up 5.3% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NUAG positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $2.82M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.68M sold.

  • 34 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q3 2020, up from 29 in Q2 2020.
  • Funds reported $67.7M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 7 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q3 2020 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q3 2020 was Jane Street, an estimated $2.82M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2020.