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Nuveen Enhanced Yield US Aggregate Bond ETF

36 hedge funds and large institutions have $71.3M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

6.75% more ownership

Funds ownership: 79.93%86.68% (+6.7%)

6% more funds holding

Funds holding: 3436 (+2)

5% more capital invested

Capital invested by funds: $67.7M → $71.3M (+$3.56M)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.8M +$816K +31,839 +5%
AssetMark Inc
2
AssetMark Inc
California
$12.3M +$3.21M +125,417 +35%
BFA
3
Beaumont Financial Advisors
Massachusetts
$7.04M -$37.8K -1,475 -0.5%
SS
4
Simplicity Solutions
Minnesota
$5.97M +$336K +13,103 +6%
Morgan Stanley
5
Morgan Stanley
New York
$5.26M -$2.96M -115,349 -36%
FTUS
6
Flow Traders U.S.
New York
$3.94M +$3.16M +123,510 +416%
BCM
7
Beaumont Capital Management
Massachusetts
$3.35M +$3.34M +130,374 New
Bank of America
8
Bank of America
North Carolina
$3.33M -$647K -25,270 -16%
BCI
9
Brinker Capital Investments
Pennsylvania
$3.2M
EH
10
Equitable Holdings
New York
$2.27M +$2.26M +88,127 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.51M +$63.5K +2,477 +4%
AWA
12
Alta Wealth Advisors
Massachusetts
$1.08M +$1.07M +41,846 New
DAS
13
Dynamic Advisor Solutions
Arizona
$912K +$87.5K +3,415 +11%
PAG
14
Private Advisor Group
New Jersey
$851K +$30.2K +1,179 +4%
Truist Financial
15
Truist Financial
North Carolina
$664K -$25.7K -1,005 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$592K -$195K -7,623 -25%
LPL Financial
17
LPL Financial
California
$401K +$5.23K +204 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$290K +$14.6K +570 +5%
MML Investors Services
19
MML Investors Services
Massachusetts
$268K -$12K -470 -4%
MFS
20
McNamara Financial Services
Massachusetts
$213K
IA
21
IFP Advisors
Florida
$194K +$45.1K +1,761 +31%
CFA
22
Carroll Financial Associates
North Carolina
$145K
TIM
23
Tortoise Investment Management
New York
$129K -$120K -4,700 -48%
UBS Group
24
UBS Group
Switzerland
$115K -$3.82K -149 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$102K -$18K -701 -15%

NUAG Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2020, worth a combined $71.3M — up 5.2% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUAG positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $3.21M. The largest seller was Jane Street, exiting entirely with an estimated $4.89M sold.

  • 36 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2020, up from 34 in Q3 2020.
  • Funds reported $71.3M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2020, up 5.2% quarter-over-quarter.
  • 6 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2020 and 4 closed out, a net change of +2 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2020 was AssetMark Inc, an estimated $3.21M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2020 was Jane Street, an estimated $4.89M sold.

Based on aggregated 13F filings for Q4 2020.