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Nuveen Enhanced Yield US Aggregate Bond ETF

36 hedge funds and large institutions have $48.5M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.41% more ownership

Funds ownership: 72.41%77.82% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 3836 (-2)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

62% less capital invested

Capital invested by funds: $129M → $48.5M (-$80.3M)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.8M -$2.35M -94,620 -16%
SS
2
Simplicity Solutions
Minnesota
$8.06M +$403K +16,222 +5%
Jane Street
3
Jane Street
New York
$5.9M +$3.82M +154,125 +186%
BCM
4
Beaumont Capital Management
Massachusetts
$3.67M -$142K -5,708 -4%
BFA
5
Beaumont Financial Advisors
Massachusetts
$2.98M -$3.71M -149,665 -56%
Bank of America
6
Bank of America
North Carolina
$2.67M -$233K -9,401 -8%
OMC
7
Old Mission Capital
Illinois
$2.1M +$2.09M +84,175 New
Morgan Stanley
8
Morgan Stanley
New York
$1.9M -$162K -6,548 -8%
AWA
9
Alta Wealth Advisors
Massachusetts
$1.04M +$98.6K +3,975 +11%
DAS
10
Dynamic Advisor Solutions
Arizona
$920K +$22.9K +923 +3%
PAG
11
Private Advisor Group
New Jersey
$896K +$55.8K +2,250 +7%
FTUS
12
Flow Traders U.S.
New York
$845K +$841K +33,873 New
Osaic Holdings
13
Osaic Holdings
Arizona
$825K -$6.08M -244,868 -88%
Truist Financial
14
Truist Financial
North Carolina
$618K -$49.8K -2,008 -7%
AP
15
Advisors Preferred
Maryland
$418K +$417K +16,817 New
RJA
16
Raymond James & Associates
Florida
$404K +$56.4K +2,271 +16%
MFS
17
McNamara Financial Services
Massachusetts
$385K +$177K +7,128 +86%
LPL Financial
18
LPL Financial
California
$371K +$2.48K +100 +0.7%
ACP
19
Aveo Capital Partners
Colorado
$301K -$3.96M -159,742 -93%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$284K +$2.71K +109 +1%
MML Investors Services
21
MML Investors Services
Massachusetts
$273K +$1.96K +79 +0.7%
UBS Group
22
UBS Group
Switzerland
$206K -$11.3K -455 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$130K -$67.1K -2,703 -34%
TIM
24
Tortoise Investment Management
New York
$125K
HI
25
Harbour Investments
Wisconsin
$101K

NUAG Hedge Fund Activity: Q2 2021 in Review

36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2021, worth a combined $48.5M — down 62% from $129M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NUAG and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $3.82M. The largest seller was AssetMark Inc, cutting an estimated $65.2M.

  • 36 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2021, down from 38 in Q1 2021.
  • Funds reported $48.5M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2021, down 62% quarter-over-quarter.
  • 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2021 and 6 closed out, a net change of -2 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2021 was Jane Street, an estimated $3.82M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2021 was AssetMark Inc, an estimated $65.2M sold.

Based on aggregated 13F filings for Q2 2021.