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Nuveen Enhanced Yield US Aggregate Bond ETF

33 hedge funds and large institutions have $239M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
16
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$172M 6,934,122 +6,933,445 +1,024,143%
Osaic Holdings
2
Osaic Holdings
Arizona
$13M 523,246 +490,159 +1,481%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.9M 521,140 +8,622 +2%
SS
4
Simplicity Solutions
Minnesota
$8.92M 359,277 +36,014 +11%
BCM
5
Beaumont Capital Management
Massachusetts
$6.39M 257,384 +110,051 +75%
ACP
6
Aveo Capital Partners
Colorado
$5.21M 210,039 +197,976 +1,641%
QA
7
Quantitative Advantage
Minnesota
$3.83M 154,357 +154,357 New
BFA
8
Beaumont Financial Advisors
Massachusetts
$2.92M 117,831 -1,623 -1%
Bank of America
9
Bank of America
North Carolina
$2.54M 102,152 -5,012 -5%
Morgan Stanley
10
Morgan Stanley
New York
$2.01M 80,952 +4,675 +6%
CAG
11
Csenge Advisory Group
Florida
$1.61M 64,590 +64,590 New
PAG
12
Private Advisor Group
New Jersey
$1.36M 54,911 +18,976 +53%
AWA
13
Alta Wealth Advisors
Massachusetts
$1.08M 43,665 +2,104 +5%
DAS
14
Dynamic Advisor Solutions
Arizona
$920K 37,071 +156 +0.4%
Truist Financial
15
Truist Financial
North Carolina
$600K 24,189 -591 -2%
W
16
WealthOne
New York
$455K 18,353 +18,353 New
AP
17
Advisors Preferred
Maryland
$440K 17,704 +887 +5%
UBS Group
18
UBS Group
Switzerland
$430K 17,336 +9,065 +110%
MFS
19
McNamara Financial Services
Massachusetts
$380K 15,319 -115 -0.7%
LPL Financial
20
LPL Financial
California
$371K 14,931 +36 +0.2%
RJA
21
Raymond James & Associates
Florida
$370K 14,900 -1,294 -8%
MML Investors Services
22
MML Investors Services
Massachusetts
$307K 12,367 +1,430 +13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$257K 10,370 -1,054 -9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$189K 7,650 +2,462 +47%
HI
25
Harbour Investments
Wisconsin
$101K 4,050