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Nuveen Enhanced Yield US Aggregate Bond ETF

42 hedge funds and large institutions have $223M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

8% more funds holding

Funds holding: 3942 (+3)

2.98% more ownership

Funds ownership: 66.02%69% (+3%)

7% less capital invested

Capital invested by funds: $239M → $223M (-$15.6M)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$162M -$2.05M -86,798 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.3M -$10.2K -433 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.18M -$453K -19,188 -5%
BCM
4
Beaumont Capital Management
Massachusetts
$6.14M -$52.8K -2,236 -0.8%
ACP
5
Aveo Capital Partners
Colorado
$4.87M +$84.1K +3,563 +2%
QA
6
Quantitative Advantage
Minnesota
$4.16M +$611K +25,870 +17%
AG
7
Ascent Group
Virginia
$4.03M +$7.46K +316 +0.2%
BFA
8
Beaumont Financial Advisors
Massachusetts
$2.47M +$46.7K +1,978 +2%
Jane Street
9
Jane Street
New York
$2.27M -$1.38M -58,431 -37%
CAG
10
Csenge Advisory Group
Florida
$1.8M +$1.85M +78,512 New
MMA
11
Miracle Mile Advisors
California
$1.68M +$1.72M +72,965 New
Bank of America
12
Bank of America
North Carolina
$1.55M -$542K -22,971 -25%
OMC
13
Old Mission Capital
Illinois
$1.28M +$576K +24,402 +77%
Morgan Stanley
14
Morgan Stanley
New York
$1.23M -$131K -5,558 -9%
AWA
15
Alta Wealth Advisors
Massachusetts
$1.14M +$3.4K +144 +0.3%
PAG
16
Private Advisor Group
New Jersey
$782K -$13.2K -561 -2%
DAS
17
Dynamic Advisor Solutions
Arizona
$764K -$179K -7,597 -19%
SWP
18
Stratos Wealth Partners
Ohio
$700K +$719K +30,481 New
SS
19
Simplicity Solutions
Minnesota
$676K -$214K -9,058 -24%
CA
20
Continuum Advisory
Idaho
$634K +$684K +28,978 New
UBS Group
21
UBS Group
Switzerland
$594K +$73.6K +3,120 +14%
LPL Financial
22
LPL Financial
California
$484K +$110K +4,666 +28%
W
23
WealthOne
New York
$441K -$16.9K -714 -4%
AP
24
Advisors Preferred
Maryland
$424K +$19K +807 +5%
MFS
25
McNamara Financial Services
Massachusetts
$358K +$6.58K +279 +2%

NUAG Hedge Fund Activity: Q1 2022 in Review

42 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2022, worth a combined $223M — down 6.5% from $239M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUAG positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $1.85M. The largest seller was AssetMark Inc, cutting an estimated $2.05M.

  • 42 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $223M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 11 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2022 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2022 was Csenge Advisory Group, an estimated $1.85M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2022 was AssetMark Inc, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2022.