Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
30 hedge funds and large institutions have $20.7M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 10 closing their positions.
14% less funds holding
Funds holding: 35 → 30 (-5)
17.11% less ownership
Funds ownership: 80.39% → 63.29% (-17%)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
55% less capital invested
Capital invested by funds: $45.8M → $20.7M (-$25.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$9.1M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$222K |
| 3 |
LPL Financial
San Diego,
California
|
+$119K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$51.9K |
| 5 |
MFS
McNamara Financial Services
Marshfield,
Massachusetts
|
+$18.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$12.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.55M |
| 3 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$4.75M |
| 4 |
Jane Street
New York
|
-$4.45M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$3.45M |
NUAG Hedge Fund Activity: Q4 2022 in Review
30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2022, worth a combined $20.7M — down 55% from $45.8M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NUAG and 5 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 7 added.
The largest buyer was Nuveen, opening a new position worth an estimated $9.1M. The largest seller was AssetMark Inc, cutting an estimated $12.5M.
- 30 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2022, down from 35 in Q3 2022.
- Funds reported $20.7M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2022, down 55% quarter-over-quarter.
- 5 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2022 and 10 closed out, a net change of -5 holders.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2022 was Nuveen, an estimated $9.1M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2022 was AssetMark Inc, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2022.