We are live on ! Find out more
NUAG icon

Nuveen Enhanced Yield US Aggregate Bond ETF

29 hedge funds and large institutions have $20.3M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% more ownership

Funds ownership: 63.29%64.36% (+1.1%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2% less capital invested

Capital invested by funds: $20.7M → $20.3M (-$432K)

3% less funds holding

Funds holding: 3029 (-1)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$9.38M
Jane Street
2
Jane Street
New York
$3.16M -$657K -31,484 -17%
LPL Financial
3
LPL Financial
California
$1.35M +$918K +44,017 +219%
Bank of America
4
Bank of America
North Carolina
$909K +$5.74K +275 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$799K +$33.9K +1,624 +4%
UBS Group
6
UBS Group
Switzerland
$796K +$13.8K +663 +2%
AWA
7
Alta Wealth Advisors
Massachusetts
$648K -$8.72K -418 -1%
BFA
8
Beaumont Financial Advisors
Massachusetts
$440K -$68.5K -3,283 -14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$424K -$107K -5,116 -20%
MFS
10
McNamara Financial Services
Massachusetts
$381K +$29.9K +1,433 +9%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$344K +$115K +5,503 +51%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$317K -$761K -36,492 -71%
DAS
13
Dynamic Advisor Solutions
Arizona
$259K -$26.2K -1,258 -9%
SS
14
Simplicity Solutions
Minnesota
$245K -$181K -8,694 -43%
MMA
15
Miracle Mile Advisors
California
$220K -$1.4K -67 -0.6%
EH
16
Equitable Holdings
New York
$201K +$199K +9,550 New
HI
17
Harbour Investments
Wisconsin
$85.1K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$59K -$50.1K -2,400 -46%
AssetMark Inc
19
AssetMark Inc
California
$55.5K -$19.6K -941 -26%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$50K
SPIA
21
Steward Partners Investment Advisory
New York
$39.8K +$5.82K +279 +17%
AWM
22
Accel Wealth Management
Iowa
$37.3K
BWS
23
Buck Wealth Strategies
Colorado
$36.9K +$36.6K +1,756 New
GRP
24
Global Retirement Partners
California
$19K +$1.61K +77 +9%
Wells Fargo
25
Wells Fargo
California
$13.9K

NUAG Hedge Fund Activity: Q1 2023 in Review

29 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2023, worth a combined $20.3M — down 2.1% from $20.7M a quarter earlier.

Fund positioning in NUAG was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $918K. The largest seller was Susquehanna International Group, cutting an estimated $761K.

  • 29 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2023, down from 30 in Q4 2022.
  • Funds reported $20.3M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 2 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2023 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $918K added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2023 was Susquehanna International Group, an estimated $761K sold.

Based on aggregated 13F filings for Q1 2023.