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Nuveen Enhanced Yield US Aggregate Bond ETF

20 hedge funds and large institutions have $23.6M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $22.1M → $23.6M (+$1.58M)

1.19% less ownership

Funds ownership: 71%69.81% (-1.2%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

23% less funds holding

Funds holding: 2620 (-6)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 6

Holders
20
Holders Change
-6
Holders Change %
-23.08%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
6
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$8.89M
LPL Financial
2
LPL Financial
California
$8.15M +$7M +343,626 +524%
PFS
3
Prospera Financial Services
Texas
$1.35M +$226K +11,094 +19%
Morgan Stanley
4
Morgan Stanley
New York
$822K +$85.3K +4,188 +11%
Bank of America
5
Bank of America
North Carolina
$812K -$128K -6,262 -13%
UBS Group
6
UBS Group
Switzerland
$747K -$34.7K -1,704 -4%
AWA
7
Alta Wealth Advisors
Massachusetts
$533K -$4.89K -240 -0.9%
Jane Street
8
Jane Street
New York
$434K -$3.57M -175,379 -89%
MFS
9
McNamara Financial Services
Massachusetts
$371K +$1.3K +64 +0.3%
RJA
10
Raymond James & Associates
Florida
$303K +$55.7K +2,735 +22%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$298K -$121K -5,928 -28%
BFA
12
Beaumont Financial Advisors
Massachusetts
$297K
Wells Fargo
13
Wells Fargo
California
$241K
Osaic Holdings
14
Osaic Holdings
Arizona
$124K +$125K +6,131 +6,131%
HI
15
Harbour Investments
Wisconsin
$80.7K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$53K -$4.18K -205 -7%
SPIA
17
Steward Partners Investment Advisory
New York
$37.8K
AssetMark Inc
18
AssetMark Inc
California
$36.5K -$3.38K -166 -8%
BWS
19
Buck Wealth Strategies
Colorado
$34.3K
GRP
20
Global Retirement Partners
California
$17.8K
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
-$352K -16,995 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$312K -15,082 Closed
DAS
23
Dynamic Advisor Solutions
Arizona
-$247K -11,924 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
-$216K -10,426 Closed
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
-$33K -1,589 Closed

NUAG Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q3 2023, worth a combined $23.6M — up 7.2% from $22.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NUAG and 0 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $7M. The largest seller was Jane Street, cutting an estimated $3.57M.

  • 20 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q3 2023, down from 26 in Q2 2023.
  • Funds reported $23.6M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 0 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q3 2023 and 6 closed out, a net change of -6 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q3 2023 was LPL Financial, an estimated $7M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q3 2023 was Jane Street, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2023.