Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
21 hedge funds and large institutions have $28M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
18% more capital invested
Capital invested by funds: $23.6M → $28M (+$4.32M)
8.04% more ownership
Funds ownership: 69.81% → 77.84% (+8%)
5% more funds holding
Funds holding: 20 → 21 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$510K |
| 3 |
Morgan Stanley
New York
|
+$416K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$346K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Alta Wealth Advisors
Woburn,
Massachusetts
|
-$533K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$262K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$124K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$116K |
| 5 |
BWS
Buck Wealth Strategies
Denver,
Colorado
|
-$34.3K |
NUAG Hedge Fund Activity: Q4 2023 in Review
21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2023, worth a combined $28M — up 18% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NUAG positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $2.1M. The largest seller was Alta Wealth Advisors, exiting entirely with an estimated $533K sold.
- 21 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2023, up from 20 in Q3 2023.
- Funds reported $28M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 3 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2023 was Jane Street, an estimated $2.1M added.
- The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2023 was Alta Wealth Advisors, an estimated $533K sold.
Based on aggregated 13F filings for Q4 2023.