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Nuveen Enhanced Yield US Aggregate Bond ETF

24 hedge funds and large institutions have $23.5M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more funds holding

Funds holding: 2124 (+3)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

4.95% more ownership

Funds ownership: 77.84%82.79% (+4.9%)

16% less capital invested

Capital invested by funds: $28M → $23.5M (-$4.48M)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.72M -$1.02M -48,755 -12%
Jane Street
2
Jane Street
New York
$4.1M +$1.47M +70,536 +56%
N
3
Nuveen
North Carolina
$3.31M -$6M -287,924 -65%
PFS
4
Prospera Financial Services
Texas
$1.47M +$33.6K +1,611 +2%
AF
5
Apollon Financial
South Carolina
$1.01M +$1.01M +48,511 New
UBS Group
6
UBS Group
Switzerland
$785K +$15.2K +731 +2%
RJA
7
Raymond James & Associates
Florida
$691K +$106K +5,105 +18%
Bank of America
8
Bank of America
North Carolina
$643K +$62.6K +3,006 +11%
Citadel Advisors
9
Citadel Advisors
Florida
$560K +$32.2K +1,545 +6%
OMC
10
Old Mission Capital
Illinois
$540K +$539K +25,854 New
MFS
11
McNamara Financial Services
Massachusetts
$436K +$46.1K +2,214 +12%
Morgan Stanley
12
Morgan Stanley
New York
$415K -$875K -42,022 -68%
PSP
13
Principal Street Partners
Tennessee
$406K +$1.13M +54,077 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$338K -$20.6K -990 -6%
BFA
15
Beaumont Financial Advisors
Massachusetts
$311K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$298K -$1.96K -94 -0.7%
Wells Fargo
17
Wells Fargo
California
$133K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$93K +$20.8K +1,000 +29%
HI
19
Harbour Investments
Wisconsin
$71.6K -$12.9K -620 -15%
Osaic Holdings
20
Osaic Holdings
Arizona
$70.4K +$68.1K +3,269 +3,237%
SPIA
21
Steward Partners Investment Advisory
New York
$33.8K -$5.81K -279 -15%
AssetMark Inc
22
AssetMark Inc
California
$26.1K -$12.1K -583 -32%
GRP
23
Global Retirement Partners
California
$18.9K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$21 +$21 +1 New
GIA
25
GHP Investment Advisors
Colorado
-$10.2K -483 Closed

NUAG Hedge Fund Activity: Q1 2024 in Review

24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2024, worth a combined $23.5M — down 16% from $28M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NUAG positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $1.47M. The largest seller was Nuveen, cutting an estimated $6M.

  • 24 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2024, up from 21 in Q4 2023.
  • Funds reported $23.5M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2024, down 16% quarter-over-quarter.
  • 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2024 was Jane Street, an estimated $1.47M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2024 was Nuveen, an estimated $6M sold.

Based on aggregated 13F filings for Q1 2024.