We are live on ! Find out more
NUAG icon

Nuveen Enhanced Yield US Aggregate Bond ETF

25 hedge funds and large institutions have $26.6M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $23.5M → $26.6M (+$3.07M)

5.1% more ownership

Funds ownership: 82.79%87.89% (+5.1%)

4% more funds holding

Funds holding: 2425 (+1)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10M +$9.34M +453,324 +1,472%
LPL Financial
2
LPL Financial
California
$5.07M -$2.57M -124,821 -34%
N
3
Nuveen
North Carolina
$2.07M -$1.2M -58,409 -37%
PFS
4
Prospera Financial Services
Texas
$1.5M +$38.5K +1,870 +3%
Jane Street
5
Jane Street
New York
$1.35M -$2.7M -130,888 -67%
PWM
6
Perigon Wealth Management
California
$1.1M +$1.09M +52,964 New
AF
7
Apollon Financial
South Carolina
$1.01M +$10.7K +519 +1%
UBS Group
8
UBS Group
Switzerland
$861K +$82.7K +4,014 +11%
RJA
9
Raymond James & Associates
Florida
$536K -$147K -7,132 -22%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$508K +$506K +24,564 New
PSP
11
Principal Street Partners
Tennessee
$421K +$15.9K +774 +1%
MFS
12
McNamara Financial Services
Massachusetts
$417K -$14.4K -698 -3%
Morgan Stanley
13
Morgan Stanley
New York
$392K -$19.3K -936 -5%
BFA
14
Beaumont Financial Advisors
Massachusetts
$308K
FZCM
15
Flynn Zito Capital Management
New York
$300K +$298K +14,492 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$296K +$1.61K +78 +0.5%
Wells Fargo
17
Wells Fargo
California
$131K
Osaic Holdings
18
Osaic Holdings
Arizona
$104K +$33.8K +1,639 +49%
HI
19
Harbour Investments
Wisconsin
$70.9K
SPIA
20
Steward Partners Investment Advisory
New York
$33.4K
AssetMark Inc
21
AssetMark Inc
California
$25.9K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20K -$72.1K -3,500 -79%
GRP
23
Global Retirement Partners
California
$18.7K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.04K +196 New
LFG
25
Larson Financial Group
Missouri
$1.69K +$1.69K +82 New

NUAG Hedge Fund Activity: Q2 2024 in Review

25 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q2 2024, worth a combined $26.6M — up 13% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NUAG positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $9.34M. The largest seller was Jane Street, cutting an estimated $2.7M.

  • 25 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $26.6M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 5 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +1 holder.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q2 2024 was Bank of America, an estimated $9.34M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q2 2024 was Jane Street, an estimated $2.7M sold.

Based on aggregated 13F filings for Q2 2024.