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Nuveen Enhanced Yield US Aggregate Bond ETF

27 hedge funds and large institutions have $28.6M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

8% more funds holding

Funds holding: 2527 (+2)

8% more capital invested

Capital invested by funds: $26.6M → $28.6M (+$2.07M)

2.8% less ownership

Funds ownership: 87.89%85.09% (-2.8%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
8
Closed
2
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
$12.8M +$2.27M +107,011 +22%
LPL Financial
2
LPL Financial
California
$6.5M +$1.19M +56,264 +23%
PFS
3
Prospera Financial Services
Texas
$1.57M +$13.2K +623 +0.9%
PWM
4
Perigon Wealth Management
California
$1.17M +$24.1K +1,137 +2%
AF
5
Apollon Financial
South Carolina
$985K -$71.5K -3,368 -7%
RJA
6
Raymond James & Associates
Florida
$648K +$86.7K +4,085 +16%
Jane Street
7
Jane Street
New York
$605K -$792K -37,334 -57%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$587K +$55.8K +2,627 +11%
UBS Group
9
UBS Group
Switzerland
$503K -$389K -18,314 -44%
Morgan Stanley
10
Morgan Stanley
New York
$472K +$62.2K +2,930 +15%
PSP
11
Principal Street Partners
Tennessee
$441K +$16.8K +790 +1%
MFS
12
McNamara Financial Services
Massachusetts
$436K +$998 +47 +0.2%
FZCM
13
Flynn Zito Capital Management
New York
$389K +$75.2K +3,545 +24%
Citadel Advisors
14
Citadel Advisors
Florida
$339K +$333K +15,708 New
BFA
15
Beaumont Financial Advisors
Massachusetts
$322K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$245K -$62.9K -2,964 -21%
NA
17
NewEdge Advisors
Louisiana
$208K +$205K +9,643 New
Osaic Holdings
18
Osaic Holdings
Arizona
$193K +$83.6K +3,938 +79%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$81.4K +$80K +3,768 New
HI
20
Harbour Investments
Wisconsin
$74K
SPIA
21
Steward Partners Investment Advisory
New York
$34.9K
AssetMark Inc
22
AssetMark Inc
California
$21.5K -$5.46K -257 -21%
GRP
23
Global Retirement Partners
California
$17.8K -$1.63K -77 -9%
Wells Fargo
24
Wells Fargo
California
$12.9K -$122K -5,750 -91%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4K -$16.1K -760 -81%

NUAG Hedge Fund Activity: Q3 2024 in Review

27 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q3 2024, worth a combined $28.6M — up 7.8% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NUAG positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $2.27M. The largest seller was Nuveen, exiting entirely with an estimated $2.07M sold.

  • 27 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q3 2024, up from 25 in Q2 2024.
  • Funds reported $28.6M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q3 2024 was Bank of America, an estimated $2.27M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q3 2024 was Nuveen, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2024.