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Nuveen Enhanced Yield US Aggregate Bond ETF

26 hedge funds and large institutions have $29.6M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

4% more capital invested

Capital invested by funds: $28.6M → $29.6M (+$1.01M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 2726 (-1)

5.31% less ownership

Funds ownership: 85.09%79.78% (-5.3%)

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
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
$12.6M +$433K +20,566 +3%
LPL Financial
2
LPL Financial
California
$4.04M -$2.22M -105,491 -35%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.39M +$2.44M +115,953 +173,064%
PFS
4
Prospera Financial Services
Texas
$1.49M -$19.2K -912 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$1.39M +$1.42M +67,583 New
PWM
6
Perigon Wealth Management
California
$1.11M -$4.12K -196 -0.4%
AF
7
Apollon Financial
South Carolina
$1.03M +$86.6K +4,119 +9%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.03M +$473K +22,506 +83%
Citadel Advisors
9
Citadel Advisors
Florida
$1M +$693K +32,953 +210%
Morgan Stanley
10
Morgan Stanley
New York
$585K +$137K +6,506 +30%
FZCM
11
Flynn Zito Capital Management
New York
$557K +$188K +8,940 +50%
UBS Group
12
UBS Group
Switzerland
$459K -$22.2K -1,056 -5%
Osaic Holdings
13
Osaic Holdings
Arizona
$420K +$240K +11,400 +127%
MFS
14
McNamara Financial Services
Massachusetts
$341K -$77.4K -3,679 -18%
Jane Street
15
Jane Street
New York
$300K -$284K -13,512 -48%
BFA
16
Beaumont Financial Advisors
Massachusetts
$294K -$14.2K -674 -5%
NA
17
NewEdge Advisors
Louisiana
$249K +$51.3K +2,438 +25%
Mariner
18
Mariner
Kansas
$215K +$219K +10,420 New
SPIA
19
Steward Partners Investment Advisory
New York
$33.3K
AssetMark Inc
20
AssetMark Inc
California
$20.5K
GRP
21
Global Retirement Partners
California
$17.1K
AWM
22
AE Wealth Management
Kansas
$14.4K +$14.6K +696 New
Wells Fargo
23
Wells Fargo
California
$12.4K
AG
24
AmeriFlex Group
Nevada
$4.04K +$4.1K +195 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4K

NUAG Hedge Fund Activity: Q4 2024 in Review

26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2024, worth a combined $29.6M — up 3.5% from $28.6M a quarter earlier.

Fund positioning in NUAG was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.44M. The largest seller was LPL Financial, cutting an estimated $2.22M.

  • 26 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2024, down from 27 in Q3 2024.
  • Funds reported $29.6M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 4 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $2.44M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2024 was LPL Financial, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2024.