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Nuveen Enhanced Yield US Aggregate Bond ETF

21 hedge funds and large institutions have $49.7M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $29.6M → $49.7M (+$20.1M)

27.97% more ownership

Funds ownership: 79.78%107.75% (+28%)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

19% less funds holding

Funds holding: 2621 (-5)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$25.9M +$25.7M +1,234,319 New
Bank of America
2
Bank of America
North Carolina
$8.24M -$4.55M -218,924 -36%
LPL Financial
3
LPL Financial
California
$3.21M -$891K -42,887 -22%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.2M +$763K +36,690 +32%
Raymond James Financial
5
Raymond James Financial
Florida
$1.56M +$146K +7,024 +10%
PFS
6
Prospera Financial Services
Texas
$1.38M -$127K -6,096 -8%
PWM
7
Perigon Wealth Management
California
$1.13M +$1.5K +72 +0.1%
AF
8
Apollon Financial
South Carolina
$978K -$65.2K -3,139 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$942K -$98.8K -4,752 -10%
Morgan Stanley
10
Morgan Stanley
New York
$665K +$69K +3,321 +12%
FZCM
11
Flynn Zito Capital Management
New York
$590K +$23.8K +1,144 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$552K +$124K +5,977 +29%
UBS Group
13
UBS Group
Switzerland
$431K -$35.2K -1,692 -8%
MFS
14
McNamara Financial Services
Massachusetts
$337K -$9.31K -448 -3%
BFA
15
Beaumont Financial Advisors
Massachusetts
$299K
NA
16
NewEdge Advisors
Louisiana
$253K
SPIA
17
Steward Partners Investment Advisory
New York
$33.9K
Wells Fargo
18
Wells Fargo
California
$12.6K
AG
19
AmeriFlex Group
Nevada
$4.11K +$21 +1 +0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K
LFG
21
Larson Financial Group
Missouri
$1.77K +$21 +1 +1%
Citadel Advisors
22
Citadel Advisors
Florida
-$1M -48,661 Closed
Jane Street
23
Jane Street
New York
-$300K -14,517 Closed
Mariner
24
Mariner
Kansas
-$215K -10,420 Closed
AssetMark Inc
25
AssetMark Inc
California
-$20.5K -994 Closed

NUAG Hedge Fund Activity: Q1 2025 in Review

21 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q1 2025, worth a combined $49.7M — up 68% from $29.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NUAG and 1 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Nuveen, opening a new position worth an estimated $25.7M. The largest seller was Bank of America, cutting an estimated $4.55M.

  • 21 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q1 2025, down from 26 in Q4 2024.
  • Funds reported $49.7M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q1 2025, up 68% quarter-over-quarter.
  • 1 fund opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q1 2025 and 5 closed out, a net change of -4 holders.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q1 2025 was Nuveen, an estimated $25.7M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q1 2025 was Bank of America, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2025.