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Nuveen Enhanced Yield US Aggregate Bond ETF

23 hedge funds and large institutions have $31.9M invested in Nuveen Enhanced Yield US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 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

8% more capital invested

Capital invested by funds: $29.5M → $31.9M (+$2.32M)

5% more funds holding

Funds holding: 2223 (+1)

2.56% less ownership

Funds ownership: 48.13%45.57% (-2.6%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
9
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
$8.42M +$538K +25,252 +7%
Citadel Advisors
2
Citadel Advisors
Florida
$3.39M +$2.82M +132,394 +476%
LPL Financial
3
LPL Financial
California
$3.31M -$1.13M -53,193 -25%
SL
4
Systelligence LLC
Minnesota
$2.69M +$2.71M +127,107 New
Raymond James Financial
5
Raymond James Financial
Florida
$2.54M +$312K +14,651 +14%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.54M -$42.7K -2,003 -2%
PFS
7
Prospera Financial Services
Texas
$1.53M -$4.77K -224 -0.3%
PWM
8
Perigon Wealth Management
California
$1.3M +$31.2K +1,466 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.28M +$1.29M +60,432 New
FZCM
10
Flynn Zito Capital Management
New York
$779K +$50.2K +2,358 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$775K -$639 -30 -0.1%
AF
12
Apollon Financial
South Carolina
$727K -$133K -6,269 -15%
Goldman Sachs
13
Goldman Sachs
New York
$643K +$646K +30,335 New
MFS
14
McNamara Financial Services
Massachusetts
$503K -$4.09K -192 -0.8%
Morgan Stanley
15
Morgan Stanley
New York
$498K -$22.3K -1,049 -4%
UBS Group
16
UBS Group
Switzerland
$355K -$9.65K -453 -3%
BFA
17
Beaumont Financial Advisors
Massachusetts
$245K
NA
18
NewEdge Advisors
Louisiana
$231K
Wells Fargo
19
Wells Fargo
California
$40.2K +$27.7K +1,299 +217%
SPIA
20
Steward Partners Investment Advisory
New York
$34.2K
RIL
21
Rothschild Investment LLC
Illinois
$18.2K +$18.3K +859 New
FA
22
Fountainhead AM
New Jersey
$8.72K +$5.13K +241 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4K -$78.7K -3,696 -95%
NI
24
Natural Investments
California
-$2.5M -78,424 Closed
Jane Street
25
Jane Street
New York
-$1.15M -54,205 Closed

NUAG Hedge Fund Activity: Q4 2025 in Review

23 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) for Q4 2025, worth a combined $31.9M — up 7.9% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NUAG positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.82M. The largest seller was Natural Investments, exiting entirely with an estimated $2.5M sold.

  • 23 institutional investors held Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $31.9M of Nuveen Enhanced Yield US Aggregate Bond ETF stock for Q4 2025, up 7.9% quarter-over-quarter.
  • 5 funds opened new Nuveen Enhanced Yield US Aggregate Bond ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF buyer in Q4 2025 was Citadel Advisors, an estimated $2.82M added.
  • The largest Nuveen Enhanced Yield US Aggregate Bond ETF seller in Q4 2025 was Natural Investments, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2025.