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NYLI Hedge Multi-Strategy Tracker ETF

92 hedge funds and large institutions have $665M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.62% less ownership

Funds ownership: 88.07%87.45% (-0.62%)

2% less capital invested

Capital invested by funds: $679M → $665M (-$13.6M)

7% less funds holding

Funds holding: 9992 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
92
Holders Change
-7
Holders Change %
-7.07%
% of All Funds
1.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
7
Increased
45
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
1
Tredje AP-fonden
Sweden
$214M
Morgan Stanley
2
Morgan Stanley
New York
$91.6M -$25.3M -735,332 -22%
APCM
3
Alaska Permanent Capital Management
Alaska
$55.4M +$5.18M +150,671 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.6M +$1.2M +34,835 +3%
AWA
5
Alaska Wealth Advisors
Alaska
$36.1M +$1.28M +37,306 +4%
Ameriprise
6
Ameriprise
Minnesota
$26.4M +$6.4M +186,136 +32%
VCA
7
Verdence Capital Advisors
Maryland
$25.5M +$4.19M +121,813 +19%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$20.1M -$580K -16,867 -3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$19.6M -$335K -9,741 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$13.8M +$1.78M +51,897 +15%
PWA
11
Pitcairn Wealth Advisors
Pennsylvania
$12.4M -$34 -1 -0%
UBS Group
12
UBS Group
Switzerland
$9.47M -$4.15M -120,914 -30%
UB
13
UMB Bank
Missouri
$7.4M -$8.46M -246,194 -53%
EWM
14
Endowment Wealth Management
Wisconsin
$7.39M -$444K -12,910 -6%
AL
15
Aspiriant LLC
California
$6.72M +$712K +20,731 +12%
Wells Fargo
16
Wells Fargo
California
$5.03M -$360K -10,462 -7%
LOIP
17
Live Oak Investment Partners
Texas
$4.64M +$197K +5,720 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.42M -$206K -5,993 -4%
BWM
19
Brown Wealth Management
Illinois
$4.39M -$868K -25,266 -16%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$3.97M +$4M +116,385 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.67M +$98K +2,852 +3%
DWM
22
Darwin Wealth Management
Florida
$3.43M -$277K -8,048 -7%
BFG
23
Baron Financial Group
New Jersey
$3.36M +$56.4K +1,640 +2%
LFASL
24
Lugano Financial Advisors SA (LFA)
Switzerland
$3.34M -$40K -1,164 -1%
WHGAM
25
Wealth High Governance Asset Management
$3.04M +$742K +21,602 +32%