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NYLI Hedge Multi-Strategy Tracker ETF

113 hedge funds and large institutions have $488M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

10% more funds holding

Funds holding: 103113 (+10)

7.14% more ownership

Funds ownership: 72.44%79.58% (+7.1%)

6% more capital invested

Capital invested by funds: $458M → $488M (+$29.6M)

41% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 46

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
26
Increased
27
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Coldstream Capital Management
Washington
$2.94M +$2.95M +103,181 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.77M +$1.56M +54,572 +128%
MA
28
MCF Advisors
Kentucky
$2.73M -$1.72M -60,294 -39%
LOIP
29
Live Oak Investment Partners
Texas
$2.71M
BFG
30
Baron Financial Group
New Jersey
$2.4M +$76.2K +2,665 +3%
CFG
31
Cooper Financial Group
California
$2.36M +$56.4K +1,972 +2%
AWM
32
AE Wealth Management
Kansas
$2.04M -$106K -3,689 -5%
AP
33
Appleton Partners
Massachusetts
$1.88M -$55.5K -1,941 -3%
OCBCO
34
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.76M +$1.77M +61,953 New
BWM
35
Baystate Wealth Management
Massachusetts
$1.69M +$876K +30,632 +107%
CWM
36
Consultiva Wealth Management
Puerto Rico
$1.65M -$57 -2 -0%
LPL Financial
37
LPL Financial
California
$1.65M -$144K -5,041 -8%
SWA
38
Stratos Wealth Advisors
Ohio
$1.58M -$66.5K -2,325 -4%
APCM
39
Alaska Permanent Capital Management
Alaska
$1.49M +$121K +4,221 +9%
Betterment LLC
40
Betterment LLC
New York
$1.47M -$12K -418 -0.8%
OIA
41
OneDigital Investment Advisors
Kansas
$1.21M -$252K -8,803 -17%
TPWM
42
Twelve Points Wealth Management
Massachusetts
$1.21M +$29.6K +1,034 +2%
EAM
43
Empirical Asset Management
Massachusetts
$1.21M -$51.3K -1,793 -4%
CWM
44
Curi Wealth Management
North Carolina
$1.13M +$1.14M +39,792 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.11M +$495K +17,295 +80%
Goldman Sachs
46
Goldman Sachs
New York
$1.01M +$1.01M +35,427 New
CA
47
Cetera Advisors
Colorado
$1.01M +$1.01M +35,389 New
EAMA
48
EFG Asset Management (Americas)
Florida
$964K
SCA
49
Snowden Capital Advisors
New York
$955K +$29 +1 +0%
AllianceBernstein
50
AllianceBernstein
Tennessee
$928K -$170K -5,950 -15%