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NYLI Hedge Multi-Strategy Tracker ETF

102 hedge funds and large institutions have $486M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-12
Holders Change %
-10.53%
% of All Funds
1.63%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
14
Increased
27
Reduced
49
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$2.87M +$2.87M +98,243 New
LOIP
27
Live Oak Investment Partners
Texas
$2.84M -$2.71M
CFG
28
Cooper Financial Group
California
$2.51M +$89.3K +3,058 +4%
BFG
29
Baron Financial Group
New Jersey
$2.48M +$17.5K +600 +0.7%
SFG
30
Sage Financial Group
Pennsylvania
$2.38M +$2.38M +81,440 New
Wells Fargo
31
Wells Fargo
California
$2.25M -$1.55M -52,963 -41%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.2M -$2.47M -84,597 -53%
AFG
33
ABLE Financial Group
Arizona
$2.05M +$2.05M +70,277 New
AP
34
Appleton Partners
Massachusetts
$1.94M +$12.8K +437 +0.7%
OCBCO
35
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.79M -$23.5K -803 -1%
CCM
36
Coldstream Capital Management
Washington
$1.78M -$1.23M -42,075 -41%
LPL Financial
37
LPL Financial
California
$1.73M +$38.6K +1,323 +2%
CWM
38
Consultiva Wealth Management
Puerto Rico
$1.73M +$33K +1,131 +2%
OCM
39
One Capital Management
California
$1.6M +$1.6M +54,808 New
Betterment LLC
40
Betterment LLC
New York
$1.6M +$86.8K +2,973 +6%
EAM
41
Empirical Asset Management
Massachusetts
$1.6M +$358K +12,247 +29%
TPWM
42
Twelve Points Wealth Management
Massachusetts
$1.46M +$213K +7,294 +17%
GT
43
Greenleaf Trust
Michigan
$1.44M +$905K +30,967 +169%
UB
44
UMB Bank
Missouri
$1.41M +$1.41M +48,271 New
Jane Street
45
Jane Street
New York
$1.37M +$1.37M +46,913 New
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$1.34M +$642K +21,985 +93%
OIA
47
OneDigital Investment Advisors
Kansas
$1.18M -$63.4K -2,169 -5%
SCA
48
Snowden Capital Advisors
New York
$968K -$12.5K -427 -1%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$953K
AllianceBernstein
50
AllianceBernstein
Tennessee
$953K