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NYLI Hedge Multi-Strategy Tracker ETF
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Overview Fund Activity

101 hedge funds and large institutions have $670M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
28
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$328M
2
AWA
2
Alaska Wealth Advisors
Alaska
$17.8M
3
QAM
3
Q3 Asset Management
Michigan
$3.72M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.3M
5
Ameriprise
5
Ameriprise
Minnesota
$16.7M

Top Sellers

1
LOIP
1
Live Oak Investment Partners
Texas
$3.13M
2
AL
2
Aspiriant LLC
California
$8.68M
3
OIA
3
OneDigital Investment Advisors
Kansas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
LPL Financial
5
LPL Financial
California
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.1M -$313K -10,392 -9%
AFG
27
ABLE Financial Group
Arizona
$2.94M +$225K +7,460 +8%
Wells Fargo
28
Wells Fargo
California
$2.89M +$536K +17,814 +23%
BFG
29
Baron Financial Group
New Jersey
$2.68M +$22.1K +735 +0.8%
CFG
30
Cooper Financial Group
California
$2.56M -$27.3K -907 -1%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$2.3M +$2M +66,391 +668%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.91M +$289K +9,594 +18%
HW
33
Hancock Whitney
Mississippi
$1.85M +$1.38M +45,990 +297%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.73M -$648K -20,705 -27%
OCBCO
35
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.68M -$177K -5,882 -10%
LPL Financial
36
LPL Financial
California
$1.68M -$912K -30,287 -35%
EAM
37
Empirical Asset Management
Massachusetts
$1.61M -$58.8K -1,952 -4%
TPWM
38
Twelve Points Wealth Management
Massachusetts
$1.58M -$12.5K -416 -0.8%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.53M +$909K +30,194 +147%
UB
40
UMB Bank
Missouri
$1.45M – – –
EWA
41
EP Wealth Advisors
California
$1.21M -$143K -4,735 -11%
GT
42
Greenleaf Trust
Michigan
$1.15M -$639K -21,230 -36%
SCA
43
Snowden Capital Advisors
New York
$993K -$9.12K -303 -0.9%
CCMG
44
Clark Capital Management Group
Pennsylvania
$964K +$964K +32,032 New
WSTAM
45
Wilbanks Smith & Thomas Asset Management
Virginia
$874K +$874K +29,022 New
Betterment LLC
46
Betterment LLC
New York
$873K -$95.4K -3,169 -10%
HighTower Advisors
47
HighTower Advisors
Illinois
$855K -$84.6K -2,818 -9%
BWM
48
Baystate Wealth Management
Massachusetts
$588K -$30 -1 -0%
CCM
49
Coldstream Capital Management
Washington
$565K -$846K -28,110 -60%
Stifel Financial
50
Stifel Financial
Missouri
$556K +$245K +8,135 +79%
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