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NYLI Hedge Multi-Strategy Tracker ETF

90 hedge funds and large institutions have $739M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

2% more capital invested

Capital invested by funds: $728M → $739M (+$11.1M)

0.51% less ownership

Funds ownership: 68.04%67.54% (-0.51%)

6% less funds holding

Funds holding: 9690 (-6)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
10
Increased
39
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
51
Texas Yale Capital Corp
Florida
$532K -$31.4K -1,085 -6%
M&T Bank
52
M&T Bank
New York
$519K -$80.1K -2,764 -13%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$408K +$9.13K +315 +2%
CA
54
Cetera Advisors
Colorado
$386K +$16.7K +576 +5%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$372K +$107K +3,691 +41%
PWAG
56
Polaris Wealth Advisory Group
California
$364K -$2.64M -91,245 -88%
EWA
57
EP Wealth Advisors
California
$354K -$174K -5,995 -33%
GC
58
Garde Capital
Washington
$330K -$108K -3,723 -25%
PA
59
Pinnacle Associates
New York
$315K -$5.69M -196,235 -95%
VKH
60
Virtu KCG Holdings
New York
$294K +$293K +10,099 New
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$242K +$171K +5,893 +241%
CMO
62
Covenant Multifamily Offices
Texas
$233K +$232K +8,000 New
CCG
63
Cypress Capital Group
Florida
$215K +$2.9K +100 +1%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$214K
HighTower Advisors
65
HighTower Advisors
Illinois
$212K -$1.92M -66,155 -90%
AL
66
Aspiriant LLC
California
$206K +$205K +7,059 New
SCM
67
Southport Capital Management
Tennessee
$204K +$203K +6,995 New
OC
68
Oakworth Capital
Alabama
$190K
KA
69
Klingman & Associates
New York
$181K +$25.2K +870 +16%
AG
70
Advisor Group
Arizona
$160K +$160K +5,530 New
ACM
71
Argentus Capital Management
Texas
$147K -$593K -20,475 -80%
PCP
72
Proficio Capital Partners
Massachusetts
$147K -$58K -2,000 -29%
IA
73
IFP Advisors
Florida
$116K +$91.9K +3,172 +397%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$92K -$52.2K -1,800 -36%
JP Morgan Chase
75
JP Morgan Chase
New York
$56K +$42.6K +1,471 +336%

QAI Hedge Fund Activity: Q2 2016 in Review

90 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q2 2016, worth a combined $739M — up 1.5% from $728M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of QAI and 10 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 39 added.

The largest buyer was Brinker Capital, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $17.8M.

  • 90 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q2 2016, down from 96 in Q1 2016.
  • Funds reported $739M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q2 2016, up 1.5% quarter-over-quarter.
  • 10 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q2 2016 and 13 closed out, a net change of -3 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q2 2016 was Brinker Capital, an estimated $18.6M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q2 2016 was Ameriprise, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2016.