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NYLI Hedge Multi-Strategy Tracker ETF

108 hedge funds and large institutions have $819M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

16% more funds holding

Funds holding: 93108 (+15)

6% more capital invested

Capital invested by funds: $771M → $819M (+$48.2M)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

2.18% less ownership

Funds ownership: 71.53%69.34% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
108
Holders Change
+15
Holders Change %
+16.13%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
24
Increased
34
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$570K +$31.9K +1,058 +6%
HighTower Advisors
52
HighTower Advisors
Illinois
$545K -$1.09M -36,126 -67%
Stifel Financial
53
Stifel Financial
Missouri
$538K -$12K -398 -2%
HPWM
54
Highland Private Wealth Management
Washington
$529K
M&T Bank
55
M&T Bank
New York
$525K -$13.8K -458 -3%
SPIA
56
Steward Partners Investment Advisory
New York
$507K -$132K -4,363 -21%
MIAN
57
Mariner Independent Advisor Network
Kansas
$483K +$475K +15,735 New
CRC
58
Curi RMB Capital
Illinois
$479K +$475K +15,749 New
OIA
59
OneDigital Investment Advisors
Kansas
$463K +$87.6K +2,904 +24%
CAN
60
Cetera Advisor Networks
California
$450K -$6.13K -203 -1%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$364K -$231K -7,641 -39%
CW
62
Cobiz Wealth
Colorado
$320K
EWA
63
EP Wealth Advisors
California
$307K -$56.9K -1,885 -16%
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$295K
MI
65
Moneywise Inc
Virginia
$278K +$27.6K +916 +11%
MCIA
66
Mountain Capital Investment Advisors
Colorado
$258K
OA
67
Opes Advisors
California
$251K -$134K -4,433 -35%
MIA
68
MainStreet Investment Advisors
Illinois
$245K +$243K +8,040 New
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$245K -$19.3K -640 -7%
JMPWA
70
JP Morgan Private Wealth Advisors
California
$217K -$47.8K -1,585 -18%
CCA
71
Cobblestone Capital Advisors
New York
$211K +$209K +6,925 New
LFA
72
Legacy Financial Advisors
Kentucky
$208K +$207K +6,859 New
AFNAS
73
American Financial Network Advisory Services
California
$185K -$82.2K -2,725 -31%
IA
74
IFP Advisors
Florida
$171K -$513 -17 -0.3%
PCP
75
Proficio Capital Partners
Massachusetts
$152K