We are live on ! Find out more
QAI icon

NYLI Hedge Multi-Strategy Tracker ETF

103 hedge funds and large institutions have $477M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.01% less ownership

Funds ownership: 60.81%57.8% (-3%)

7% less capital invested

Capital invested by funds: $515M → $477M (-$37.8M)

9% less funds holding

Funds holding: 113103 (-10)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
103
Holders Change
-10
Holders Change %
-8.85%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
8
Increased
29
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$432K -$28.3K -932 -6%
OFW
52
Omnia Family Wealth
Florida
$432K
FHA
53
Flagship Harbor Advisors
Massachusetts
$412K -$73.6K -2,422 -15%
AI
54
Atria Investments
North Carolina
$402K
SI
55
Stephens Inc
Arkansas
$378K -$64.2K -2,113 -15%
SFA
56
Sequoia Financial Advisors
Ohio
$374K -$42.5K -1,398 -10%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$355K -$19.4K -640 -5%
CBFP
58
Cedar Brook Financial Partners
Ohio
$353K +$69.4K +2,285 +25%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$344K +$4.28K +141 +1%
M&T Bank
60
M&T Bank
New York
$310K -$21.9K -720 -7%
CW
61
CreativeOne Wealth
Kansas
$305K +$8.02K +264 +3%
GM
62
GeoWealth Management
Illinois
$305K +$305K +10,039 New
BHWA
63
Beacon Harbor Wealth Advisors
Virginia
$297K +$295K +9,699 New
TSS
64
Two Sigma Securities
New York
$296K +$296K +9,741 New
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$294K
CA
66
Cetera Advisors
Colorado
$287K +$4.19K +138 +1%
MCIA
67
Mountain Capital Investment Advisors
Colorado
$258K
LFPWM
68
Leicht Financial Planning & Wealth Management
New Jersey
$248K -$567K -18,669 -70%
MFG
69
MidWestOne Financial Group
Iowa
$238K -$175K -5,777 -43%
BCI
70
Brinker Capital Investments
Pennsylvania
$236K -$9.08K -299 -4%
NFG
71
Next Financial Group
Texas
$220K +$78.3K +2,578 +55%
MIA
72
MainStreet Investment Advisors
Illinois
$216K
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$216K
CAN
74
Cetera Advisor Networks
California
$210K -$18.5K -608 -8%
HW
75
Hancock Whitney
Mississippi
$208K -$848K -27,932 -80%