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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 %
BWM
51
Baystate Wealth Management
Massachusetts
$840K -$895K -30,644 -52%
HCP
52
Hexagon Capital Partners
Arkansas
$816K -$42.4K -1,451 -5%
Citadel Advisors
53
Citadel Advisors
Florida
$803K +$803K +27,505 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$777K -$19.5K -668 -2%
SWA
55
Stratos Wealth Advisors
Ohio
$748K -$872K -29,865 -54%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$734K -$2.11M -72,242 -74%
HW
57
Hancock Whitney
Mississippi
$721K -$3.35M -114,763 -82%
Mariner
58
Mariner
Kansas
$648K -$38.7K -1,324 -6%
EAMA
59
EFG Asset Management (Americas)
Florida
$494K -$494K -16,928 -50%
FIM
60
Freedom Investment Management
Connecticut
$393K +$179K +6,142 +84%
CW
61
CreativeOne Wealth
Kansas
$392K +$175K +6,007 +81%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$364K -$203K -6,970 -36%
SC
63
Scotia Capital
Ontario, Canada
$351K
Bank of America
64
Bank of America
North Carolina
$344K +$344K +11,761 New
SI
65
Stephens Inc
Arkansas
$317K
AFP
66
Alpha Financial Partners
Kentucky
$308K -$232K -7,942 -43%
AWM
67
AE Wealth Management
Kansas
$307K -$1.79M -61,280 -85%
PG
68
Patten Group
Tennessee
$304K -$28.1K -962 -8%
RG
69
Rathbones Group
United Kingdom
$282K +$282K +9,645 New
RMDI
70
R.M. Davis Inc
Maine
$273K
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$268K +$268K +9,159 New
RWPA
72
Richard W. Paul & Associates
Michigan
$265K +$26.8K +919 +11%
CWM
73
Catalyst Wealth Management
Georgia
$263K -$4.24K -145 -2%
GCA
74
Greenwood Capital Associates
South Carolina
$260K +$34.2K +1,172 +15%
KAS
75
Kestra Advisory Services
Texas
$240K +$3.89K +133 +2%