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NYLI Hedge Multi-Strategy Tracker ETF

100 hedge funds and large institutions have $669M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $485M → $669M (+$184M)

29.3% more ownership

Funds ownership: 78.65%107.95% (+29%)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% less funds holding

Funds holding: 101100 (-1)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

39% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 44

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.46%
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
27
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Strategic Advocates
Utah
$545K +$549K +18,106 New
RG
52
Rathbones Group
United Kingdom
$538K -$122K -4,029 -18%
AWM
53
AE Wealth Management
Kansas
$454K +$175K +5,782 +62%
CW
54
CreativeOne Wealth
Kansas
$427K +$27.5K +906 +7%
HCP
55
Hexagon Capital Partners
Arkansas
$414K -$335K -11,035 -45%
SFG
56
Sage Financial Group
Pennsylvania
$402K +$114K +3,750 +39%
USWIA
57
UP Strategic Wealth Investment Advisors
Pennsylvania
$395K +$398K +13,119 New
Mariner
58
Mariner
Kansas
$371K -$106K -3,512 -22%
FIM
59
Freedom Investment Management
Connecticut
$345K -$132K -4,365 -28%
SI
60
Stephens Inc
Arkansas
$326K
PG
61
Patten Group
Tennessee
$317K +$14.5K +479 +5%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$301K +$304K +10,011 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$264K -$85K -2,802 -24%
SG
64
StoneX Group
New York
$248K +$12.2K +403 +5%
RWPA
65
Richard W. Paul & Associates
Michigan
$243K +$152 +5 +0.1%
NA
66
NewEdge Advisors
Louisiana
$241K +$6.79K +224 +3%
RPSA
67
Richard P. Slaughter Associates
Texas
$235K
KAS
68
Kestra Advisory Services
Texas
$227K -$334 -11 -0.1%
ATC
69
Argent Trust Co
Tennessee
$220K
GCA
70
Greenwood Capital Associates
South Carolina
$219K -$106K -3,501 -33%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$214K -$8.31K -274 -4%
CA
72
Cetera Advisors
Colorado
$202K -$11.6K -381 -5%
AWM
73
Aspire Wealth Management
Massachusetts
$152K
AWM
74
Able Wealth Management
New Jersey
$151K +$152K +5,000 New
MIM
75
Macroview Investment Management
Maryland
$146K +$87.7K +2,892 +148%

QAI Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q4 2023, worth a combined $669M — up 38% from $485M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QAI positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Aspiriant LLC, cutting an estimated $1.11M.

  • 100 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q4 2023, down from 101 in Q3 2023.
  • Funds reported $669M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 12 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q4 2023 and 10 closed out, a net change of +2 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q4 2023 was Morgan Stanley, an estimated $170M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q4 2023 was Aspiriant LLC, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2023.