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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
RMDI
76
R.M. Davis Inc
Maine
$204K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$202K
SPIA
78
Steward Partners Investment Advisory
New York
$119K
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$116K -$16.2K -533 -12%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$105K
FAAS
81
First Allied Advisory Services
California
$104K +$103K +3,390 New
BWA
82
Burt Wealth Advisors
Maryland
$101K
IA
83
IFP Advisors
Florida
$101K +$108K +3,562 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$86K +$4.4K +145 +5%
HNB
85
Huntington National Bank
Ohio
$71K
GRP
86
Global Retirement Partners
California
$60K -$516 -17 -0.9%
PCG
87
Private Capital Group
Connecticut
$45K
Citigroup
88
Citigroup
New York
$37K
ADL
89
Asset Dedication LLC
California
$33K -$243 -8 -0.7%
EIP
90
Ellis Investment Partners
Pennsylvania
$33K
AF
91
Advisornet Financial
Minnesota
$28K -$4.8K -158 -15%
US Bancorp
92
US Bancorp
Minnesota
$27K -$26.3K -866 -49%
RCAG
93
Rehmann Capital Advisory Group
Michigan
$22.9K +$21.7K +713 New
BWM
94
Baystate Wealth Management
Massachusetts
$13K -$22.1K -729 -64%
ASN
95
Advisory Services Network
Georgia
$7K
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$7K
IA
97
IndexIQ Advisors
New York
$7K +$6.86K +226 +3,229%
VNA
98
Valley National Advisers
Pennsylvania
$6K -$607 -20 -9%
AssetMark Inc
99
AssetMark Inc
California
$6K +$5.86K +193 New
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$4K -$42.3K -1,392 -92%

QAI Hedge Fund Activity: Q3 2019 in Review

103 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q3 2019, worth a combined $477M — down 7.3% from $515M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of QAI and 8 opened new positions — a net loss of 7 holders — while 43 trimmed existing stakes and 29 added.

The largest buyer was 55I LLC, adding an estimated $1.74M. The largest seller was Private Vista, exiting entirely with an estimated $4.81M sold.

  • 103 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q3 2019, down from 113 in Q2 2019.
  • Funds reported $477M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q3 2019, down 7.3% quarter-over-quarter.
  • 8 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q3 2019 and 15 closed out, a net change of -7 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q3 2019 was 55I LLC, an estimated $1.74M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q3 2019 was Private Vista, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2019.