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NYLI Hedge Multi-Strategy Tracker ETF

107 hedge funds and large institutions have $618M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $543M → $618M (+$75.8M)

4.85% more ownership

Funds ownership: 72%76.85% (+4.9%)

0% more funds holding

Funds holding: 107107 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
42
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$251K
GC
77
Grimes & Company
Massachusetts
$246K -$13.8K -437 -5%
CBFP
78
Cedar Brook Financial Partners
Ohio
$239K -$63.1K -1,994 -21%
BAM
79
Belpointe Asset Management
Nevada
$231K
CW
80
CreativeOne Wealth
Kansas
$226K -$297K -9,392 -57%
MPWT
81
MassMutual Private Wealth & Trust
Connecticut
$220K +$31K +978 +17%
RMDI
82
R.M. Davis Inc
Maine
$214K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$202K
BWM
84
BerganKDV Wealth Management
Minnesota
$134K +$8.55K +270 +7%
SPIA
85
Steward Partners Investment Advisory
New York
$125K
IAIM
86
International Assets Investment Management
Florida
$105K +$104K +3,281 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$57K
BWA
88
Burt Wealth Advisors
Maryland
$55K
GRP
89
Global Retirement Partners
California
$42K -$697 -22 -2%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$37K +$31.1K +983 +599%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$36K +$12.9K +406 +56%
EIP
92
Ellis Investment Partners
Pennsylvania
$35K
Citigroup
93
Citigroup
New York
$33K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$28K +$15.6K +492 +132%
APA
95
American Portfolios Advisors
New York
$23.9K +$2.88K +91 +14%
AF
96
Advisornet Financial
Minnesota
$18K
NG
97
NWK Group
California
$18K +$18K +569 New
COCM
98
Charter Oak Capital Management
New Hampshire
$18K +$19.6K +618 New
ICP
99
Interchange Capital Partners
Pennsylvania
$17K +$17.3K +545 New
FA
100
Faithward Advisors
Pennsylvania
$14K -$3.48K -110 -21%