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NYLI Hedge Multi-Strategy Tracker ETF
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Overview Fund Activity

114 hedge funds and large institutions have $488M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
26
Increased
27
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$19.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$196M
3
Ameriprise
3
Ameriprise
Minnesota
$23.4M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$7.1M
5
HW
5
Hancock Whitney
Mississippi
$3.97M

Top Sellers

1
AL
1
Aspiriant LLC
California
$13.3M
2
AWM
2
Ameliora Wealth Management
Switzerland
$44.9K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.81M
5
MA
5
MCF Advisors
Kentucky
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Catalyst Wealth Management
Georgia
$260K +$260K +9,147 New
SFA
77
Sequoia Financial Advisors
Ohio
$237K – – –
NA
78
NewEdge Advisors
Louisiana
$234K -$202K -7,109 -46%
RWPA
79
Richard W. Paul & Associates
Michigan
$232K +$232K +8,141 New
KAS
80
Kestra Advisory Services
Texas
$230K -$13.5K -473 -6%
ATC
81
Argent Trust Co
Tennessee
$222K – – –
GCA
82
Greenwood Capital Associates
South Carolina
$219K -$80K -2,811 -27%
SCM
83
Stonehearth Capital Management
Massachusetts
$213K -$2.79K -98 -1%
CW
84
CreativeOne Wealth
Kansas
$211K -$5.51K -194 -3%
FIM
85
Freedom Investment Management
Connecticut
$208K +$208K +7,303 New
BAM
86
Belpointe Asset Management
Nevada
$197K +$12.9K +452 +7%
DZ Bank
87
DZ Bank
Germany
$193K -$17.1K -604 -8%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$190K -$39K -1,373 -17%
AF
89
Allworth Financial
California
$179K – – –
BWM
90
BerganKDV Wealth Management
Minnesota
$144K -$939 -33 -0.6%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$61.8K -$50.4K -1,775 -45%
PTC
92
Private Trust Company
Ohio
$61K -$391K -13,786 -87%
GRP
93
Global Retirement Partners
California
$56.2K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$56K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$54K -$24.8K -866 -31%
TWM
96
Tradition Wealth Management
Minnesota
$48K -$74.4K -2,633 -61%
AWM
97
Ameliora Wealth Management
Switzerland
$44.9K -$6.14M -211,762 -99%
CA
98
Clearstead Advisors
Ohio
$30.8K – – –
ASN
99
Advisory Services Network
Georgia
$24.6K +$24.6K +865 New
RFA
100
Register Financial Advisors
Georgia
$18.4K +$18.4K +647 New
2 3
4
5 6