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NYLI Hedge Multi-Strategy Tracker ETF

105 hedge funds and large institutions have $507M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.66%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
16
Increased
30
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIWA
76
Prevail Innovative Wealth Advisors
Kansas
$228K +$228K +7,634 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$211K +$211K +7,088 New
DZ Bank
78
DZ Bank
Germany
$187K +$107K +3,562 +133%
AF
79
Allworth Financial
California
$120K -$70.6K -2,368 -37%
ODG
80
O'Dell Group
Ohio
$106K +$106K +3,569 New
BWM
81
BerganKDV Wealth Management
Minnesota
$106K -$44.5K -1,493 -30%
PTC
82
Private Trust Company
Ohio
$68.1K +$3.4K +114 +5%
CBT
83
Central Bank & Trust
Kentucky
$48.1K -$195K -6,544 -80%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$42.5K +$40.7K +1,364 +2,273%
GRP
85
Global Retirement Partners
California
$40.1K -$27.7K -929 -41%
GWSG
86
GPS Wealth Strategies Group
Colorado
$34.2K
SPIA
87
Steward Partners Investment Advisory
New York
$32.5K -$26.3K -880 -45%
CA
88
Clearstead Advisors
Ohio
$32.3K
FGAM
89
Financial Gravity Asset Management
Texas
$29.5K +$29.5K +30 New
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$29.4K -$6.37K -214 -18%
TWM
91
Tradition Wealth Management
Minnesota
$25K -$18K -608 -42%
PA
92
Parallel Advisors
California
$23.4K +$23.4K +786 New
RFA
93
Register Financial Advisors
Georgia
$19.6K -$30 -1 -0.2%
FCAG
94
First Capital Advisors Group
New Jersey
$11K +$11K +369 New
SWM
95
Spire Wealth Management
Virginia
$7.76K -$2.74K -92 -26%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$7K -$10.7K -383 -61%
OP
97
ORG Partners
Indiana
$6K +$6K +201 New
GWM
98
Geneos Wealth Management
Colorado
$4.18K
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$4.09K -$5.94K -199 -59%
AWM
100
Avior Wealth Management
Nebraska
$4.06K