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NYLI Hedge Multi-Strategy Tracker ETF

124 hedge funds and large institutions have $679M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
42
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ODG
101
O'Dell Group
Ohio
$113K
BWM
102
BerganKDV Wealth Management
Minnesota
$101K -$18.1K -568 -15%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$89K +$77.1K +2,414 +649%
APA
104
American Portfolios Advisors
New York
$83.9K +$55.9K +1,759 +200%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$64K +$28.6K +904 +81%
SPIA
106
Steward Partners Investment Advisory
New York
$63K
Bessemer Group
107
Bessemer Group
New Jersey
$45K +$45K +1,422 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$36K
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$23.4K -$5.75K -181 -20%
SWM
110
Spire Wealth Management
Virginia
$22K -$87.7K -1,801 -80%
COCM
111
Charter Oak Capital Management
New Hampshire
$18K
AF
112
Advisornet Financial
Minnesota
$16K
SFM
113
Signet Financial Management
New Jersey
$13K +$13K +400 New
NFG
114
Next Financial Group
Texas
$9K -$168K -5,549 -95%
CWS
115
Confluence Wealth Services
Pennsylvania
$9K +$9K +288 New
ARIS
116
Advanced Research Investment Solutions
California
$7K +$7K +250 New
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$6K -196 -50%
CA
118
CoreCap Advisors
Michigan
$6K +$6K +190 New
CWM
119
Curi Wealth Management
North Carolina
$6K +$6K +207 New
GWM
120
Geneos Wealth Management
Colorado
$4K
CWP
121
Concord Wealth Partners
Virginia
$4K +$4K +121 New
FPWM
122
FSB Premier Wealth Management
Iowa
$4K +$4K +155 New
IA
123
IFP Advisors
Florida
$2K
GI
124
Gradient Investments
Minnesota
$1K
MA
125
MCF Advisors
Kentucky
-$4.55M -143,351 Closed