NYLI Hedge Multi-Strategy Tracker ETF
100 hedge funds and large institutions have $669M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 10 closing their positions.
38% more capital invested
Capital invested by funds: $485M → $669M (+$184M)
29.3% more ownership
Funds ownership: 78.65% → 107.95% (+29%)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% less funds holding
Funds holding: 101 → 100 (-1)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
39% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 44
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$170M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$6.84M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$2.11M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.01M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.86M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMLT
101
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $541 | – | – | – |
|
|
OIA
102
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$1.01M | -33,514 | Closed |
|
103
Citadel Advisors
Miami,
Florida
| – | -$1M | -33,457 | Closed |
|
|
AFP
104
Alpha Financial Partners
Lexington,
Kentucky
| – | -$341K | -11,344 | Closed |
|
105
Mercer Global Advisors
Denver,
Colorado
| – | -$232K | -7,734 | Closed |
|
|
AP
106
Appleton Partners
Boston,
Massachusetts
| – | -$230K | -7,646 | Closed |
|
|
MPWT
107
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$117K | -3,906 | Closed |
|
|
RFA
108
Register Financial Advisors
Atlanta,
Georgia
| – | -$17K | -567 | Closed |
|
|
AWM
109
Avior Wealth Management
Omaha,
Nebraska
| – | -$4.08K | -136 | Closed |
|
110
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$210 | -7 | Closed |
|
QAI Hedge Fund Activity: Q4 2023 in Review
100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q4 2023, worth a combined $669M — up 38% from $485M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new QAI positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Aspiriant LLC, cutting an estimated $1.11M.
- 100 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q4 2023, down from 101 in Q3 2023.
- Funds reported $669M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q4 2023, up 38% quarter-over-quarter.
- 12 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q4 2023 and 10 closed out, a net change of +2 holders.
- The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q4 2023 was Morgan Stanley, an estimated $170M added.
- The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q4 2023 was Aspiriant LLC, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2023.