NYLIM Hedge Multi-Strategy Tracker ETF
48 hedge funds and large institutions have $364M invested in NYLIM Hedge Multi-Strategy Tracker ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
28% more capital invested
Capital invested by funds: $284M → $364M (+$79.9M)
2% more funds holding
Funds holding: 47 → 48 (+1)
0.1% less ownership
Funds ownership: 56.87% → 56.77% (-0.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$51.8M |
| 2 |
PI
Placemark Investments
Chicago,
Illinois
|
+$10.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.83M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.47M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$18.8M |
| 2 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$1.33M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.31M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$475K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$467K |
QAI Hedge Fund Activity: Q4 2013 in Review
48 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in NYLIM Hedge Multi-Strategy Tracker ETF (QAI) for Q4 2013, worth a combined $364M — up 28% from $284M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QAI positions and 1 closed out — a net gain of 2 holders — while 28 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $51.8M. The largest seller was Baystate Wealth Management, cutting an estimated $18.8M.
- 48 institutional investors held NYLIM Hedge Multi-Strategy Tracker ETF (QAI) as of Q4 2013, up from 47 in Q3 2013.
- Funds reported $364M of NYLIM Hedge Multi-Strategy Tracker ETF stock for Q4 2013, up 28% quarter-over-quarter.
- 3 funds opened new NYLIM Hedge Multi-Strategy Tracker ETF positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest NYLIM Hedge Multi-Strategy Tracker ETF buyer in Q4 2013 was Morgan Stanley, an estimated $51.8M added.
- The largest NYLIM Hedge Multi-Strategy Tracker ETF seller in Q4 2013 was Baystate Wealth Management, an estimated $18.8M sold.
Based on aggregated 13F filings for Q4 2013.