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NYLI Hedge Multi-Strategy Tracker ETF

56 hedge funds and large institutions have $473M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

13% more capital invested

Capital invested by funds: $420M → $473M (+$53.6M)

10% more funds holding

Funds holding: 5156 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.22% less ownership

Funds ownership: 60.22%60% (-0.22%)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
7
Increased
27
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$117M +$6.18M +209,584 +6%
Morgan Stanley
2
Morgan Stanley
New York
$116M +$10.9M +369,763 +11%
WF
3
WealthTrust Fairport
Ohio
$36.6M +$9.49M +322,003 +36%
ST
4
Spinnaker Trust
Maine
$28.4M +$6.98M +236,920 +33%
PI
5
Placemark Investments
Illinois
$24.1M +$9.04M +306,844 +62%
BWM
6
Baystate Wealth Management
Massachusetts
$21M +$1.72M +58,377 +9%
Bank of America
7
Bank of America
North Carolina
$18.9M -$1.18M -39,994 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.7M +$1.89M +64,300 +18%
FA
9
FDx Advisors
Illinois
$12.1M +$867K +29,428 +8%
U
10
UBS
Switzerland
$11.5M +$1.26M +42,726 +13%
UBS AM
11
UBS AM
Illinois
$8.61M +$2.45M +83,017 +41%
GI
12
Gradient Investments
Minnesota
$8.04M +$1.04M +35,425 +15%
Jane Street
13
Jane Street
New York
$7.37M -$543K -18,431 -7%
Comerica Bank
14
Comerica Bank
Texas
$7.23M -$11.5M -389,254 -62%
KCMRT
15
Kemper Corp Master Retirement Trust
Illinois
$5.25M
Wells Fargo
16
Wells Fargo
California
$4.37M +$1.6M +54,260 +59%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.24M +$753K +25,556 +31%
CW
18
Cobiz Wealth
Colorado
$2.84M -$421K -14,288 -13%
LPL Financial
19
LPL Financial
California
$2.71M +$675K +22,917 +34%
AGA
20
Accuvest Global Advisors
Utah
$2.42M +$2.21K +75 +0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.25M +$453K +15,359 +26%
TFA
22
Transamerica Financial Advisors
Florida
$1.95M +$1.31M +44,389 +216%
CC
23
Curian Capital
Colorado
$1.89M -$78.2K -2,655 -4%
CL
24
CPWM LLC
Washington
$1.79M
GC
25
Garde Capital
Washington
$1.76M +$1.73M +58,657 New

QAI Hedge Fund Activity: Q2 2014 in Review

56 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q2 2014, worth a combined $473M — up 13% from $420M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QAI positions and 2 closed out — a net gain of 5 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Comerica Bank, cutting an estimated $11.5M.

  • 56 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q2 2014, up from 51 in Q1 2014.
  • Funds reported $473M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q2 2014, up 13% quarter-over-quarter.
  • 7 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q2 2014 and 2 closed out, a net change of +5 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q2 2014 was Morgan Stanley, an estimated $10.9M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q2 2014 was Comerica Bank, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2014.