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NYLI Hedge Multi-Strategy Tracker ETF

89 hedge funds and large institutions have $613M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2% more funds holding

Funds holding: 8789 (+2)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0% less capital invested

Capital invested by funds: $615M → $613M (-$2.54M)

1.22% less ownership

Funds ownership: 59.89%58.67% (-1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.48%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.31%
New
14
Increased
31
Reduced
29
Closed
11
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$139M +$8.31M +283,633 +6%
RJA
2
Raymond James & Associates
Florida
$70.8M +$2.53M +86,504 +4%
WF
3
WealthTrust Fairport
Ohio
$42M -$916K -31,266 -2%
QI
4
QS Investors
New York
$34M -$1.37M -46,742 -4%
BWM
5
Baystate Wealth Management
Massachusetts
$25.3M +$2.14M +72,972 +9%
Comerica Bank
6
Comerica Bank
Texas
$23.8M -$33M -1,126,946 -58%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.3M -$2.01M -68,783 -9%
ST
8
Spinnaker Trust
Maine
$18.2M -$1.24M -42,346 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$17.4M -$1.38M -47,125 -7%
UBS AM
10
UBS AM
Illinois
$15.6M -$355K -12,125 -2%
WA
11
WealthTrust-Arizona
Arizona
$13.9M +$406K +13,867 +3%
VCM
12
Vigilant Capital Management
Maine
$13.3M +$1.1M +37,641 +9%
Bank of America
13
Bank of America
North Carolina
$12.5M +$922K +31,487 +8%
PA
14
Paracle Advisors
Washington
$11.9M +$12.1M +411,973 New
Wells Fargo
15
Wells Fargo
California
$10.4M +$3.51M +119,961 +50%
SCA
16
Strategic Capital Alternatives
United States
$10.2M +$6.23M +212,597 +149%
UBS Group
17
UBS Group
Switzerland
$9.18M -$6.27M -213,940 -40%
ACM
18
Argentus Capital Management
Texas
$8.88M +$1.42M +48,397 +19%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.64M +$803K +27,405 +12%
PA
20
Pinnacle Associates
New York
$7.56M +$4.48M +152,830 +139%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.85M +$6.85M +233,827 +5,711%
P
22
Palladiem
Pennsylvania
$6.11M -$3.81M -130,000 -38%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$5.33M +$1.72M +58,545 +46%
SFA
24
Sequoia Financial Advisors
Ohio
$5.12M +$566K +19,330 +12%
KCMRT
25
Kemper Corp Master Retirement Trust
Illinois
$5.04M

QAI Hedge Fund Activity: Q3 2015 in Review

89 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q3 2015, worth a combined $613M — down 0.41% from $615M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QAI positions and 11 closed out — a net gain of 3 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was Paracle Advisors, opening a new position worth an estimated $12.1M. The largest seller was Comerica Bank, cutting an estimated $33M.

  • 89 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q3 2015, up from 87 in Q2 2015.
  • Funds reported $613M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q3 2015, down 0.41% quarter-over-quarter.
  • 14 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q3 2015 and 11 closed out, a net change of +3 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q3 2015 was Paracle Advisors, an estimated $12.1M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q3 2015 was Comerica Bank, an estimated $33M sold.

Based on aggregated 13F filings for Q3 2015.