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NYLI Hedge Multi-Strategy Tracker ETF

96 hedge funds and large institutions have $728M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% less ownership

Funds ownership: 68.79%68.04% (-0.74%)

5% less capital invested

Capital invested by funds: $763M → $728M (-$35.3M)

3% less funds holding

Funds holding: 9996 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

55% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 47

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
14
Increased
21
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$120M -$8.72M -309,061 -7%
RJA
2
Raymond James & Associates
Florida
$107M +$26.9M +951,549 +34%
QI
3
QS Investors
New York
$58.3M +$3.37M +119,367 +6%
WF
4
WealthTrust Fairport
Ohio
$47.8M +$2.03M +71,891 +5%
PV
5
Private Vista
Illinois
$42.6M +$1.3M +46,105 +3%
AB
6
AT Bancorp
Iowa
$32.3M +$31.6M +1,119,708 New
Ameriprise
7
Ameriprise
Minnesota
$31.1M +$7.18M +254,395 +31%
BWM
8
Baystate Wealth Management
Massachusetts
$28.7M +$945K +33,485 +3%
ST
9
Spinnaker Trust
Maine
$17.5M +$185K +6,556 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.2M +$646K +22,907 +4%
UBS AM
11
UBS AM
Illinois
$15M -$981K -34,753 -6%
VCM
12
Vigilant Capital Management
Maine
$14.8M +$728K +25,791 +5%
Truist Financial
13
Truist Financial
North Carolina
$13.6M +$2M +70,902 +18%
GI
14
Gradient Investments
Minnesota
$13.1M +$1.22M +43,314 +11%
Comerica Bank
15
Comerica Bank
Texas
$12.9M -$2.47M -87,401 -16%
PA
16
Paracle Advisors
Washington
$12.4M -$125K -4,424 -1%
Bank of America
17
Bank of America
North Carolina
$10.2M -$11.3M -400,511 -53%
FA
18
FDx Advisors
Illinois
$9.54M -$820K -29,077 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.58M -$6.18M -219,043 -42%
UBS Group
20
UBS Group
Switzerland
$7.92M -$725K -25,688 -9%
Wells Fargo
21
Wells Fargo
California
$7.49M +$514K +18,221 +8%
SFA
22
Sequoia Financial Advisors
Ohio
$7.38M -$885K -31,374 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.87M -$282 -10 -0%
PA
24
Pinnacle Associates
New York
$5.97M -$829K -29,380 -12%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$5.79M -$528K -18,704 -9%

QAI Hedge Fund Activity: Q1 2016 in Review

96 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q1 2016, worth a combined $728M — down 4.6% from $763M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of QAI and 14 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 21 added.

The largest buyer was AT Bancorp, opening a new position worth an estimated $31.6M. The largest seller was Pitcairn, cutting an estimated $25.4M.

  • 96 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q1 2016, down from 99 in Q4 2015.
  • Funds reported $728M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q1 2016, down 4.6% quarter-over-quarter.
  • 14 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q1 2016 and 17 closed out, a net change of -3 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q1 2016 was AT Bancorp, an estimated $31.6M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q1 2016 was Pitcairn, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2016.