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NYLI Hedge Multi-Strategy Tracker ETF

93 hedge funds and large institutions have $771M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

1% less capital invested

Capital invested by funds: $782M → $771M (-$11.6M)

2.11% less ownership

Funds ownership: 73.64%71.53% (-2.1%)

4% less funds holding

Funds holding: 9793 (-4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
8
Increased
40
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$181M +$12.2M +412,034 +7%
Morgan Stanley
2
Morgan Stanley
New York
$134M -$6.55M -220,737 -5%
QI
3
QS Investors
New York
$78.1M +$2.68M +90,174 +4%
WF
4
WealthTrust Fairport
Ohio
$52.1M +$57.7K +1,944 +0.1%
AB
5
AT Bancorp
Iowa
$34.6M +$90.7K +3,054 +0.3%
BWM
6
Baystate Wealth Management
Massachusetts
$34.3M +$1.45M +48,945 +4%
Truist Financial
7
Truist Financial
North Carolina
$28.4M +$995K +33,534 +4%
Ameriprise
8
Ameriprise
Minnesota
$26.9M +$2.91M +97,922 +12%
PV
9
Private Vista
Illinois
$20M -$5.12M -172,350 -20%
PA
10
Paracle Advisors
Washington
$17.4M +$1.84M +61,932 +12%
Bank of America
11
Bank of America
North Carolina
$16.9M +$3.01M +101,425 +22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.9M +$38.6K +1,302 +0.3%
Wells Fargo
13
Wells Fargo
California
$14.4M +$817K +27,521 +6%
Comerica Bank
14
Comerica Bank
Texas
$11.8M -$2.57M -86,699 -18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.6M +$707K +23,801 +7%
ST
16
Spinnaker Trust
Maine
$9.46M +$164K +5,520 +2%
BC
17
Brinker Capital
Pennsylvania
$8.99M -$1.54M -51,972 -15%
BOTW
18
Bank of the West
California
$7.39M -$68.9K -2,321 -0.9%
UBS Group
19
UBS Group
Switzerland
$7.18M +$52.8K +1,779 +0.7%
FA
20
FDx Advisors
Illinois
$6.8M -$77.2K -2,601 -1%
Jane Street
21
Jane Street
New York
$4.64M +$2.95M +99,455 +178%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.51M +$423K +14,263 +10%
WSTAM
23
Wilbanks Smith & Thomas Asset Management
Virginia
$3.79M -$131K -4,418 -3%
PAG
24
Private Advisor Group
New Jersey
$3.35M +$108K +3,653 +3%
LFAS
25
Level Four Advisory Services
Texas
$3.04M -$95.9K -3,231 -3%

QAI Hedge Fund Activity: Q3 2017 in Review

93 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q3 2017, worth a combined $771M — down 1.5% from $782M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of QAI and 8 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 40 added.

The largest buyer was Raymond James & Associates, adding an estimated $12.2M. The largest seller was MML Investors Services, cutting an estimated $28.5M.

  • 93 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q3 2017, down from 97 in Q2 2017.
  • Funds reported $771M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q3 2017, down 1.5% quarter-over-quarter.
  • 8 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q3 2017 and 10 closed out, a net change of -2 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $12.2M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q3 2017 was MML Investors Services, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2017.