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NYLI Hedge Multi-Strategy Tracker ETF

111 hedge funds and large institutions have $793M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2.13% more ownership

Funds ownership: 69.35%71.47% (+2.1%)

2% more funds holding

Funds holding: 109111 (+2)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

3% less capital invested

Capital invested by funds: $819M → $793M (-$25.5M)

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
13
Increased
39
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$215M +$15.7M +510,766 +8%
Morgan Stanley
2
Morgan Stanley
New York
$139M -$3.74M -121,889 -3%
MFM
3
MD Financial Management
Ontario, Canada
$59.8M +$1.52M +49,562 +3%
WF
4
WealthTrust Fairport
Ohio
$56.5M +$2.4M +78,220 +4%
BWM
5
Baystate Wealth Management
Massachusetts
$36.9M +$1.2M +39,093 +3%
AB
6
AT Bancorp
Iowa
$36.5M +$345K +11,228 +0.9%
Ameriprise
7
Ameriprise
Minnesota
$25.5M -$3.63M -118,203 -12%
Truist Financial
8
Truist Financial
North Carolina
$22.1M -$8.02M -261,209 -26%
PA
9
Paracle Advisors
Washington
$21.8M +$1.67M +54,260 +8%
Wells Fargo
10
Wells Fargo
California
$17.6M +$107K +3,485 +0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.3M +$891K +29,015 +6%
PV
12
Private Vista
Illinois
$13.2M +$13.3M +433,438 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.8M +$632K +20,592 +6%
GC
14
Grimes & Company
Massachusetts
$11.8M -$1.52M -49,492 -11%
Bank of America
15
Bank of America
North Carolina
$10M -$4.08M -133,000 -29%
ST
16
Spinnaker Trust
Maine
$9.65M +$80.6K +2,625 +0.8%
BC
17
Brinker Capital
Pennsylvania
$8.2M -$1.3M -42,220 -14%
BOTW
18
Bank of the West
California
$8.16M +$360K +11,738 +5%
Comerica Bank
19
Comerica Bank
Texas
$7.91M -$3.27M -106,533 -29%
FA
20
FDx Advisors
Illinois
$6.75M -$109K -3,555 -2%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.93M +$165K +5,389 +3%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$3.8M -$25.2K -820 -0.7%
PAG
23
Private Advisor Group
New Jersey
$2.87M +$2.29M +74,713 +387%
LPL Financial
24
LPL Financial
California
$2.83M +$1.21M +39,312 +74%
UBS Group
25
UBS Group
Switzerland
$2.58M -$6.51M -212,186 -72%

QAI Hedge Fund Activity: Q1 2018 in Review

111 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q1 2018, worth a combined $793M — down 3.1% from $819M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QAI positions and 10 closed out — a net gain of 3 holders — while 39 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $15.7M. The largest seller was Truist Financial, cutting an estimated $8.02M.

  • 111 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q1 2018, up from 109 in Q4 2017.
  • Funds reported $793M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q1 2018, down 3.1% quarter-over-quarter.
  • 13 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q1 2018 and 10 closed out, a net change of +3 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q1 2018 was Raymond James & Associates, an estimated $15.7M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q1 2018 was Truist Financial, an estimated $8.02M sold.

Based on aggregated 13F filings for Q1 2018.