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NYLI Hedge Multi-Strategy Tracker ETF

114 hedge funds and large institutions have $654M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 60 reducing their positions, and 23 closing their positions.

Holders
114
Holders Change
-13
Holders Change %
-10.24%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
12
Increased
31
Reduced
60
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$130M 4,328,543 -596,163 -12%
RJA
2
Raymond James & Associates
Florida
$68M 2,260,070 -5,675,604 -72%
MFM
3
MD Financial Management
Ontario, Canada
$61.9M 2,057,497 -549,141 -21%
WF
4
WealthTrust Fairport
Ohio
$60.7M 2,017,247 -2,199 -0.1%
AL
5
Aspiriant LLC
California
$37.3M 1,239,781 -1,703,367 -58%
Ameriprise
6
Ameriprise
Minnesota
$34.6M 1,149,388 -148,918 -11%
AB
7
AT Bancorp
Iowa
$33.6M 1,117,240 +1,068 +0.1%
PA
8
Paracle Advisors
Washington
$24.9M 828,731 +34,783 +4%
GC
9
Grimes & Company
Massachusetts
$24.8M 823,110 -127,448 -13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.6M 619,767 +4,068 +0.7%
CG
11
Colony Group
Massachusetts
$17.1M 570,122 -215,759 -27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.8M 457,600 -219,343 -32%
Wells Fargo
13
Wells Fargo
California
$10M 332,445 -247,689 -43%
Bank of America
14
Bank of America
North Carolina
$9.5M 316,088 -144,586 -31%
BOTW
15
Bank of the West
California
$8.72M 289,929 +4,118 +1%
LPWM
16
Lake Point Wealth Management
Texas
$7.2M 236,653 +100,297 +74%
LFASL
17
Lugano Financial Advisors SA (LFA)
Switzerland
$6.59M 219,339 +118,459 +117%
PAG
18
Private Advisor Group
New Jersey
$6.29M 209,031 -24,565 -11%
UBS Group
19
UBS Group
Switzerland
$5.69M 189,353 -3,026 -2%
PV
20
Private Vista
Illinois
$5.46M 181,325 -53,913 -23%
AG
21
Advisor Group
Arizona
$5.39M 178,613 +4,295 +2%
WGCA
22
Wolf Group Capital Advisors
Virginia
$4.94M 164,333 -4,854 -3%
Truist Financial
23
Truist Financial
North Carolina
$4.24M 140,861 -97,290 -41%
FMBTD
24
First Midwest Bank Trust Division
Illinois
$3.38M 112,514 +6,873 +7%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$3.36M 111,883 +5,663 +5%