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NYLI Hedge Multi-Strategy Tracker ETF

116 hedge funds and large institutions have $523M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

13% more funds holding

Funds holding: 103116 (+13)

10% more capital invested

Capital invested by funds: $477M → $523M (+$46M)

3.99% more ownership

Funds ownership: 57.8%61.79% (+4%)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
25
Increased
37
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M +$505K +16,377 +0.4%
RJA
2
Raymond James & Associates
Florida
$72M +$1.88M +61,100 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$59M -$34.3K -1,113 -0.1%
Ameriprise
4
Ameriprise
Minnesota
$29.5M -$2.75M -89,219 -9%
PA
5
Paracle Advisors
Washington
$29.4M +$698K +22,634 +2%
GC
6
Grimes & Company
Massachusetts
$20.4M -$1.62M -52,634 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.8M +$1.24M +40,260 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.8M +$2.95M +95,700 +20%
CG
9
Colony Group
Massachusetts
$17.4M +$2.55M +82,806 +17%
Wells Fargo
10
Wells Fargo
California
$12.8M +$6.48M +210,274 +102%
BOTW
11
Bank of the West
California
$9.35M +$72.3K +2,344 +0.8%
P
12
Pitcairn
Pennsylvania
$8.57M +$8.58M +278,205 New
LPWM
13
Lake Point Wealth Management
Texas
$7.6M +$7.61M +246,721 New
UBS Group
14
UBS Group
Switzerland
$6.79M +$1.31M +42,384 +24%
AG
15
Advisor Group
Arizona
$6.27M +$109K +3,545 +2%
PAG
16
Private Advisor Group
New Jersey
$6.22M -$2.1K -68 -0%
Bank of America
17
Bank of America
North Carolina
$5.56M -$1.5M -48,572 -21%
Truist Financial
18
Truist Financial
North Carolina
$5.05M +$846K +27,454 +20%
LFASL
19
Lugano Financial Advisors SA (LFA)
Switzerland
$3.88M +$3.89M +126,016 New
BHWA
20
Beacon Harbor Wealth Advisors
Virginia
$3.57M +$3.28M +106,299 +1,096%
APA
21
American Portfolios Advisors
New York
$3.36M +$558K +18,104 +20%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$3.14M -$200K -6,480 -6%
AL
23
Aspiriant LLC
California
$3.08M +$706K +22,891 +30%
BC
24
Brinker Capital
Pennsylvania
$2.83M +$2.83M +91,728 New
LPL Financial
25
LPL Financial
California
$2.74M -$81.5K -2,643 -3%