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NYLI Hedge Multi-Strategy Tracker ETF

108 hedge funds and large institutions have $623M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

3% more capital invested

Capital invested by funds: $603M → $623M (+$20.4M)

0.57% more ownership

Funds ownership: 75.07%75.63% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 112108 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
44
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$217M +$18.5M +574,989 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$45.2M -$532K -16,563 -1%
BWM
3
Baystate Wealth Management
Massachusetts
$41.1M +$684K +21,314 +2%
CCM
4
Coldstream Capital Management
Washington
$38.4M +$1.69M +52,665 +5%
Ameriprise
5
Ameriprise
Minnesota
$37M +$2.39M +74,336 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.1M +$1.27M +39,666 +6%
AWA
7
Alaska Wealth Advisors
Alaska
$15.3M -$59.9K -1,866 -0.4%
APCM
8
Alaska Permanent Capital Management
Alaska
$14.6M +$2.29M +71,321 +18%
QA
9
Quantitative Advantage
Minnesota
$13.7M +$474K +14,759 +4%
AL
10
Aspiriant LLC
California
$13.6M +$122K +3,792 +0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.7M +$510K +15,887 +4%
DBT
12
Dubuque Bank & Trust
Iowa
$11.8M +$389K +12,112 +3%
LFASL
13
Lugano Financial Advisors SA (LFA)
Switzerland
$8.55M -$11.2K -348 -0.1%
Wells Fargo
14
Wells Fargo
California
$7.95M +$327K +10,193 +4%
VCA
15
Verdence Capital Advisors
Maryland
$7.13M +$2.06M +64,253 +40%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.49M +$171K +5,335 +3%
BHWA
17
Beacon Harbor Wealth Advisors
Virginia
$5.94M +$188K +5,844 +3%
BOTW
18
Bank of the West
California
$5.73M -$993K -30,920 -15%
RJA
19
Raymond James & Associates
Florida
$5.48M +$130K +4,052 +2%
Mariner
20
Mariner
Kansas
$5.41M -$1.65M -51,258 -23%
UBS Group
21
UBS Group
Switzerland
$5.02M +$320K +9,960 +7%
PAG
22
Private Advisor Group
New Jersey
$4.61M -$8.32K -259 -0.2%
MA
23
MCF Advisors
Kentucky
$4.55M +$225K +7,012 +5%
DWM
24
Darwin Wealth Management
Florida
$4.28M +$1.54M +48,025 +55%
BC
25
Brio Consultants
California
$4.12M +$379K +11,797 +10%

QAI Hedge Fund Activity: Q3 2021 in Review

108 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q3 2021, worth a combined $623M — up 3.4% from $603M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of QAI and 11 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $18.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.12M sold.

  • 108 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q3 2021, down from 112 in Q2 2021.
  • Funds reported $623M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 11 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q3 2021 and 14 closed out, a net change of -3 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q3 2021 was Morgan Stanley, an estimated $18.5M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q3 2021 was Old Mission Capital, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2021.