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NYLI Hedge Multi-Strategy Tracker ETF

124 hedge funds and large institutions have $679M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
42
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$218M 6,860,167 +17,635 +0.3%
HighTower Advisors
2
HighTower Advisors
Illinois
$44.9M 1,412,361 -11,537 -0.8%
BWM
3
Baystate Wealth Management
Massachusetts
$42.9M 1,348,027 +54,191 +4%
CCM
4
Coldstream Capital Management
Washington
$39.9M 1,254,290 +44,004 +4%
Ameriprise
5
Ameriprise
Minnesota
$39.2M 1,234,659 +67,642 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.5M 865,922 +105,655 +14%
EWA
7
EP Wealth Advisors
California
$22M 690,539 +650,718 +1,634%
APCM
8
Alaska Permanent Capital Management
Alaska
$16.6M 521,365 +60,328 +13%
AWA
9
Alaska Wealth Advisors
Alaska
$15.9M 500,736 +18,295 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.1M 474,304 +75,720 +19%
QA
11
Quantitative Advantage
Minnesota
$14.8M 466,734 +34,087 +8%
AL
12
Aspiriant LLC
California
$13M 409,781 -18,257 -4%
DBT
13
Dubuque Bank & Trust
Iowa
$12.3M 386,583 +15,282 +4%
Wells Fargo
14
Wells Fargo
California
$8.72M 274,349 +24,178 +10%
VCA
15
Verdence Capital Advisors
Maryland
$7.41M 233,107 +8,638 +4%
LFASL
16
Lugano Financial Advisors SA (LFA)
Switzerland
$7.05M 221,839 -47,413 -18%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.72M 211,084 +6,876 +3%
EWM
18
Endowment Wealth Management
Wisconsin
$6.61M 207,869 +207,869 New
DWM
19
Darwin Wealth Management
Florida
$6.48M 207,252 +72,352 +54%
BHWA
20
Beacon Harbor Wealth Advisors
Virginia
$5.77M 181,457 -5,560 -3%
BOTW
21
Bank of the West
California
$5.49M 172,832 -7,682 -4%
WGCA
22
Wolf Group Capital Advisors
Virginia
$5.46M 171,881 +119,605 +229%
RJA
23
Raymond James & Associates
Florida
$5.41M 170,029 -2,546 -1%
UBS Group
24
UBS Group
Switzerland
$5.12M 161,102 +3,120 +2%
CG
25
Colony Group
Massachusetts
$4.9M 154,072 +35,279 +30%