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NYLI Hedge Multi-Strategy Tracker ETF

112 hedge funds and large institutions have $582M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

1.04% more ownership

Funds ownership: 78.11%79.15% (+1%)

4% less funds holding

Funds holding: 117112 (-5)

8% less capital invested

Capital invested by funds: $636M → $582M (-$53.9M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
1.89%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
11
Increased
48
Reduced
39
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
$188M +$2.24M +75,699 +1%
CCM
2
Coldstream Capital Management
Washington
$32.4M -$2.13M -71,958 -6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.6M +$324K +10,940 +1%
HighTower Advisors
4
HighTower Advisors
Illinois
$26.6M -$813K -27,480 -3%
AL
5
Aspiriant LLC
California
$24.5M +$15.4M +520,468 +156%
APCM
6
Alaska Permanent Capital Management
Alaska
$19.1M -$3.38M -114,359 -15%
BC
7
Brio Consultants
California
$18.3M +$12.9M +436,280 +212%
Ameriprise
8
Ameriprise
Minnesota
$17.9M +$596K +20,150 +3%
AWA
9
Alaska Wealth Advisors
Alaska
$15M +$498K +16,827 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.9M +$124K +4,192 +0.8%
QA
11
Quantitative Advantage
Minnesota
$14.1M +$135K +4,567 +0.9%
UIA
12
UBP Investment Advisors
Switzerland
$13.7M +$14.2M +478,736 New
DBT
13
Dubuque Bank & Trust
Iowa
$13M +$19.1K +644 +0.1%
Wells Fargo
14
Wells Fargo
California
$11.9M +$2.84M +95,794 +30%
DWM
15
Darwin Wealth Management
Florida
$11.7M +$4.41M +149,048 +59%
Osaic Holdings
16
Osaic Holdings
Arizona
$10.8M +$4.74M +160,249 +74%
BCI
17
Brinker Capital Investments
Pennsylvania
$8.29M -$6.59M -222,755 -44%
VCA
18
Verdence Capital Advisors
Maryland
$6.98M +$220K +7,424 +3%
CG
19
Colony Group
Massachusetts
$6.76M +$3.16M +106,811 +83%
LFASL
20
Lugano Financial Advisors SA (LFA)
Switzerland
$6.44M +$429K +14,505 +7%
UBS Group
21
UBS Group
Switzerland
$6.18M +$51K +1,722 +0.8%
EWA
22
EP Wealth Advisors
California
$6.07M +$4.75M +160,615 +316%
EWM
23
Endowment Wealth Management
Wisconsin
$5.81M +$67K +2,264 +1%
BHWA
24
Beacon Harbor Wealth Advisors
Virginia
$5.35M +$16.5K +559 +0.3%
BOTW
25
Bank of the West
California
$5.11M +$68.5K +2,315 +1%

QAI Hedge Fund Activity: Q2 2022 in Review

112 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q2 2022, worth a combined $582M — down 8.5% from $636M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of QAI and 11 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 48 added.

The largest buyer was Aspiriant LLC, adding an estimated $15.4M. The largest seller was Baystate Wealth Management, cutting an estimated $41.1M.

  • 112 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q2 2022, down from 117 in Q1 2022.
  • Funds reported $582M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q2 2022, down 8.5% quarter-over-quarter.
  • 11 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q2 2022 and 14 closed out, a net change of -3 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q2 2022 was Aspiriant LLC, an estimated $15.4M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q2 2022 was Baystate Wealth Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q2 2022.