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NYLI Hedge Multi-Strategy Tracker ETF

113 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, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
113
Holders Change
-5
Holders Change %
-4.24%
% of All Funds
1.91%
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
49
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$188M 6,549,686 +75,699 +1%
CCM
2
Coldstream Capital Management
Washington
$32.4M 1,127,717 -71,958 -6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.6M 928,380 +10,940 +1%
HighTower Advisors
4
HighTower Advisors
Illinois
$26.6M 925,742 -27,480 -3%
AL
5
Aspiriant LLC
California
$24.5M 853,039 +520,468 +156%
APCM
6
Alaska Permanent Capital Management
Alaska
$19.1M 666,042 -114,359 -15%
BC
7
Brio Consultants
California
$18.3M 641,622 +436,280 +212%
Ameriprise
8
Ameriprise
Minnesota
$17.9M 621,367 +20,150 +3%
AWA
9
Alaska Wealth Advisors
Alaska
$15M 523,194 +16,827 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.9M 519,264 +4,192 +0.8%
QA
11
Quantitative Advantage
Minnesota
$14.1M 492,279 +4,567 +0.9%
UIA
12
UBP Investment Advisors
Switzerland
$13.7M 478,736 +478,736 New
DBT
13
Dubuque Bank & Trust
Iowa
$13M 452,140 +644 +0.1%
Wells Fargo
14
Wells Fargo
California
$11.9M 415,486 +95,794 +30%
DWM
15
Darwin Wealth Management
Florida
$11.7M 402,499 +149,048 +59%
Osaic Holdings
16
Osaic Holdings
Arizona
$10.8M 377,074 +160,249 +74%
BCI
17
Brinker Capital Investments
Pennsylvania
$8.29M 288,969 -222,755 -44%
VCA
18
Verdence Capital Advisors
Maryland
$6.98M 243,337 +7,424 +3%
CG
19
Colony Group
Massachusetts
$6.76M 235,471 +106,811 +83%
LFASL
20
Lugano Financial Advisors SA (LFA)
Switzerland
$6.44M 224,498 +14,505 +7%
UBS Group
21
UBS Group
Switzerland
$6.18M 215,422 +1,722 +0.8%
EWA
22
EP Wealth Advisors
California
$6.07M 211,469 +160,615 +316%
EWM
23
Endowment Wealth Management
Wisconsin
$5.81M 202,459 +2,264 +1%
BHWA
24
Beacon Harbor Wealth Advisors
Virginia
$5.35M 186,456 +559 +0.3%
BOTW
25
Bank of the West
California
$5.11M 177,971 +2,315 +1%