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NYLI Hedge Multi-Strategy Tracker ETF

103 hedge funds and large institutions have $458M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

6.71% less ownership

Funds ownership: 79.15%72.44% (-6.7%)

8% less funds holding

Funds holding: 112103 (-9)

21% less capital invested

Capital invested by funds: $582M → $458M (-$124M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

46% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 48

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
1.77%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
7
Increased
26
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$179M -$2.79M -96,516 -1%
AL
2
Aspiriant LLC
California
$31.2M +$7.85M +271,719 +32%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$25.8M +$88K +3,046 +0.3%
BC
4
Brio Consultants
California
$17.7M -$173K -5,982 -0.9%
Ameriprise
5
Ameriprise
Minnesota
$15.8M -$1.53M -52,963 -9%
QA
6
Quantitative Advantage
Minnesota
$13.3M -$341K -11,808 -2%
DBT
7
Dubuque Bank & Trust
Iowa
$12.7M +$157K +5,437 +1%
UIA
8
UBP Investment Advisors
Switzerland
$11.1M -$2.3M -79,701 -17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.5M -$4.06M -140,513 -27%
DWM
10
Darwin Wealth Management
Florida
$10.4M -$813K -28,139 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.72M -$777K -26,892 -7%
VCA
12
Verdence Capital Advisors
Maryland
$6.82M +$68.5K +2,371 +1%
UBS Group
13
UBS Group
Switzerland
$6.03M +$56.4K +1,951 +0.9%
LFASL
14
Lugano Financial Advisors SA (LFA)
Switzerland
$5.97M -$270K -9,346 -4%
AWM
15
Ameliora Wealth Management
Switzerland
$5.93M +$6.16M +213,311 New
EWM
16
Endowment Wealth Management
Wisconsin
$5.63M +$18.9K +655 +0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.37M -$21.1M -732,032 -79%
CG
18
Colony Group
Massachusetts
$4.85M -$1.75M -60,691 -26%
BOTW
19
Bank of the West
California
$4.77M -$173K -5,983 -3%
Wells Fargo
20
Wells Fargo
California
$4.67M -$7.13M -246,973 -59%
WGCA
21
Wolf Group Capital Advisors
Virginia
$4.49M -$33.7K -1,168 -0.7%
RJA
22
Raymond James & Associates
Florida
$4.38M -$409K -14,153 -8%
MA
23
MCF Advisors
Kentucky
$4.32M +$334K +11,579 +8%
PAG
24
Private Advisor Group
New Jersey
$4.03M -$108K -3,750 -3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.44M +$1.96M +67,871 +341%

QAI Hedge Fund Activity: Q3 2022 in Review

103 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q3 2022, worth a combined $458M — down 21% from $582M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of QAI and 7 opened new positions — a net loss of 5 holders — while 48 trimmed existing stakes and 26 added.

The largest buyer was Aspiriant LLC, adding an estimated $7.85M. The largest seller was HighTower Advisors, cutting an estimated $21.1M.

  • 103 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q3 2022, down from 112 in Q2 2022.
  • Funds reported $458M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q3 2022, down 21% quarter-over-quarter.
  • 7 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q3 2022 and 12 closed out, a net change of -5 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q3 2022 was Aspiriant LLC, an estimated $7.85M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q3 2022 was HighTower Advisors, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2022.