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NYLI Hedge Multi-Strategy Tracker ETF

102 hedge funds and large institutions have $486M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 23 closing their positions.

Holders
102
Holders Change
-12
Holders Change %
-10.53%
% of All Funds
1.63%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
14
Increased
27
Reduced
49
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$169M 5,778,779 -1,120,424 -16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.7M 983,088 +25,970 +3%
P
3
Pitcairn
Pennsylvania
$26.3M 900,379 +884,333 +5,511%
BC
4
Brio Consultants
California
$20M 685,558 +30,311 +5%
CI
5
CX Institutional
Indiana
$17M 581,990 +558,326 +2,359%
APCM
6
Alaska Permanent Capital Management
Alaska
$16.2M 554,238 +502,022 +961%
DBT
7
Dubuque Bank & Trust
Iowa
$16.1M 551,758 -13,283 -2%
QA
8
Quantitative Advantage
Minnesota
$14.6M 501,438 +18,327 +4%
Ameriprise
9
Ameriprise
Minnesota
$14.1M 481,684 -338,730 -41%
EWA
10
EP Wealth Advisors
California
$10.3M 436,892 +311,323 +248%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.66M 330,518 -9,884 -3%
ICMP
12
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.57M 673,079 +673,079 New
UBS Group
13
UBS Group
Switzerland
$9.29M 318,195 -10,633 -3%
AL
14
Aspiriant LLC
California
$8.67M 296,875 -169,825 -36%
DWM
15
Darwin Wealth Management
Florida
$8.44M 286,736 -66,188 -19%
VCA
16
Verdence Capital Advisors
Maryland
$7.37M 252,472 -10,613 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.98M 239,102 -70,560 -23%
CG
18
Colony Group
Massachusetts
$5.83M 199,435 -482,092 -71%
LFASL
19
Lugano Financial Advisors SA (LFA)
Switzerland
$5.77M 197,638 -9,338 -5%
EWM
20
Endowment Wealth Management
Wisconsin
$5.58M 194,220 -3,597 -2%
RJA
21
Raymond James & Associates
Florida
$4.32M 147,931 -2,359 -2%
PAG
22
Private Advisor Group
New Jersey
$4.23M 144,923 -1,351 -0.9%
HSA
23
HBK Sorce Advisory
Pennsylvania
$4.18M 142,971 -106,395 -43%
WGCA
24
Wolf Group Capital Advisors
Virginia
$2.95M 100,875 -17,375 -15%
MWM
25
Moran Wealth Management
Florida
$2.9M 99,155 -45,673 -32%