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NYLI Hedge Multi-Strategy Tracker ETF

101 hedge funds and large institutions have $485M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.06% less ownership

Funds ownership: 78.71%78.65% (-0.06%)

4% less capital invested

Capital invested by funds: $507M → $485M (-$21.6M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 104101 (-3)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
13
Increased
30
Reduced
38
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
$159M -$12.3M -407,376 -7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$30.1M +$488K +16,192 +2%
P
3
Pitcairn
Pennsylvania
$27.4M +$237K +7,862 +0.9%
CG
4
Colony Group
Massachusetts
$27M -$1.42M -46,944 -5%
APCM
5
Alaska Permanent Capital Management
Alaska
$26.8M +$9.93M +329,268 +58%
BC
6
Brio Consultants
California
$21.5M +$444K +14,738 +2%
DBT
7
Dubuque Bank & Trust
Iowa
$17.5M +$181K +5,999 +1%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$16M +$950K +31,508 +6%
Ameriprise
9
Ameriprise
Minnesota
$14.9M +$52K +1,726 +0.3%
AWA
10
Alaska Wealth Advisors
Alaska
$11M +$402K +13,334 +4%
AL
11
Aspiriant LLC
California
$9.76M +$498K +16,526 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.31M -$282K -9,351 -3%
BHWA
13
Beacon Harbor Wealth Advisors
Virginia
$8.74M +$8.78M +291,142 New
UBS Group
14
UBS Group
Switzerland
$8.62M -$893K -29,627 -9%
DWM
15
Darwin Wealth Management
Florida
$7.77M -$456K -15,132 -6%
VCA
16
Verdence Capital Advisors
Maryland
$7.41M +$168K +5,562 +2%
EWM
17
Endowment Wealth Management
Wisconsin
$5.78M +$21.8K +722 +0.4%
RJA
18
Raymond James & Associates
Florida
$4.58M -$22.2K -737 -0.5%
HSA
19
HBK Sorce Advisory
Pennsylvania
$4.5M -$1.26M -41,752 -22%
Comerica Bank
20
Comerica Bank
Texas
$4.33M +$4.34M +144,034 New
PAG
21
Private Advisor Group
New Jersey
$4.16M -$113K -3,738 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.41M -$3.4M -112,596 -50%
WGCA
23
Wolf Group Capital Advisors
Virginia
$3.39M -$2.02K -67 -0.1%
LOIP
24
Live Oak Investment Partners
Texas
$3.15M
AFG
25
ABLE Financial Group
Arizona
$2.71M +$125K +4,144 +5%

QAI Hedge Fund Activity: Q3 2023 in Review

101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q3 2023, worth a combined $485M — down 4.3% from $507M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of QAI and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 30 added.

The largest buyer was Alaska Permanent Capital Management, adding an estimated $9.93M. The largest seller was CX Institutional, exiting entirely with an estimated $17.5M sold.

  • 101 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q3 2023, down from 104 in Q2 2023.
  • Funds reported $485M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 13 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q3 2023 and 14 closed out, a net change of -1 holder.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q3 2023 was Alaska Permanent Capital Management, an estimated $9.93M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q3 2023 was CX Institutional, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2023.