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NYLI Hedge Multi-Strategy Tracker ETF

103 hedge funds and large institutions have $481M invested in NYLI Hedge Multi-Strategy Tracker ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 100103 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

28% less capital invested

Capital invested by funds: $669M → $481M (-$188M)

29.44% less ownership

Funds ownership: 107.95%78.52% (-29%)

33% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 42

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
28
Reduced
42
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
$126M -$206M -6,802,889 -62%
APCM
2
Alaska Permanent Capital Management
Alaska
$33.5M +$5.92M +195,531 +22%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$33.4M +$1.72M +56,670 +6%
P
4
Pitcairn
Pennsylvania
$32.3M +$4.81M +158,727 +18%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$28.5M -$2.13M -70,405 -7%
BC
6
Brio Consultants
California
$24M +$1.53M +50,392 +7%
HB
7
HTLF Bank
Colorado
$21.2M -$146K -4,807 -0.7%
Ameriprise
8
Ameriprise
Minnesota
$20.6M +$3.36M +110,998 +20%
AWA
9
Alaska Wealth Advisors
Alaska
$19.9M +$1.61M +53,123 +9%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$15.9M +$177K +5,835 +1%
VCA
11
Verdence Capital Advisors
Maryland
$8.62M +$903K +29,802 +12%
OCM
12
One Capital Management
California
$8.54M +$8.37M +276,411 New
AL
13
Aspiriant LLC
California
$7.78M -$1.11M -36,600 -13%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.68M -$1.49M -49,239 -17%
UBS Group
15
UBS Group
Switzerland
$7.36M -$1.13M -37,146 -13%
DWM
16
Darwin Wealth Management
Florida
$6.73M -$576K -19,009 -8%
EWM
17
Endowment Wealth Management
Wisconsin
$6.2M +$253K +8,356 +4%
EWA
18
EP Wealth Advisors
California
$5.42M +$4.1M +135,254 +337%
QAM
19
Q3 Asset Management
Michigan
$5.27M +$1.42M +46,801 +38%
RJA
20
Raymond James & Associates
Florida
$4.6M -$75K -2,477 -2%
Comerica Bank
21
Comerica Bank
Texas
$4.21M -$193K -6,366 -4%
PAG
22
Private Advisor Group
New Jersey
$4.13M -$4.09K -135 -0.1%
WGCA
23
Wolf Group Capital Advisors
Virginia
$3.57M
LFASL
24
Lugano Financial Advisors SA (LFA)
Switzerland
$3.48M +$148K +4,873 +5%
HSA
25
HBK Sorce Advisory
Pennsylvania
$3.44M -$981K -32,377 -23%

QAI Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NYLI Hedge Multi-Strategy Tracker ETF (QAI) for Q1 2024, worth a combined $481M — down 28% from $669M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QAI positions and 12 closed out — a net gain of 4 holders — while 28 added to existing stakes and 42 trimmed.

The largest buyer was One Capital Management, opening a new position worth an estimated $8.37M. The largest seller was Morgan Stanley, cutting an estimated $206M.

  • 103 institutional investors held NYLI Hedge Multi-Strategy Tracker ETF (QAI) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $481M of NYLI Hedge Multi-Strategy Tracker ETF stock for Q1 2024, down 28% quarter-over-quarter.
  • 16 funds opened new NYLI Hedge Multi-Strategy Tracker ETF positions in Q1 2024 and 12 closed out, a net change of +4 holders.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF buyer in Q1 2024 was One Capital Management, an estimated $8.37M added.
  • The largest NYLI Hedge Multi-Strategy Tracker ETF seller in Q1 2024 was Morgan Stanley, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2024.