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ROOF

NYLI CBRE NextGen Real Estate ETF

Delisted

ROOF was delisted on the 20th of November, 2024.

31 hedge funds and large institutions have $26.7M invested in NYLI CBRE NextGen Real Estate ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 3131 (0)

12% less capital invested

Capital invested by funds: $30.3M → $26.7M (-$3.59M)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.97M +$589K +23,565 +10%
Morgan Stanley
2
Morgan Stanley
New York
$5M +$76.9K +3,074 +1%
CP
3
Camelot Portfolios
Ohio
$2.25M +$36.2K +1,448 +2%
TYCC
4
Texas Yale Capital Corp
Florida
$2.25M +$155K +6,200 +7%
LPL Financial
5
LPL Financial
California
$1.3M +$63.3K +2,529 +5%
ST
6
Spinnaker Trust
Maine
$1.1M
SF
7
Synovus Financial
Georgia
$1.01M -$17.4K -694 -2%
Wells Fargo
8
Wells Fargo
California
$849K -$52.4K -2,095 -5%
AA
9
Ancora Advisors
Ohio
$771K -$4.95K -198 -0.6%
GI
10
Gradient Investments
Minnesota
$760K -$1.01M -40,302 -55%
UBS Group
11
UBS Group
Switzerland
$729K -$217K -8,695 -22%
REMPR
12
Roof Eidam Maycock Peralta (REMP)
California
$566K +$363K +14,500 +151%
AI
13
Atria Investments
North Carolina
$516K +$30.4K +1,217 +6%
EA
14
Efficient Advisors
Ohio
$473K +$1.58K +63 +0.3%
MFS
15
MSI Financial Services
Massachusetts
$401K +$107K +4,277 +33%
BHB
16
Bank Hapoalim BM
Israel
$331K -$17.6K -705 -5%
Jane Street
17
Jane Street
New York
$324K +$345K +13,803 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$303K +$323K +12,900 New
BTS
19
BB&T Securities
Virginia
$302K +$71.8K +2,871 +29%
RJA
20
Raymond James & Associates
Florida
$285K +$7K +280 +2%
Citadel Advisors
21
Citadel Advisors
Florida
$268K -$1.2M -47,997 -81%
BRWA
22
B. Riley Wealth Advisors
Florida
$251K +$267K +10,669 New
AIG
23
American International Group
New York
$221K +$90.6K +3,621 +62%
WA
24
WFG Advisors
Texas
$198K +$250 +10 +0.1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$147K -$119K -4,742 -43%

ROOF Hedge Fund Activity: Q3 2015 in Review

31 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q3 2015, worth a combined $26.7M — down 12% from $30.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ROOF positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $589K. The largest seller was Citadel Advisors, cutting an estimated $1.2M.

  • 31 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $26.7M of NYLI CBRE NextGen Real Estate ETF stock for Q3 2015, down 12% quarter-over-quarter.
  • 4 funds opened new NYLI CBRE NextGen Real Estate ETF positions in Q3 2015 and 3 closed out, a net change of +1 holder.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q3 2015 was Bank of America, an estimated $589K added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q3 2015 was Citadel Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2015.