We are live on ! Find out more
ROOF

NYLI CBRE NextGen Real Estate ETF

Delisted

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

30 hedge funds and large institutions have $25.6M invested in NYLI CBRE NextGen Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

9% less funds holding

Funds holding: 3330 (-3)

18% less capital invested

Capital invested by funds: $31.2M → $25.6M (-$5.55M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
10
Reduced
10
Closed
7
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
$7.61M +$958K +37,366 +15%
CP
2
Camelot Portfolios
Ohio
$3.88M +$951K +37,113 +34%
TYCC
3
Texas Yale Capital Corp
Florida
$2.66M
SF
4
Synovus Financial
Georgia
$2.05M +$95.3K +3,719 +5%
Morgan Stanley
5
Morgan Stanley
New York
$1.88M -$3.54M -137,946 -66%
LPL Financial
6
LPL Financial
California
$1.39M -$1.23M -48,025 -48%
Wells Fargo
7
Wells Fargo
California
$1.34M +$239K +9,306 +23%
MFS
8
MSI Financial Services
Massachusetts
$687K +$75.3K +2,940 +13%
EA
9
Efficient Advisors
Ohio
$509K -$3.69K -144 -0.7%
SG Americas Securities
10
SG Americas Securities
New York
$470K +$97.4K +3,800 +27%
SG
11
Societe Generale
$470K +$453K +17,677 New
AG
12
Advisor Group
Arizona
$382K +$369K +14,406 New
AI
13
Atria Investments
North Carolina
$344K -$94.7K -3,696 -22%
BRWA
14
B. Riley Wealth Advisors
Florida
$319K +$23.7K +925 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$301K -$895K -34,937 -76%
RJA
16
Raymond James & Associates
Florida
$292K -$12.8K -501 -4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$267K +$8.71K +340 +4%
BHB
18
Bank Hapoalim BM
Israel
$252K -$18.7K -730 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$218K -$392K -15,278 -65%
UBS Group
20
UBS Group
Switzerland
$84K -$60.2K -2,348 -43%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$73K +$1.64K +64 +2%
GWM
22
Geneos Wealth Management
Colorado
$52K
FANJ
23
Financial Architects (New Jersey)
New Jersey
$32K
IA
24
IFP Advisors
Florida
$29K +$28.2K +1,101 New
WA
25
WFG Advisors
Texas
$20K +$19K +742 New

ROOF Hedge Fund Activity: Q2 2016 in Review

30 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q2 2016, worth a combined $25.6M — down 18% from $31.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ROOF and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Bank of America, adding an estimated $958K. The largest seller was Morgan Stanley, cutting an estimated $3.54M.

  • 30 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q2 2016, down from 33 in Q1 2016.
  • Funds reported $25.6M of NYLI CBRE NextGen Real Estate ETF stock for Q2 2016, down 18% quarter-over-quarter.
  • 5 funds opened new NYLI CBRE NextGen Real Estate ETF positions in Q2 2016 and 7 closed out, a net change of -2 holders.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q2 2016 was Bank of America, an estimated $958K added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q2 2016 was Morgan Stanley, an estimated $3.54M sold.

Based on aggregated 13F filings for Q2 2016.