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ROOF

NYLI CBRE NextGen Real Estate ETF

Delisted

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

33 hedge funds and large institutions have $33.3M invested in NYLI CBRE NextGen Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3533 (-2)

10% less capital invested

Capital invested by funds: $37M → $33.3M (-$3.75M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
11
Reduced
10
Closed
5
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
$7.91M +$197K +7,392 +3%
CP
2
Camelot Portfolios
Ohio
$4.4M +$329K +12,373 +8%
TYCC
3
Texas Yale Capital Corp
Florida
$2.79M +$63.8K +2,400 +2%
Morgan Stanley
4
Morgan Stanley
New York
$2.35M -$361K -13,589 -14%
Wells Fargo
5
Wells Fargo
California
$2.06M -$3.66M -137,634 -65%
SF
6
Synovus Financial
Georgia
$1.86M -$112K -4,205 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.73M +$1.16M +43,801 +222%
LPL Financial
8
LPL Financial
California
$1.42M -$156K -5,856 -10%
RJA
9
Raymond James & Associates
Florida
$1.13M +$303K +11,389 +38%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.03M +$1.01M +37,940 New
UBS Group
11
UBS Group
Switzerland
$873K -$647K -24,317 -43%
MFS
12
MSI Financial Services
Massachusetts
$766K +$59K +2,220 +9%
SG Americas Securities
13
SG Americas Securities
New York
$697K +$26.5K +998 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$674K -$1.81K -68 -0.3%
Ameriprise
15
Ameriprise
Minnesota
$544K +$170K +6,376 +47%
EA
16
Efficient Advisors
Ohio
$463K +$824 +31 +0.2%
NAM
17
NTV Asset Management
West Virginia
$462K -$13.3K -500 -3%
AG
18
Advisor Group
Arizona
$420K +$30.6K +1,151 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$418K -$988K -37,145 -71%
Jane Street
20
Jane Street
New York
$402K -$156K -5,867 -28%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$377K +$272K +10,228 +284%
BHB
22
Bank Hapoalim BM
Israel
$242K
AA
23
Ancora Advisors
Ohio
$95K +$93K +3,497 New
GWM
24
Geneos Wealth Management
Colorado
$53K
FANJ
25
Financial Architects (New Jersey)
New Jersey
$33K

ROOF Hedge Fund Activity: Q4 2016 in Review

33 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q4 2016, worth a combined $33.3M — down 10% from $37M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ROOF and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.16M. The largest seller was Wells Fargo, cutting an estimated $3.66M.

  • 33 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q4 2016, down from 35 in Q3 2016.
  • Funds reported $33.3M of NYLI CBRE NextGen Real Estate ETF stock for Q4 2016, down 10% quarter-over-quarter.
  • 3 funds opened new NYLI CBRE NextGen Real Estate ETF positions in Q4 2016 and 5 closed out, a net change of -2 holders.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q4 2016 was Susquehanna International Group, an estimated $1.16M added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q4 2016 was Wells Fargo, an estimated $3.66M sold.

Based on aggregated 13F filings for Q4 2016.