We are live on ! Find out more
ROOF

NYLI CBRE NextGen Real Estate ETF

Delisted

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

37 hedge funds and large institutions have $30M invested in NYLI CBRE NextGen Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more capital invested

Capital invested by funds: $29.5M → $30M (+$532K)

0% more funds holding

Funds holding: 3737 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.68M +$663K +26,535 +14%
CP
2
Camelot Portfolios
Ohio
$4.27M -$357K -14,287 -8%
TYCC
3
Texas Yale Capital Corp
Florida
$2.34M -$92.5K -3,700 -4%
SF
4
Synovus Financial
Georgia
$1.84M -$10.4K -418 -0.6%
Bank of America
5
Bank of America
North Carolina
$1.81M -$141K -5,624 -8%
Morgan Stanley
6
Morgan Stanley
New York
$1.71M -$699K -27,941 -30%
LPL Financial
7
LPL Financial
California
$1.65M -$265K -10,619 -15%
RJA
8
Raymond James & Associates
Florida
$1.53M -$114K -4,545 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.27M +$525 +21 +0%
Jane Street
10
Jane Street
New York
$1.01M +$951K +38,043 New
SWP
11
Stratos Wealth Partners
Ohio
$942K +$22.1K +883 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$885K -$563K -22,503 -40%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$841K -$86.2K -3,447 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$632K +$20.7K +827 +4%
UBS Group
15
UBS Group
Switzerland
$567K +$12.9K +517 +2%
NAM
16
NTV Asset Management
West Virginia
$539K
BCI
17
Brinker Capital Investments
Pennsylvania
$488K +$426K +17,048 +1,287%
EA
18
Efficient Advisors
Ohio
$418K -$15.9K -635 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$335K -$3.13K -125 -1%
PSF
20
Pacific Sun Financial
California
$294K -$25K -1,000 -8%
AI
21
Atria Investments
North Carolina
$269K -$53.1K -2,123 -17%
CAN
22
Claraphi Advisory Network
United States
$268K -$3.23K -129 -1%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$130K
AG
24
Advisor Group
Arizona
$75K +$2.5K +100 +4%
GWM
25
Geneos Wealth Management
Colorado
$52K

ROOF Hedge Fund Activity: Q2 2018 in Review

37 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q2 2018, worth a combined $30M — up 1.8% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ROOF positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $951K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $1.73M sold.

  • 37 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $30M of NYLI CBRE NextGen Real Estate ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 4 funds opened new NYLI CBRE NextGen Real Estate ETF positions in Q2 2018 and 3 closed out, a net change of +1 holder.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q2 2018 was Jane Street, an estimated $951K added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q2 2018 was Cetera Investment Advisers, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2018.