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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 $18.4M invested in NYLI CBRE NextGen Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 3833 (-5)

26% less capital invested

Capital invested by funds: $24.8M → $18.4M (-$6.37M)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.44M +$76.9K +3,067 +2%
CP
2
Camelot Portfolios
Ohio
$2.22M -$820K -32,694 -27%
Bank of America
3
Bank of America
North Carolina
$2.2M +$14.9K +593 +0.7%
TYCC
4
Texas Yale Capital Corp
Florida
$2.09M -$2.11M -84,230 -50%
Morgan Stanley
5
Morgan Stanley
New York
$974K -$205K -8,181 -17%
BCI
6
Brinker Capital Investments
Pennsylvania
$868K -$3.26K -130 -0.4%
LPL Financial
7
LPL Financial
California
$849K -$163K -6,507 -16%
Jane Street
8
Jane Street
New York
$826K +$579K +23,083 +226%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$693K +$52K +2,071 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$677K +$261K +10,408 +62%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$610K -$627 -25 -0.1%
NAM
12
NTV Asset Management
West Virginia
$561K -$25.1K -1,000 -4%
EA
13
Efficient Advisors
Ohio
$433K -$8.03K -320 -2%
RJA
14
Raymond James & Associates
Florida
$381K -$1.01M -40,342 -72%
Citadel Advisors
15
Citadel Advisors
Florida
$327K -$96.4K -3,844 -23%
CAN
16
Claraphi Advisory Network
United States
$242K -$1.55K -62 -0.6%
PSF
17
Pacific Sun Financial
California
$232K +$235K +9,358 New
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$215K
UBS Group
19
UBS Group
Switzerland
$135K -$18.2K -725 -12%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$99K
SF
21
Synovus Financial
Georgia
$67K -$1.46M -58,009 -95%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$49K
GWM
23
Geneos Wealth Management
Colorado
$49K
AIM
24
Anchor Investment Management
South Carolina
$43.2K
CAL
25
Capital Analysts LLC
Pennsylvania
$30K +$427 +17 +1%

ROOF Hedge Fund Activity: Q2 2019 in Review

33 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q2 2019, worth a combined $18.4M — down 26% from $24.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ROOF and 2 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $579K. The largest seller was Texas Yale Capital Corp, cutting an estimated $2.11M.

  • 33 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q2 2019, down from 38 in Q1 2019.
  • Funds reported $18.4M of NYLI CBRE NextGen Real Estate ETF stock for Q2 2019, down 26% quarter-over-quarter.
  • 2 funds opened new NYLI CBRE NextGen Real Estate ETF positions in Q2 2019 and 6 closed out, a net change of -4 holders.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q2 2019 was Jane Street, an estimated $579K added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q2 2019 was Texas Yale Capital Corp, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2019.