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ROOF

NYLI CBRE NextGen Real Estate ETF

Delisted

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

30 hedge funds and large institutions have $18.5M invested in NYLI CBRE NextGen Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $18.4M → $18.5M (+$77.2K)

9% less funds holding

Funds holding: 3330 (-3)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.19M -$356K -14,201 -10%
Bank of America
2
Bank of America
North Carolina
$2.39M +$116K +4,620 +5%
TYCC
3
Texas Yale Capital Corp
Florida
$2.16M
CP
4
Camelot Portfolios
Ohio
$1.99M -$295K -11,786 -13%
Jane Street
5
Jane Street
New York
$1.19M +$325K +12,991 +39%
Morgan Stanley
6
Morgan Stanley
New York
$961K -$43K -1,715 -4%
LPL Financial
7
LPL Financial
California
$926K +$48.4K +1,931 +6%
BCI
8
Brinker Capital Investments
Pennsylvania
$820K -$74.8K -2,986 -9%
Citadel Advisors
9
Citadel Advisors
Florida
$807K +$459K +18,324 +139%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$776K +$74.9K +2,990 +11%
NAM
11
NTV Asset Management
West Virginia
$579K
RJFSA
12
Raymond James Financial Services Advisors
Florida
$549K -$78.9K -3,152 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$548K -$164K -6,550 -23%
RJA
14
Raymond James & Associates
Florida
$395K +$2.1K +84 +0.5%
EA
15
Efficient Advisors
Ohio
$353K -$91.3K -3,647 -21%
CAN
16
Claraphi Advisory Network
United States
$243K -$7.16K -286 -3%
UBS Group
17
UBS Group
Switzerland
$208K +$67.8K +2,708 +50%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$101K
SF
19
Synovus Financial
Georgia
$56K -$15.3K -610 -22%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$50K
GWM
21
Geneos Wealth Management
Colorado
$50K
AIM
22
Anchor Investment Management
South Carolina
$44.6K
AG
23
Advisor Group
Arizona
$25K -$476 -19 -2%
CAL
24
Capital Analysts LLC
Pennsylvania
$23K -$7.71K -308 -25%
CFN
25
Cordasco Financial Network
Florida
$16K

ROOF Hedge Fund Activity: Q3 2019 in Review

30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q3 2019, worth a combined $18.5M — up 0.42% from $18.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ROOF and 1 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Citadel Advisors, adding an estimated $459K. The largest seller was Wells Fargo, cutting an estimated $356K.

  • 30 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q3 2019, down from 33 in Q2 2019.
  • Funds reported $18.5M of NYLI CBRE NextGen Real Estate ETF stock for Q3 2019, up 0.42% quarter-over-quarter.
  • 1 fund opened new NYLI CBRE NextGen Real Estate ETF positions in Q3 2019 and 4 closed out, a net change of -3 holders.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q3 2019 was Citadel Advisors, an estimated $459K added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $356K sold.

Based on aggregated 13F filings for Q3 2019.