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ROOF

NYLI CBRE NextGen Real Estate ETF

Delisted

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

28 hedge funds and large institutions have $14.2M invested in NYLI CBRE NextGen Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less capital invested

Capital invested by funds: $15.6M → $14.2M (-$1.37M)

10% less funds holding

Funds holding: 3128 (-3)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
11
Closed
6
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
$1.92M +$45.1K +1,696 +2%
TYCC
2
Texas Yale Capital Corp
Florida
$1.64M
SF
3
Synovus Financial
Georgia
$1.57M +$45.3K +1,706 +3%
Morgan Stanley
4
Morgan Stanley
New York
$1.41M +$14.3K +539 +1%
RJA
5
Raymond James & Associates
Florida
$907K -$8.4K -316 -0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$904K +$196K +7,358 +28%
CAN
7
Claraphi Advisory Network
United States
$746K -$11.2K -420 -1%
Wells Fargo
8
Wells Fargo
California
$633K -$564K -21,229 -47%
LPL Financial
9
LPL Financial
California
$480K -$6.03K -227 -1%
Goldman Sachs
10
Goldman Sachs
New York
$479K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$464K +$15.6K +587 +3%
EWM
12
Endowment Wealth Management
Wisconsin
$451K +$450K +16,947 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$427K +$1.81K +68 +0.4%
NAM
14
NTV Asset Management
West Virginia
$402K -$13.3K -500 -3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$379K -$222K -8,346 -37%
AAS
16
Avantax Advisory Services
Texas
$351K +$3.61K +136 +1%
UBS Group
17
UBS Group
Switzerland
$342K +$156K +5,878 +84%
EA
18
Efficient Advisors
Ohio
$261K -$80 -3 -0%
SWM
19
Spire Wealth Management
Virginia
$206K -$7.97K -300 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$136K -$5.16K -194 -4%
HI
21
Harbour Investments
Wisconsin
$44K -$20.8K -784 -32%
CFN
22
Cordasco Financial Network
Florida
$17K
CAL
23
Capital Analysts LLC
Pennsylvania
$5K
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$1.99K -75 -50%
SCA
25
Snowden Capital Advisors
New York
$2K +$2.02K +76 New

ROOF Hedge Fund Activity: Q4 2021 in Review

28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q4 2021, worth a combined $14.2M — down 8.8% from $15.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ROOF and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was Royal Bank of Canada, adding an estimated $196K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.3M sold.

  • 28 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q4 2021, down from 31 in Q3 2021.
  • Funds reported $14.2M of NYLI CBRE NextGen Real Estate ETF stock for Q4 2021, down 8.8% quarter-over-quarter.
  • 3 funds opened new NYLI CBRE NextGen Real Estate ETF positions in Q4 2021 and 6 closed out, a net change of -3 holders.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $196K added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2021.