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ROOF

NYLI CBRE NextGen Real Estate ETF

Delisted

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

23 hedge funds and large institutions have $9.59M invested in NYLI CBRE NextGen Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 2323 (0)

0% less capital invested

Capital invested by funds: $9.62M → $9.59M (-$26K)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
10
Closed
4
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
$1.6M -$96.1K -5,103 -6%
LPL Financial
2
LPL Financial
California
$1.56M +$1.23M +65,210 +380%
SF
3
Synovus Financial
Georgia
$1.13M -$6.97K -370 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$826K -$83.3K -4,423 -9%
RJA
5
Raymond James & Associates
Florida
$619K -$56K -2,972 -8%
Corient Private Wealth
6
Corient Private Wealth
Florida
$516K +$512K +27,201 New
Citadel Advisors
7
Citadel Advisors
Florida
$481K -$172K -9,160 -27%
Jane Street
8
Jane Street
New York
$423K +$420K +22,285 New
EWM
9
Endowment Wealth Management
Wisconsin
$381K -$9.36K -497 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$289K +$4.5K +239 +2%
NAM
11
NTV Asset Management
West Virginia
$277K
Wells Fargo
12
Wells Fargo
California
$268K -$66.7K -3,544 -20%
Goldman Sachs
13
Goldman Sachs
New York
$267K
AAS
14
Avantax Advisory Services
Texas
$245K -$753 -40 -0.3%
EA
15
Efficient Advisors
Ohio
$214K +$212K +11,283 New
SWM
16
Spire Wealth Management
Virginia
$147K +$146K +7,750 New
UBS Group
17
UBS Group
Switzerland
$132K +$94.8K +5,037 +262%
Osaic Holdings
18
Osaic Holdings
Arizona
$96K -$9.53K -506 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$94K +$640 +34 +0.7%
HI
20
Harbour Investments
Wisconsin
$30.3K -$960 -51 -3%
PA
21
Parallel Advisors
California
$948 +$941 +50 New
GEA
22
Glen Eagle Advisors
New Jersey
$152
TYCC
23
Texas Yale Capital Corp
Florida
-$1.13M -61,600 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$545K -29,638 Closed
CAN
25
Claraphi Advisory Network
United States
-$220K -11,937 Closed

ROOF Hedge Fund Activity: Q4 2022 in Review

23 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q4 2022, worth a combined $9.59M — down 0.27% from $9.62M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROOF positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.23M. The largest seller was Texas Yale Capital Corp, exiting entirely with an estimated $1.13M sold.

  • 23 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $9.59M of NYLI CBRE NextGen Real Estate ETF stock for Q4 2022, down 0.27% quarter-over-quarter.
  • 5 funds opened new NYLI CBRE NextGen Real Estate ETF positions in Q4 2022 and 4 closed out, a net change of +1 holder.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q4 2022 was LPL Financial, an estimated $1.23M added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q4 2022 was Texas Yale Capital Corp, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2022.