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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 $4.44M invested in NYLI CBRE NextGen Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 2523 (-2)

44% less capital invested

Capital invested by funds: $7.9M → $4.44M (-$3.46M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

86% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 14

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$670K -$120K -6,314 -15%
Jane Street
2
Jane Street
New York
$648K -$2.15M -112,553 -77%
Corient Private Wealth
3
Corient Private Wealth
Florida
$501K -$23.3K -1,220 -4%
RJA
4
Raymond James & Associates
Florida
$428K -$187K -9,808 -31%
Bank of America
5
Bank of America
North Carolina
$361K -$51.8K -2,713 -13%
LPL Financial
6
LPL Financial
California
$284K -$20.4K -1,071 -7%
NAM
7
NTV Asset Management
West Virginia
$274K -$7.63K -400 -3%
EA
8
Efficient Advisors
Ohio
$229K +$11.6K +610 +5%
EWM
9
Endowment Wealth Management
Wisconsin
$228K -$5.93K -311 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$215K +$212K +11,121 New
Wells Fargo
11
Wells Fargo
California
$191K -$30.5K -1,599 -14%
SWM
12
Spire Wealth Management
Virginia
$149K
Osaic Holdings
13
Osaic Holdings
Arizona
$87.3K -$4.56K -239 -5%
UBS Group
14
UBS Group
Switzerland
$55.5K -$11.1K -580 -17%
HI
15
Harbour Investments
Wisconsin
$28.9K -$1.93K -101 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28K -$66.8K -3,502 -71%
RI
17
Ridgewood Investments
New Jersey
$22.9K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$21K +$6.07K +318 +41%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$15.1K -$219K -11,499 -94%
SS
20
Sunbelt Securities
Texas
$3.86K
PA
21
Parallel Advisors
California
$964
GEA
22
Glen Eagle Advisors
New Jersey
$155
Citadel Advisors
23
Citadel Advisors
Florida
-$246K -12,792 Closed
AAS
24
Avantax Advisory Services
Texas
-$229K -11,908 Closed
Goldman Sachs
25
Goldman Sachs
New York
-$221K -11,523 Closed

ROOF Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q2 2023, worth a combined $4.44M — down 44% from $7.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ROOF and 1 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 2 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $212K. The largest seller was Jane Street, cutting an estimated $2.15M.

  • 23 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q2 2023, down from 25 in Q1 2023.
  • Funds reported $4.44M of NYLI CBRE NextGen Real Estate ETF stock for Q2 2023, down 44% quarter-over-quarter.
  • 1 fund opened new NYLI CBRE NextGen Real Estate ETF positions in Q2 2023 and 3 closed out, a net change of -2 holders.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $212K added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q2 2023 was Jane Street, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2023.