NYLI CBRE NextGen Real Estate ETF
ROOF
ROOF was delisted on the 20th of November, 2024.
22 hedge funds and large institutions have $136M invested in NYLI CBRE NextGen Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 3 closing their positions.
3,040% more capital invested
Capital invested by funds: $4.34M → $136M (+$132M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 21 → 22 (+1)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$120M |
| 2 |
Morgan Stanley
New York
|
+$242K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$220K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$178K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$18.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$480K |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$398K |
| 3 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
-$199K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$173K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$81K |
ROOF Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q4 2023, worth a combined $136M — up 3,040% from $4.34M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ROOF positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 11 trimmed.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $120M. The largest seller was Jane Street, exiting entirely with an estimated $480K sold.
- 22 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q4 2023, up from 21 in Q3 2023.
- Funds reported $136M of NYLI CBRE NextGen Real Estate ETF stock for Q4 2023, up 3,040% quarter-over-quarter.
- 4 funds opened new NYLI CBRE NextGen Real Estate ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest NYLI CBRE NextGen Real Estate ETF buyer in Q4 2023 was New York Life Investment Management, an estimated $120M added.
- The largest NYLI CBRE NextGen Real Estate ETF seller in Q4 2023 was Jane Street, an estimated $480K sold.
Based on aggregated 13F filings for Q4 2023.