We are live on ! Find out more
ROOF

NYLI CBRE NextGen Real Estate ETF

Delisted

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

21 hedge funds and large institutions have $130M invested in NYLI CBRE NextGen Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $135M → $130M (-$5.38M)

9% less funds holding

Funds holding: 2321 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$126M +$508K +26,789 +0.4%
GS
2
GTS Securities
New York
$644K -$269K -14,206 -30%
Morgan Stanley
3
Morgan Stanley
New York
$543K +$211K +11,149 +64%
Corient Private Wealth
4
Corient Private Wealth
Florida
$487K -$10K -528 -2%
Bank of America
5
Bank of America
North Carolina
$305K -$19.4K -1,022 -6%
LPL Financial
6
LPL Financial
California
$276K -$14.8K -781 -5%
NAM
7
NTV Asset Management
West Virginia
$244K -$7.58K -400 -3%
RJA
8
Raymond James & Associates
Florida
$240K -$85.1K -4,490 -26%
Jane Street
9
Jane Street
New York
$222K -$237K -12,493 -52%
SWM
10
Spire Wealth Management
Virginia
$144K
UBS Group
11
UBS Group
Switzerland
$36.9K -$3.09K -163 -8%
HI
12
Harbour Investments
Wisconsin
$27.7K
RI
13
Ridgewood Investments
New Jersey
$20.8K +$20.6K +1,088 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$13K -$2.82K -149 -18%
PS
15
Principal Securities
Iowa
$12.2K
GWP
16
Gen-Wealth Partners
Michigan
$11.4K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7K +$834 +44 +15%
SS
18
Sunbelt Securities
Texas
$3.82K
GEA
19
Glen Eagle Advisors
New Jersey
$51
Wells Fargo
20
Wells Fargo
California
$11
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$632K -32,031 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$392K -19,869 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
-$26.5K -1,344 Closed

ROOF Hedge Fund Activity: Q2 2024 in Review

21 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NYLI CBRE NextGen Real Estate ETF (ROOF) for Q2 2024, worth a combined $130M — down 4% from $135M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ROOF and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 3 added.

The largest buyer was New York Life Investment Management, adding an estimated $508K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $632K sold.

  • 21 institutional investors held NYLI CBRE NextGen Real Estate ETF (ROOF) as of Q2 2024, down from 23 in Q1 2024.
  • Funds reported $130M of NYLI CBRE NextGen Real Estate ETF stock for Q2 2024, down 4% quarter-over-quarter.
  • 1 fund opened new NYLI CBRE NextGen Real Estate ETF positions in Q2 2024 and 3 closed out, a net change of -2 holders.
  • The largest NYLI CBRE NextGen Real Estate ETF buyer in Q2 2024 was New York Life Investment Management, an estimated $508K added.
  • The largest NYLI CBRE NextGen Real Estate ETF seller in Q2 2024 was Susquehanna International Group, an estimated $632K sold.

Based on aggregated 13F filings for Q2 2024.