NYLI HDG MLT-STR TRC ETF-USD (QAI) Institutional Ownership Changes & 13F Activity
NYLI HDG MLT-STR TRC ETF-USD (QAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Umb Bank, N.A., Wells Fargo & Company/Mn, Morgan Stanley, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +38,092 | — | 38,092 | $1.39M | Q2 2026 | Sep 02, 2026 |
| Ameriprise Financial Inc | Buy | +808,599 | — | 808,599 | $29.60M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +76,583 | +51.9% | 224,068 | $8.20M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +60,449 | +4.8% | 1,308,962 | $47.91M | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | Buy | +40,873 | — | 40,873 | $1.50M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +38,445 | +9.5% | 443,187 | $16.22M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -20,937 | -16.1% | 108,732 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, Llc | Buy | +14,124 | — | 14,124 | $517.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -12,978 | -22.0% | 45,922 | $1.68M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +4,957 | +10.6% | 51,565 | $1.89M | Q2 2026 | Aug 14, 2026 |
| Prosperity Bancshares Inc | Buy | +1,813 | +15.1% | 13,847 | $506.80K | Q2 2026 | Aug 14, 2026 |
| Efg International Ag | Sell | -1,200 | -31.6% | 2,600 | $95.16K | Q2 2026 | Aug 14, 2026 |
| Hancock Whitney Corp | Sell | -547 | -2.0% | 26,741 | $978.72K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +54 | +0.3% | 16,437 | $602.00K | Q2 2026 | Aug 14, 2026 |
| Umb Bank, N.A. | Sell | -117,257 | -54.1% | 99,623 | $3.65M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +71,266 | +2.7% | 2,754,971 | $100.83M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +24,120 | +446.7% | 29,520 | $1.08M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -13,344 | -4.8% | 264,303 | $9.67M | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +8,917 | +56.4% | 24,733 | $905.23K | Q2 2026 | Aug 13, 2026 |
| Consultiva Wealth Management, Corp. | Sell | -4,817 | -14.5% | 28,473 | $1.04M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -3,837 | -0.7% | 571,280 | $20.91M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1,885 | +3.1% | 63,073 | $2.31M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -611 | -2.9% | 20,775 | $760.35K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +375 | +117.9% | 693 | $25.38K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Sell | -22,155 | -3.8% | 566,255 | $20.72M | Q2 2026 | Aug 12, 2026 |
| Wealth High Governance Asset Management Ltda. | Sell | -21,285 | -23.9% | 67,699 | $2.48M | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Sell | -6,868 | -39.0% | 10,720 | $392.35K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +4,465 | — | 4,465 | $163.40K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +3,516 | — | 3,516 | $128.69K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -2,205 | -13.6% | 14,059 | $514.55K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about QAI activity
Which institutional owners are buying QAI?
Institutional owners buying QAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QAI activity?
"Buy" means an investor increased their reported position in QAI compared to the prior reporting period. This reflects growing exposure to NYLI HDG MLT-STR TRC ETF-USD (QAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QAI increasing?
Institutional interest in QAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.