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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+38,09238,092$1.39MQ2 2026Sep 02, 2026
Ameriprise Financial IncBuy+808,599808,599$29.60MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+76,583+51.9%224,068$8.20MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+60,449+4.8%1,308,962$47.91MQ2 2026Aug 14, 2026
Q3 Asset ManagementBuy+40,87340,873$1.50MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+38,445+9.5%443,187$16.22MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-20,937-16.1%108,732$3.98MQ2 2026Aug 14, 2026
Granite Bay Wealth Management, LlcBuy+14,12414,124$517.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-12,978-22.0%45,922$1.68MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+4,957+10.6%51,565$1.89MQ2 2026Aug 14, 2026
Prosperity Bancshares IncBuy+1,813+15.1%13,847$506.80KQ2 2026Aug 14, 2026
Efg International AgSell-1,200-31.6%2,600$95.16KQ2 2026Aug 14, 2026
Hancock Whitney CorpSell-547-2.0%26,741$978.72KQ2 2026Aug 14, 2026
Betterment LlcBuy+54+0.3%16,437$602.00KQ2 2026Aug 14, 2026
Umb Bank, N.A.Sell-117,257-54.1%99,623$3.65MQ2 2026Aug 13, 2026
Morgan StanleyBuy+71,266+2.7%2,754,971$100.83MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+24,120+446.7%29,520$1.08MQ2 2026Aug 13, 2026
Ubs Group AgSell-13,344-4.8%264,303$9.67MQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+8,917+56.4%24,733$905.23KQ2 2026Aug 13, 2026
Consultiva Wealth Management, Corp.Sell-4,817-14.5%28,473$1.04MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-3,837-0.7%571,280$20.91MQ2 2026Aug 13, 2026
Mariner, LlcBuy+1,885+3.1%63,073$2.31MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-611-2.9%20,775$760.35KQ2 2026Aug 13, 2026
Fmr LlcBuy+375+117.9%693$25.38KQ2 2026Aug 13, 2026
Focus Partners WealthSell-22,155-3.8%566,255$20.72MQ2 2026Aug 12, 2026
Wealth High Governance Asset Management Ltda.Sell-21,285-23.9%67,699$2.48MQ2 2026Aug 12, 2026
Bank Of MontrealSell-6,868-39.0%10,720$392.35KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+4,4654,465$163.40KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+3,5163,516$128.69KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-2,205-13.6%14,059$514.55KQ2 2026Aug 12, 2026
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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.