Ancora Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Ancora Advisors’s Portfolio HFXI Stock Details HFXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,072	Closed	-$113K	–	1840
2024 Q3	$113K	Hold	4,072	–	–	﹤0.01%	802
2024 Q2	$109K	Hold	4,072	–	–	﹤0.01%	784
2024 Q1	$109K	Hold	4,072	–	–	﹤0.01%	788
2023 Q4	$101K	Hold	4,072	–	–	﹤0.01%	797
2023 Q3	$94.2K	Buy	+4,072	New	+$96.7K	﹤0.01%	792

Other funds holding HFXI

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ancora Advisors's HFXI Position: Q4 2024 in Review

Ancora Advisors sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q4 2024, closing a stake of 4,072 shares — an estimated $113K sold.

Ancora Advisors first reported a position in HFXI in Q3 2023 and held it in 5 quarters. The position peaked at $113K in Q3 2024. 74 funds tracked by Wall St. Rank hold HFXI as of Q4 2024.

Ancora Advisors reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q4 2024 after selling out during the quarter.
Ancora Advisors sold 4,072 NYLI FTSE International Equity Currency Neutral ETF shares in Q4 2024, an estimated $113K.
Ancora Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q3 2023 and held it in 5 quarters.
Ancora Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $113K in Q3 2024.
74 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q4 2024.

Based on Ancora Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.