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

Capital Investment 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
2026 Q1	$1.9M	Buy	56,672 +8,135	+17%	+$280K	0.03%	238
2025 Q4	$1.58M	Buy	48,537 +12,076	+33%	+$387K	0.02%	272
2025 Q3	$1.13M	Buy	36,461 +17,191	+89%	+$520K	0.02%	316
2025 Q2	$568K	Buy	+19,270	New	+$544K	0.01%	432

Other funds holding HFXI

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

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

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

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisors's HFXI Position: Q1 2026 in Review

Capital Investment Advisors increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 17% in Q1 2026, buying an estimated $280K and bringing the position to 56,672 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #238.

Capital Investment Advisors first reported a position in HFXI in Q2 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Capital Investment Advisors held 56,672 shares of NYLI FTSE International Equity Currency Neutral ETF worth $1.9M as of Q1 2026.
Capital Investment Advisors bought 8,135 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $280K.
NYLI FTSE International Equity Currency Neutral ETF made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #238 holding.
Capital Investment Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2025 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.