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

Insight 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
2025 Q1	–	Sell	-11,953	Closed	-$310K	–	294
2024 Q4	$310K	Sell	11,953 -800	-6%	-$21.4K	0.05%	214
2024 Q3	$352K	Sell	12,753 -1,901	-13%	-$51.3K	0.06%	206
2024 Q2	$391K	Sell	14,654 -1,711	-10%	-$45.8K	0.07%	189
2024 Q1	$439K	Sell	16,365 -2,225	-12%	-$57K	0.08%	177
2023 Q4	$462K	Buy	+18,590	New	+$438K	0.1%	153

Other funds holding HFXI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Insight Advisors's HFXI Position: Q1 2025 in Review

Insight Advisors sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2025, closing a stake of 11,953 shares — an estimated $310K sold.

Insight Advisors first reported a position in HFXI in Q4 2023 and held it in 5 quarters. The position peaked at $462K in Q4 2023. 80 funds tracked by Wall St. Rank hold HFXI as of Q1 2025.

Insight Advisors reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q1 2025 after selling out during the quarter.
Insight Advisors sold 11,953 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2025, an estimated $310K.
Insight Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2023 and held it in 5 quarters.
Insight Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $462K in Q4 2023.
80 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.