MIM
HFXI icon

MTM Investment Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

MTM Investment Management’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 		$28K Hold
835
– – 0.01% 399
2025
Q4 		$27.1K Hold
835
– – 0.01% 411
2025
Q3 		$25.9K Hold
835
– – 0.01% 418
2025
Q2 		$24.6K Buy
+835
New +$23.6K 0.01% 417

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MTM Investment Management's HFXI Position: Q1 2026 in Review

MTM Investment Management held its NYLI FTSE International Equity Currency Neutral ETF (HFXI) position steady in Q1 2026 at 835 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #399.

MTM Investment Management 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.

  • MTM Investment Management held 835 shares of NYLI FTSE International Equity Currency Neutral ETF worth $28K as of Q1 2026.
  • MTM Investment Management left its NYLI FTSE International Equity Currency Neutral ETF share count unchanged in Q1 2026.
  • NYLI FTSE International Equity Currency Neutral ETF made up 0.01% of MTM Investment Management's portfolio in Q1 2026, its #399 holding.
  • MTM Investment Management 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 MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.