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New York Life Investment Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

New York Life 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 		$105M Sell
3,116,330
-116,812
-4% -$4.02M 0.89% 23
2025
Q4 		$105M Sell
3,233,142
-260,381
-7% -$8.34M 0.9% 22
2025
Q3 		$108M Sell
3,493,523
-11,916
-0.3% -$360K 0.95% 20
2025
Q2 		$103M Sell
3,505,439
-180,832
-5% -$5.11M 0.97% 20
2025
Q1 		$101M Sell
3,686,271
-502,792
-12% -$13.8M 1.03% 17
2024
Q4 		$109M Buy
4,189,063
+39,305
+0.9% +$1.05M 1.07% 18
2024
Q3 		$115M Buy
4,149,758
+13,772
+0.3% +$371K 1.12% 15
2024
Q2 		$110M Sell
4,135,986
-303,296
-7% -$8.13M 1.11% 16
2024
Q1 		$119M Sell
4,439,282
-198,087
-4% -$5.07M 1.19% 15
2023
Q4 		$115M Sell
4,637,369
-210,832
-4% -$4.97M 1.18% 15
2023
Q3 		$112M Buy
4,848,201
+13,310
+0.3% +$316K 1.21% 15
2023
Q2 		$116M Sell
4,834,891
-263,162
-5% -$6.21M 1.21% 14
2023
Q1 		$118M Sell
5,098,053
-251,982
-5% -$5.73M 1.31% 10
2022
Q4 		$114M Sell
5,350,035
-402,621
-7% -$8.51M 1.31% 10
2022
Q3 		$111M Buy
5,752,656
+45,392
+0.8% +$959K 1.34% 11
2022
Q2 		$119M Sell
5,707,264
-561,191
-9% -$12.6M 1.38% 11
2022
Q1 		$148M Sell
6,268,455
-44,563
-0.7% -$1.06M 7.81% 6
2021
Q4 		$158M Buy
6,313,018
+20,339
+0.3% +$506K 8.25% 6
2021
Q3 		$154M Sell
6,292,679
-63,228
-1% -$1.59M 8.47% 6
2021
Q2 		$157M Sell
6,355,907
-282,402
-4% -$6.99M 9.09% 6
2021
Q1 		$159M Sell
6,638,309
-193,874
-3% -$4.56M 9.56% 5
2020
Q4 		$155M Sell
6,832,183
-90,191
-1% -$1.92M 10.39% 4
2020
Q3 		$138M Sell
6,922,374
-73,185
-1% -$1.46M 12.48% 4
2020
Q2 		$135M Buy
6,995,559
+11,467
+0.2% +$210K 14.31% 3
2020
Q1 		$117M Buy
6,984,092
+1,273,631
+22% +$25.5M 18.52% 3
2019
Q4 		$116M Hold
5,710,461
– – 17.06% 3
2019
Q3 		$116M Sell
5,710,461
-2,931,149
-34% -$58.8M 13.5% 3
2019
Q2 		$176M Sell
8,641,610
-2,917,950
-25% -$59.1M 16.16% 3
2019
Q1 		$231M Sell
11,559,560
-3,371,882
-23% -$65.9M 17.78% 3
2018
Q4 		$271M Sell
14,931,442
-5,843,461
-28% -$114M 20.29% 2
2018
Q3 		$438M Sell
20,774,903
-2,689,013
-11% -$56.3M 29.68% 1
2018
Q2 		$491M Buy
23,463,916
+625,537
+3% +$13.4M 28.4% 1
2018
Q1 		$481M Buy
22,838,379
+7,416,309
+48% +$160M 29.63% 1
2017
Q4 		$334M Buy
15,422,070
+5,174,018
+50% +$111M 23.16% 1
2017
Q3 		$213M Sell
10,248,052
-1,128,986
-10% -$23.1M 17.22% 1
2017
Q2 		$229M Buy
11,377,038
+4,371,493
+62% +$87.5M 21.05% 1
2017
Q1 		$135M Sell
7,005,545
-143,928
-2% -$2.72M 16.88% 2
2016
Q4 		$130M Sell
7,149,473
-5,967
-0.1% -$108K 15.01% 2
2016
Q3 		$130M Buy
7,155,440
+1,315,663
+23% +$23.6M 14.3% 2
2016
Q2 		$100M Buy
5,839,777
+4,492,845
+334% +$78.4M 11.17% 2
2016
Q1 		$23.4M Buy
1,346,932
+37,532
+3% +$637K 3.51% 10
2015
Q4 		$23.8M Buy
1,309,400
+11,300
+0.9% +$209K 3.54% 9
2015
Q3 		$22.8M Buy
+1,298,100
New +$24.2M 2.13% 15

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
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 $445B AUM 25.58% 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
GIL
Go Invest LLC West Jordan, Utah $426M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New York Life Investment Management's HFXI Position: Q1 2026 in Review

New York Life Investment Management reduced its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 3.6% in Q1 2026, selling an estimated $4.02M and leaving 3,116,330 shares worth $105M. The position accounts for 0.89% of the portfolio, ranked #23.

New York Life Investment Management first reported a position in HFXI in Q3 2015 and has held it in 43 quarters since. The position peaked at $491M in Q2 2018. 100 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

  • New York Life Investment Management held 3,116,330 shares of NYLI FTSE International Equity Currency Neutral ETF worth $105M as of Q1 2026.
  • New York Life Investment Management sold 116,812 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $4.02M.
  • NYLI FTSE International Equity Currency Neutral ETF made up 0.89% of New York Life Investment Management's portfolio in Q1 2026, its #23 holding.
  • New York Life Investment Management first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q3 2015 and has held it in 43 quarters since.
  • New York Life Investment Management's NYLI FTSE International Equity Currency Neutral ETF position peaked at $491M in Q2 2018.
  • 100 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.