PS
HFXI icon

Principal Securities’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,222
Closed -$37.9K – 2287
2025
Q3 		$37.9K Buy
1,222
+507
+71% +$15.3K ﹤0.01% 2086
2025
Q2 		$21.1K Buy
715
+100
+16% +$2.83K ﹤0.01% 2287
2025
Q1 		$16K Hold
615
– – ﹤0.01% 2328
2024
Q4 		$16K Hold
615
– – ﹤0.01% 2324
2024
Q3 		$17K Hold
615
– – ﹤0.01% 2203
2024
Q2 		$16.4K Hold
615
– – ﹤0.01% 2163
2024
Q1 		$16.5K Hold
615
– – ﹤0.01% 2109
2023
Q4 		$15.3K Buy
+615
New +$14.5K ﹤0.01% 2069

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Principal Securities's HFXI Position: Q4 2025 in Review

Principal Securities sold out of NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q4 2025, closing a stake of 1,222 shares — an estimated $37.9K sold.

Principal Securities first reported a position in HFXI in Q4 2023 and held it in 8 quarters. The position peaked at $37.9K in Q3 2025. 91 funds tracked by Wall St. Rank hold HFXI as of Q4 2025.

  • Principal Securities reported no remaining NYLIM FTSE International Equity Currency Neutral ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,222 NYLIM FTSE International Equity Currency Neutral ETF shares in Q4 2025, an estimated $37.9K.
  • Principal Securities first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $37.9K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.