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

Savvy Advisors Inc’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
-7,201
Closed -$223K – 1052
2025
Q3 		$223K Buy
+7,201
New +$218K 0.01% 746

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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Savvy Advisors Inc's HFXI Position: Q4 2025 in Review

Savvy Advisors Inc sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q4 2025, closing a stake of 7,201 shares — an estimated $223K sold.

Savvy Advisors Inc first reported a position in HFXI in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 90 funds tracked by Wall St. Rank hold HFXI as of Q4 2025.

  • Savvy Advisors Inc reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 7,201 NYLI FTSE International Equity Currency Neutral ETF shares in Q4 2025, an estimated $223K.
  • Savvy Advisors Inc first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q3 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's NYLI FTSE International Equity Currency Neutral ETF position peaked at $223K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.