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Savvy Advisors Inc’s NYLIM 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
2026
Q2 		$244K Buy
+6,393
New +$234K 0.01% 1089
2025
Q4 		– Sell
-7,201
Closed -$223K – 1052
2025
Q3 		$223K Buy
+7,201
New +$218K 0.01% 746

Other funds holding HFXI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savvy Advisors Inc's HFXI Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2026: 6,393 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #1089 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in HFXI as recently as Q3 2025.

Savvy Advisors Inc first reported a position in HFXI in Q3 2025 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

  • Savvy Advisors Inc held 6,393 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $244K as of Q2 2026.
  • NYLIM FTSE International Equity Currency Neutral ETF was a new Savvy Advisors Inc position in Q2 2026.
  • NYLIM FTSE International Equity Currency Neutral ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1089 holding.
  • Savvy Advisors Inc first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q3 2025 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.