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HFXE

IQ 50 Percent Hedged FTSE Europe ETF

Delisted

HFXE was delisted on the 5th of August, 2020.

11 hedge funds and large institutions have $154M invested in IQ 50 Percent Hedged FTSE Europe ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding

Funds holding: 811 (+3)

18% more capital invested

Capital invested by funds: $130M → $154M (+$23.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
6
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$119M +$16.2M +829,629 +16%
NYLIC
2
New York Life Insurance Company
New York
$27.4M
Morgan Stanley
3
Morgan Stanley
New York
$3.4M +$302K +15,489 +10%
SAM
4
Summit Asset Management
Tennessee
$1.77M +$158K +8,107 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$572K +$1.15K +59 +0.2%
VF
6
Virtu Financial
New York
$444K +$434K +22,259 New
Jane Street
7
Jane Street
New York
$427K +$418K +21,400 New
KFC
8
Klingenstein Fields & Co
New York
$319K
MML Investors Services
9
MML Investors Services
Massachusetts
$225K +$221K +11,299 New
Bank of America
10
Bank of America
North Carolina
$148K +$10.5K +540 +8%
UBS Group
11
UBS Group
Switzerland
$82K +$59.6K +3,052 +290%

HFXE Hedge Fund Activity: Q3 2017 in Review

11 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQ 50 Percent Hedged FTSE Europe ETF (HFXE) for Q3 2017, worth a combined $154M — up 18% from $130M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HFXE positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $16.2M.

  • 11 institutional investors held IQ 50 Percent Hedged FTSE Europe ETF (HFXE) as of Q3 2017, up from 8 in Q2 2017.
  • Funds reported $154M of IQ 50 Percent Hedged FTSE Europe ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 3 funds opened new IQ 50 Percent Hedged FTSE Europe ETF positions in Q3 2017 and 0 closed out, a net change of +3 holders.
  • The largest IQ 50 Percent Hedged FTSE Europe ETF buyer in Q3 2017 was New York Life Investment Management, an estimated $16.2M added.

Based on aggregated 13F filings for Q3 2017.