IQ 50 Percent Hedged FTSE Europe ETF
HFXE
HFXE was delisted on the 5th of August, 2020.
11 hedge funds and large institutions have $164M invested in IQ 50 Percent Hedged FTSE Europe ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
6% more capital invested
Capital invested by funds: $154M → $164M (+$9.71M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$6.88M |
| 2 |
LPL Financial
San Diego,
California
|
+$306K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$188K |
| 4 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$46.8K |
| 5 |
Citigroup
New York
|
+$40.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$444K |
| 2 |
Jane Street
New York
|
-$427K |
| 3 |
Morgan Stanley
New York
|
-$124K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $128M | +$6.88M | +342,225 | +6% |
|
|
NYLIC
2
New York Life Insurance Company
New York
| $27.9M | – | – | – |
|
|
3
Morgan Stanley
New York
| $3.34M | -$124K | -6,159 | -4% |
|
|
SAM
4
Summit Asset Management
Memphis,
Tennessee
| $1.85M | +$46.8K | +2,326 | +3% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $774K | +$188K | +9,369 | +33% |
|
|
KFC
6
Klingenstein Fields & Co
New York
| $325K | – | – | – |
|
|
7
LPL Financial
San Diego,
California
| $309K | +$306K | +15,202 | New |
|
8
MML Investors Services
Springfield,
Massachusetts
| $256K | +$25.5K | +1,268 | +11% |
|
9
Bank of America
Charlotte,
North Carolina
| $155K | +$4.16K | +207 | +3% |
|
|
10
UBS Group
Zurich,
Switzerland
| $69K | -$14.5K | -719 | -18% |
|
|
11
Citigroup
New York
| $41K | +$40.2K | +2,000 | New |
|
|
VF
12
Virtu Financial
New York
| – | -$444K | -22,259 | Closed |
|
|
13
Jane Street
New York
| – | -$427K | -21,400 | Closed |
|
HFXE Hedge Fund Activity: Q4 2017 in Review
11 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in IQ 50 Percent Hedged FTSE Europe ETF (HFXE) for Q4 2017, worth a combined $164M — up 6.3% from $154M a quarter earlier.
Fund positioning in HFXE was balanced in Q4 2017: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $6.88M. The largest seller was Virtu Financial, exiting entirely with an estimated $444K sold.
- 11 institutional investors held IQ 50 Percent Hedged FTSE Europe ETF (HFXE) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $164M of IQ 50 Percent Hedged FTSE Europe ETF stock for Q4 2017, up 6.3% quarter-over-quarter.
- 2 funds opened new IQ 50 Percent Hedged FTSE Europe ETF positions in Q4 2017 and 2 closed out, a net change of 0 holders.
- The largest IQ 50 Percent Hedged FTSE Europe ETF buyer in Q4 2017 was New York Life Investment Management, an estimated $6.88M added.
- The largest IQ 50 Percent Hedged FTSE Europe ETF seller in Q4 2017 was Virtu Financial, an estimated $444K sold.
Based on aggregated 13F filings for Q4 2017.