IQ 50 Percent Hedged FTSE Europe ETF
HFXE
HFXE was delisted on the 5th of August, 2020.
12 hedge funds and large institutions have $285M invested in IQ 50 Percent Hedged FTSE Europe ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
74% more capital invested
Capital invested by funds: $164M → $285M (+$121M)
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
+$157M |
| 2 |
Jane Street
New York
|
+$2M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$1.59M |
| 4 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$105K |
| 5 |
Citigroup
New York
|
+$20.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.45M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$774K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$23.2K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$19.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSL
1
Mackay Shields LLC
New York
| $153M | +$157M | +7,768,589 | New |
|
|
NYLIM
2
New York Life Investment Management
New York
| $126M | +$1.59M | +78,643 | +1% |
|
|
3
Jane Street
New York
| $1.94M | +$2M | +98,785 | New |
|
|
SAM
4
Summit Asset Management
Memphis,
Tennessee
| $1.89M | +$105K | +5,164 | +6% |
|
|
5
Morgan Stanley
New York
| $1.82M | -$1.45M | -71,839 | -44% |
|
6
LPL Financial
San Diego,
California
| $315K | +$16.6K | +822 | +5% |
|
|
KFC
7
Klingenstein Fields & Co
New York
| $314K | – | – | – |
|
|
8
MML Investors Services
Springfield,
Massachusetts
| $228K | -$19.3K | -951 | -8% |
|
|
9
Bank of America
Charlotte,
North Carolina
| $128K | -$23.2K | -1,146 | -15% |
|
|
10
Citigroup
New York
| $59K | +$20.2K | +1,000 | +50% |
|
|
11
UBS Group
Zurich,
Switzerland
| $55K | -$11.7K | -578 | -17% |
|
12
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4K | +$4.96K | +245 | New |
|
|
13
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$774K | -38,070 | Closed |
|
HFXE Hedge Fund Activity: Q1 2018 in Review
12 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in IQ 50 Percent Hedged FTSE Europe ETF (HFXE) for Q1 2018, worth a combined $285M — up 74% from $164M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HFXE positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $157M. The largest seller was Morgan Stanley, cutting an estimated $1.45M.
- 12 institutional investors held IQ 50 Percent Hedged FTSE Europe ETF (HFXE) as of Q1 2018, up from 11 in Q4 2017.
- Funds reported $285M of IQ 50 Percent Hedged FTSE Europe ETF stock for Q1 2018, up 74% quarter-over-quarter.
- 3 funds opened new IQ 50 Percent Hedged FTSE Europe ETF positions in Q1 2018 and 1 closed out, a net change of +2 holders.
- The largest IQ 50 Percent Hedged FTSE Europe ETF buyer in Q1 2018 was Mackay Shields LLC, an estimated $157M added.
- The largest IQ 50 Percent Hedged FTSE Europe ETF seller in Q1 2018 was Morgan Stanley, an estimated $1.45M sold.
Based on aggregated 13F filings for Q1 2018.