NYLI FTSE International Equity Currency Neutral ETF
HFXI
27 hedge funds and large institutions have $170M invested in NYLI FTSE International Equity Currency Neutral ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more funds holding
Funds holding: 25 → 27 (+2)
5.3% less ownership
Funds ownership: 90.01% → 84.71% (-5.3%)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
32% less capital invested
Capital invested by funds: $248M → $170M (-$78.5M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.56M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$641K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$548K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$510K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$58.8M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$12.6M |
| 3 |
Jane Street
New York
|
-$2.65M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.25M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $48K | – | – | – |
|
|
HNB
27
Huntington National Bank
Columbus,
Ohio
| $35K | – | – | – |
|
|
BWL
28
Bogart Wealth LLC
Mclean,
Virginia
| $25K | -$12.6M | -629,487 | -100% |
|
29
BlackRock
New York
| $2K | +$2.11K | +105 | New |
|
30
JP Morgan Chase
New York
| – | -$62K | -3,047 | Closed |
|
HFXI Hedge Fund Activity: Q3 2019 in Review
27 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2019, worth a combined $170M — down 32% from $248M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HFXI positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.56M. The largest seller was New York Life Investment Management, cutting an estimated $58.8M.
- 27 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2019, up from 25 in Q2 2019.
- Funds reported $170M of NYLI FTSE International Equity Currency Neutral ETF stock for Q3 2019, down 32% quarter-over-quarter.
- 3 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q3 2019 and 1 closed out, a net change of +2 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $2.56M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q3 2019 was New York Life Investment Management, an estimated $58.8M sold.
Based on aggregated 13F filings for Q3 2019.