NYLI FTSE International Equity Currency Neutral ETF
HFXI
28 hedge funds and large institutions have $234M invested in NYLI FTSE International Equity Currency Neutral ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 6 closing their positions.
6.2% more ownership
Funds ownership: 83.51% → 89.72% (+6.2%)
5% more capital invested
Capital invested by funds: $223M → $234M (+$11.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less funds holding
Funds holding: 32 → 28 (-4)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.27M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.07M |
| 3 |
Jane Street
New York
|
+$831K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$676K |
| 5 |
Morgan Stanley
New York
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.96M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$1.46M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$950K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$826K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
-$602K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $10K | +$560 | +28 | +6% |
|
|
BWL
27
Bogart Wealth LLC
Mclean,
Virginia
| $9K | – | – | – |
|
28
BlackRock
New York
| $2K | – | – | – |
|
|
AC
29
Avestar Capital
New York
| – | -$563K | -29,060 | Closed |
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$475K | -24,541 | Closed |
|
|
WOSD
31
WFA of San Diego
San Diego,
California
| – | -$201K | -9,140 | Closed |
|
32
Osaic Holdings
Scottsdale,
Arizona
| – | -$29K | -1,473 | Closed |
|
|
VFA
33
Valeo Financial Advisors
Carmel,
Indiana
| – | -$9K | -463 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -70 | Closed |
|
HFXI Hedge Fund Activity: Q3 2020 in Review
28 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2020, worth a combined $234M — up 5% from $223M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HFXI and 2 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 10 added.
The largest buyer was UBS Group, adding an estimated $8.27M. The largest seller was Royal Bank of Canada, cutting an estimated $1.96M.
- 28 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2020, down from 32 in Q2 2020.
- Funds reported $234M of NYLI FTSE International Equity Currency Neutral ETF stock for Q3 2020, up 5% quarter-over-quarter.
- 2 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q3 2020 and 6 closed out, a net change of -4 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q3 2020 was UBS Group, an estimated $8.27M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2020.