NYLI FTSE International Equity Currency Neutral ETF
HFXI
31 hedge funds and large institutions have $259M invested in NYLI FTSE International Equity Currency Neutral ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 0 closing their positions.
11% more capital invested
Capital invested by funds: $234M → $259M (+$25.2M)
11% more funds holding
Funds holding: 28 → 31 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 89.72% → 89.54% (-0.18%)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.79M |
| 2 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
+$1.7M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.45M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$958K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.33M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.95M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$1.92M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$672K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
26
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $35K | +$32.4K | +1,525 | New |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $25K | – | – | – |
|
|
LFG
28
Larson Financial Group
St Louis,
Missouri
| $12K | +$298 | +14 | +3% |
|
|
BWL
29
Bogart Wealth LLC
Mclean,
Virginia
| $10K | – | – | – |
|
30
AssetMark Inc
Concord,
California
| $3K | +$3.04K | +143 | New |
|
31
BlackRock
New York
| $1K | -$361 | -17 | -22% |
|
HFXI Hedge Fund Activity: Q4 2020 in Review
31 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q4 2020, worth a combined $259M — up 11% from $234M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HFXI positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was UBS Group, adding an estimated $2.79M. The largest seller was Ameriprise, cutting an estimated $5.33M.
- 31 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q4 2020, up from 28 in Q3 2020.
- Funds reported $259M of NYLI FTSE International Equity Currency Neutral ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 4 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q4 2020 and 0 closed out, a net change of +4 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q4 2020 was UBS Group, an estimated $2.79M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q4 2020 was Ameriprise, an estimated $5.33M sold.
Based on aggregated 13F filings for Q4 2020.