NYLI FTSE International Equity Currency Neutral ETF
HFXI
32 hedge funds and large institutions have $268M invested in NYLI FTSE International Equity Currency Neutral ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 31 → 32 (+1)
3% more capital invested
Capital invested by funds: $259M → $268M (+$8.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.74% less ownership
Funds ownership: 89.54% → 87.8% (-1.7%)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
+$2.1M |
| 2 |
Jane Street
New York
|
+$1.23M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$786K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$415K |
| 5 |
LPL Financial
San Diego,
California
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$4.56M |
| 2 |
Morgan Stanley
New York
|
-$3.73M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$782K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$508K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$400K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFGT
26
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $40K | -$4.54K | -193 | -10% |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $27K | – | – | – |
|
28
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $27K | +$27.1K | +1,150 | New |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $20K | +$20K | +850 | New |
|
|
BWL
30
Bogart Wealth LLC
Mclean,
Virginia
| $11K | – | – | – |
|
31
BlackRock
New York
| $1K | – | – | – |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$782K | -34,490 | Closed |
|
|
KAS
33
Kestra Advisory Services
Austin,
Texas
| – | -$347K | -15,212 | Closed |
|
|
LFG
34
Larson Financial Group
St Louis,
Missouri
| – | -$12K | -507 | Closed |
|
35
AssetMark Inc
Concord,
California
| – | -$3K | -143 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
HFXI Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q1 2021, worth a combined $268M — up 3.3% from $259M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HFXI positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Ten Capital Wealth Advisors, adding an estimated $2.1M. The largest seller was New York Life Investment Management, cutting an estimated $4.56M.
- 32 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q1 2021, up from 31 in Q4 2020.
- Funds reported $268M of NYLI FTSE International Equity Currency Neutral ETF stock for Q1 2021, up 3.3% quarter-over-quarter.
- 5 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q1 2021 and 4 closed out, a net change of +1 holder.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q1 2021 was Ten Capital Wealth Advisors, an estimated $2.1M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q1 2021 was New York Life Investment Management, an estimated $4.56M sold.
Based on aggregated 13F filings for Q1 2021.