NYLI FTSE International Equity Currency Neutral ETF
HFXI
30 hedge funds and large institutions have $276M invested in NYLI FTSE International Equity Currency Neutral ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
3% more capital invested
Capital invested by funds: $268M → $276M (+$8.77M)
0.3% less ownership
Funds ownership: 87.8% → 87.5% (-0.3%)
6% less funds holding
Funds holding: 32 → 30 (-2)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Avestar Capital
New York
|
+$9.84M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.18M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$266K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$259K |
| 5 |
CTFG
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$6.99M |
| 2 |
Jane Street
New York
|
-$3.51M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$871K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$641K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$390K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $21K | – | – | – |
|
|
IRC
27
Investors Research Corp
Atlanta,
Georgia
| $15K | +$15K | +605 | New |
|
|
BWL
28
Bogart Wealth LLC
Mclean,
Virginia
| $12K | – | – | – |
|
|
WWMSC
29
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $7K | -$116K | -4,700 | -94% |
|
30
BlackRock
New York
| $1K | -$570 | -23 | -38% |
|
|
31
Jane Street
New York
| – | -$3.51M | -146,756 | Closed |
|
|
JMPWA
32
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$641K | -26,823 | Closed |
|
33
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$27K | -1,150 | Closed |
|
HFXI Hedge Fund Activity: Q2 2021 in Review
30 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q2 2021, worth a combined $276M — up 3.3% from $268M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HFXI and 2 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 9 added.
The largest buyer was Avestar Capital, opening a new position worth an estimated $9.84M. The largest seller was New York Life Investment Management, cutting an estimated $6.99M.
- 30 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q2 2021, down from 32 in Q1 2021.
- Funds reported $276M of NYLI FTSE International Equity Currency Neutral ETF stock for Q2 2021, up 3.3% quarter-over-quarter.
- 2 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q2 2021 and 4 closed out, a net change of -2 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q2 2021 was Avestar Capital, an estimated $9.84M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q2 2021 was New York Life Investment Management, an estimated $6.99M sold.
Based on aggregated 13F filings for Q2 2021.