NYLI FTSE International Equity Currency Neutral ETF
HFXI
37 hedge funds and large institutions have $277M invested in NYLI FTSE International Equity Currency Neutral ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more funds holding
Funds holding: 30 → 37 (+7)
0.31% more ownership
Funds ownership: 87.5% → 87.81% (+0.31%)
0% more capital invested
Capital invested by funds: $276M → $277M (+$412K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.62M |
| 2 |
AC
Avestar Capital
New York
|
+$1.53M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.09M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.8M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$1.59M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$607K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$602K |
| 5 |
Citigroup
New York
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Ameriprise
Minneapolis,
Minnesota
| $341K | -$602K | -24,022 | -63% |
|
27
Wells Fargo
San Francisco,
California
| $305K | +$57.9K | +2,311 | +23% |
|
|
ARIS
28
Advanced Research Investment Solutions
Los Angeles,
California
| $267K | +$274K | +10,941 | New |
|
|
TFGT
29
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $40K | – | – | – |
|
30
Rockefeller Capital Management
New York
| $36K | +$37.8K | +1,508 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $32K | +$32.6K | +1,300 | New |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $27K | – | – | – |
|
|
IRC
33
Investors Research Corp
Atlanta,
Georgia
| $15K | – | – | – |
|
|
BWL
34
Bogart Wealth LLC
Mclean,
Virginia
| $11K | – | – | – |
|
|
WWMSC
35
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $7K | – | – | – |
|
|
36
Citigroup
New York
| $2K | -$295K | -11,781 | -99% |
|
37
BlackRock
New York
| $1K | – | – | – |
|
|
NFG
38
Next Financial Group
Houston,
Texas
| – | -$21K | -850 | Closed |
|
HFXI Hedge Fund Activity: Q3 2021 in Review
37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2021, worth a combined $277M — up 0.15% from $276M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HFXI positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $1.62M. The largest seller was Morgan Stanley, cutting an estimated $1.8M.
- 37 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2021, up from 30 in Q2 2021.
- Funds reported $277M of NYLI FTSE International Equity Currency Neutral ETF stock for Q3 2021, up 0.15% quarter-over-quarter.
- 8 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q3 2021 and 1 closed out, a net change of +7 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q3 2021 was Cetera Advisors, an estimated $1.62M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q3 2021 was Morgan Stanley, an estimated $1.8M sold.
Based on aggregated 13F filings for Q3 2021.