NYLI FTSE International Equity Currency Neutral ETF
HFXI
34 hedge funds and large institutions have $279M invested in NYLI FTSE International Equity Currency Neutral ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.
1% more capital invested
Capital invested by funds: $277M → $279M (+$2.12M)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
1.52% less ownership
Funds ownership: 87.81% → 86.29% (-1.5%)
8% less funds holding
Funds holding: 37 → 34 (-3)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.19M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$976K |
| 3 |
GFP
Gryphon Financial Partners
Columbus,
Ohio
|
+$695K |
| 4 |
NYLIM
New York Life Investment Management
New York
|
+$506K |
| 5 |
AC
Avestar Capital
New York
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.44M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.01M |
| 3 |
CTFG
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
-$1.94M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.8M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$792K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jane Street
New York
| $353K | -$8.22K | -330 | -2% |
|
27
Rockefeller Capital Management
New York
| $37K | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $32K | -$921 | -37 | -3% |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $28K | – | – | – |
|
|
TFGT
30
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $23K | -$18K | -721 | -44% |
|
|
IRC
31
Investors Research Corp
Atlanta,
Georgia
| $15K | – | – | – |
|
|
BWL
32
Bogart Wealth LLC
Mclean,
Virginia
| $12K | – | – | – |
|
|
WWMSC
33
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $7K | – | – | – |
|
34
BlackRock
New York
| $1K | – | – | – |
|
|
CTFG
35
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| – | -$1.94M | -77,473 | Closed |
|
|
ARIS
36
Advanced Research Investment Solutions
Los Angeles,
California
| – | -$267K | -10,941 | Closed |
|
37
Citigroup
New York
| – | -$2K | -92 | Closed |
|
HFXI Hedge Fund Activity: Q4 2021 in Review
34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q4 2021, worth a combined $279M — up 0.76% from $277M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HFXI and 0 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was Ameriprise, adding an estimated $1.19M. The largest seller was Morgan Stanley, cutting an estimated $2.44M.
- 34 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q4 2021, down from 37 in Q3 2021.
- Funds reported $279M of NYLI FTSE International Equity Currency Neutral ETF stock for Q4 2021, up 0.76% quarter-over-quarter.
- 0 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q4 2021 and 3 closed out, a net change of -3 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q4 2021 was Ameriprise, an estimated $1.19M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q4 2021 was Morgan Stanley, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2021.