NYLI FTSE International Equity Currency Neutral ETF
HFXI
33 hedge funds and large institutions have $246M invested in NYLI FTSE International Equity Currency Neutral ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
30% more capital invested
Capital invested by funds: $190M → $246M (+$56.1M)
0.88% more ownership
Funds ownership: 85.25% → 86.13% (+0.88%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 34 → 33 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.8M |
| 2 |
Morgan Stanley
New York
|
+$11.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.44M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.11M |
| 5 |
Jane Street
New York
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$8.51M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$715K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$373K |
| 5 |
GFP
Gryphon Financial Partners
Columbus,
Ohio
|
-$326K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFGT
26
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $15K | – | – | – |
|
|
IRC
27
Investors Research Corp
Atlanta,
Georgia
| $12.9K | – | – | – |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $8.97K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $4.94K | +$127 | +6 | +3% |
|
30
BlackRock
New York
| $811 | – | – | – |
|
|
PAG
31
Private Advisor Group
Morristown,
New Jersey
| $560 | -$1.42K | -67 | -0.3% |
|
32
Fidelity Investments
Boston,
Massachusetts
| $21 | +$21 | +1 | New |
|
|
GFP
33
Gryphon Financial Partners
Columbus,
Ohio
| – | -$326K | -16,926 | Closed |
|
|
BWL
34
Bogart Wealth LLC
Mclean,
Virginia
| – | -$9K | -468 | Closed |
|
|
WWMSC
35
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$5K | -275 | Closed |
|
HFXI Hedge Fund Activity: Q4 2022 in Review
33 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q4 2022, worth a combined $246M — up 30% from $190M a quarter earlier.
Fund positioning in HFXI was balanced in Q4 2022: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 7 trimmed.
The largest buyer was Ameriprise, adding an estimated $24.8M. The largest seller was New York Life Investment Management, cutting an estimated $8.51M.
- 33 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q4 2022, down from 34 in Q3 2022.
- Funds reported $246M of NYLI FTSE International Equity Currency Neutral ETF stock for Q4 2022, up 30% quarter-over-quarter.
- 3 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q4 2022 and 3 closed out, a net change of 0 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q4 2022 was Ameriprise, an estimated $24.8M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q4 2022 was New York Life Investment Management, an estimated $8.51M sold.
Based on aggregated 13F filings for Q4 2022.