NYLI FTSE International Equity Currency Neutral ETF
HFXI
34 hedge funds and large institutions have $267M invested in NYLI FTSE International Equity Currency Neutral ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $246M → $267M (+$21.4M)
3% more funds holding
Funds holding: 33 → 34 (+1)
2.49% more ownership
Funds ownership: 86.13% → 88.62% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.84M |
| 2 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$7.08M |
| 3 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$6.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.44M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.6M |
| 2 |
Morgan Stanley
New York
|
-$10.4M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$5.73M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.18M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$344K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HW
26
Hamilton Wealth
Encino,
California
| $208K | +$205K | +9,000 | New |
|
27
Wells Fargo
San Francisco,
California
| $90.3K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $63.7K | +$5.44K | +239 | +9% |
|
|
SWM
29
Spire Wealth Management
Mclean,
Virginia
| $18.5K | +$18.2K | +800 | New |
|
|
IRC
30
Investors Research Corp
Atlanta,
Georgia
| $14K | – | – | – |
|
|
TFGT
31
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $11K | -$4.55K | -200 | -29% |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $9.69K | – | – | – |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $5.37K | +$46 | +2 | +0.9% |
|
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.65K | -$3.18M | -139,779 | -55% |
|
|
KAS
35
Kestra Advisory Services
Austin,
Texas
| – | -$344K | -16,112 | Closed |
|
|
FTUS
36
Flow Traders U.S.
New York
| – | -$295K | -13,834 | Closed |
|
|
OMC
37
Old Mission Capital
Chicago,
Illinois
| – | -$261K | -12,218 | Closed |
|
38
BlackRock
New York
| – | -$811 | -38 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
HFXI Hedge Fund Activity: Q1 2023 in Review
34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q1 2023, worth a combined $267M — up 8.7% from $246M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HFXI positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $7.84M. The largest seller was Ameriprise, cutting an estimated $17.6M.
- 34 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q1 2023, up from 33 in Q4 2022.
- Funds reported $267M of NYLI FTSE International Equity Currency Neutral ETF stock for Q1 2023, up 8.7% quarter-over-quarter.
- 7 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q1 2023 and 6 closed out, a net change of +1 holder.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q1 2023 was Jane Street, an estimated $7.84M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q1 2023 was Ameriprise, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2023.