NYLI FTSE International Equity Currency Neutral ETF
HFXI
43 hedge funds and large institutions have $309M invested in NYLI FTSE International Equity Currency Neutral ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
26% more funds holding
Funds holding: 34 → 43 (+9)
16% more capital invested
Capital invested by funds: $267M → $309M (+$41.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.04% less ownership
Funds ownership: 88.62% → 85.58% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$6.45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.39M |
| 3 |
Morgan Stanley
New York
|
+$6.22M |
| 4 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$5.46M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$6.21M |
| 2 |
Jane Street
New York
|
-$4.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.25M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.33M |
HFXI Hedge Fund Activity: Q2 2023 in Review
43 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q2 2023, worth a combined $309M — up 16% from $267M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HFXI positions and 2 closed out — a net gain of 9 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $6.45M. The largest seller was New York Life Investment Management, cutting an estimated $6.21M.
- 43 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q2 2023, up from 34 in Q1 2023.
- Funds reported $309M of NYLI FTSE International Equity Currency Neutral ETF stock for Q2 2023, up 16% quarter-over-quarter.
- 11 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q2 2023 and 2 closed out, a net change of +9 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q2 2023 was Gladstone Institutional Advisory, an estimated $6.45M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q2 2023 was New York Life Investment Management, an estimated $6.21M sold.
Based on aggregated 13F filings for Q2 2023.