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NYLI FTSE International Equity Currency Neutral ETF
HFXI

Overview Fund Activity

57 hedge funds and large institutions have $464M invested in NYLI FTSE International Equity Currency Neutral ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
18
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$125M
2
FZCM
Flynn Zito Capital Management
New York
$14.4M
3
MSA
Marino Stram & Associates
Massachusetts
$4.05M
4
Ameriprise
Ameriprise
Minnesota
$24.9M
5
Bank of America
Bank of America
North Carolina
$20.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$36.5M
2
NYLIM
New York Life Investment Management
New York
$115M
3
Jane Street
Jane Street
New York
$7.91M
4
RJA
Raymond James & Associates
Florida
$8.36M
5
RWM
Revisor Wealth Management
Ohio
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.78M +$1.78M +71,507 New
TFS
27
Thoroughbred Financial Services
Tennessee
$1.48M -$5.97K -240 -0.4%
KA
28
Kovack Advisors
Florida
$1.48M +$619K +24,901 +72%
Mariner
29
Mariner
Kansas
$1.44M -$297K -11,958 -17%
Citadel Advisors
30
Citadel Advisors
Florida
$966K -$420K -16,880 -30%
NW
31
NewEdge Wealth
Pennsylvania
$736K -$131K -5,249 -15%
SPIA
32
Steward Partners Investment Advisory
New York
$694K +$53.6K +2,155 +8%
TFM
33
Trademark Financial Management
Minnesota
$682K +$682K +27,440 New
LPAM
34
Lodestar Private Asset Management
California
$635K -$13.4K -540 -2%
Cerity Partners
35
Cerity Partners
New York
$487K +$487K +19,564 New
DADC
36
D.A. Davidson & Co
Montana
$485K – – –
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$470K +$96.9K +3,895 +26%
IA
38
Insight Advisors
Pennsylvania
$462K +$462K +18,590 New
AWM
39
Aspire Wealth Management
Massachusetts
$289K +$218K +8,765 +308%
LNC
40
Lincoln National Corp
Pennsylvania
$284K +$284K +11,407 New
WE
41
Wealth Effects
Massachusetts
$251K +$251K +10,110 New
RWM
42
Revisor Wealth Management
Ohio
$235K -$918K -36,898 -80%
Citigroup
43
Citigroup
New York
$228K -$18.2K -732 -7%
HW
44
Hamilton Wealth
California
$223K – – –
Wells Fargo
45
Wells Fargo
California
$222K +$222K +8,934 +893,400%
Comerica Bank
46
Comerica Bank
Texas
$120K +$21.2K +852 +22%
AA
47
Ancora Advisors
Ohio
$101K – – –
PA
48
PSI Advisors
Florida
$95.1K +$8.13K +327 +9%
PTC
49
Private Trust Company
Ohio
$26K – – –
SWM
50
Spire Wealth Management
Virginia
$19.8K – – –
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