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NYLI FTSE International Equity Currency Neutral ETF
HFXI

Overview Fund Activity

61 hedge funds and large institutions have $457M invested in NYLI FTSE International Equity Currency Neutral ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
24
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$27.3M
2
MAC
Mason & Associates (California)
California
$5.01M
3
Cerity Partners
Cerity Partners
New York
$5.29M
4
Bank of America
Bank of America
North Carolina
$25.9M
5
Wells Fargo
Wells Fargo
California
$2.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$75.1M
2
Jane Street
Jane Street
New York
$1.86M
3
NYLIM
New York Life Investment Management
New York
$119M
4
UBS Group
UBS Group
Switzerland
$36M
5
WAS
WESPAC Advisors SoCal
California
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.19M +$1.69M +62,871 +332%
AWM
27
Aspire Wealth Management
Massachusetts
$2.19M +$1.88M +70,105 +604%
WMG
28
WESCAP Management Group
California
$2.01M -$278K -10,343 -12%
Jane Street
29
Jane Street
New York
$1.86M -$6.67M -248,612 -78%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.72M +$1.72M +64,173 New
RWM
31
Revisor Wealth Management
Ohio
$1.67M +$1.43M +55,293 +586%
TFS
32
Thoroughbred Financial Services
Tennessee
$1.66M +$65.6K +2,446 +4%
PAG
33
Private Advisor Group
New Jersey
$1.51M -$562K -20,946 -27%
Mariner
34
Mariner
Kansas
$1.44M -$110K -4,115 -7%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.3M -$1.39M -51,865 -52%
SPIA
36
Steward Partners Investment Advisory
New York
$903K +$155K +5,782 +21%
NW
37
NewEdge Wealth
Pennsylvania
$782K – – –
TFM
38
Trademark Financial Management
Minnesota
$724K -$12K -447 -2%
LPAM
39
Lodestar Private Asset Management
California
$685K – – –
DADC
40
D.A. Davidson & Co
Montana
$508K -$15K -559 -3%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$470K +$470K +17,501 New
IA
42
Insight Advisors
Pennsylvania
$439K -$59.7K -2,225 -12%
CAN
43
Cetera Advisor Networks
California
$383K +$383K +14,278 New
LNC
44
Lincoln National Corp
Pennsylvania
$342K +$35.8K +1,334 +12%
RFN
45
Redwood Financial Network
Ohio
$279K +$279K +10,401 New
Citigroup
46
Citigroup
New York
$274K +$27.6K +1,027 +11%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$242K +$242K +9,019 New
WA
48
WESPAC Advisors
California
$207K +$207K +7,700 New
Comerica Bank
49
Comerica Bank
Texas
$153K +$23.5K +877 +18%
PA
50
PSI Advisors
Florida
$123K +$19.9K +743 +19%
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