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NYLI FTSE International Equity Currency Neutral ETF

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

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

7% more funds holding

Funds holding: 5761 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $464M → $457M (-$7.46M)

15.8% less ownership

Funds ownership: 97.44%81.63% (-16%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.19M +$1.61M +62,871 +332%
AWM
27
Aspire Wealth Management
Massachusetts
$2.19M +$1.79M +70,105 +604%
WMG
28
WESCAP Management Group
California
$2.01M -$265K -10,343 -12%
Jane Street
29
Jane Street
New York
$1.86M -$6.36M -248,612 -78%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.72M +$1.64M +64,173 New
RWM
31
Revisor Wealth Management
Ohio
$1.67M +$1.42M +55,293 +586%
TFS
32
Thoroughbred Financial Services
Tennessee
$1.66M +$62.6K +2,446 +4%
PAG
33
Private Advisor Group
New Jersey
$1.51M -$536K -20,946 -27%
Mariner
34
Mariner
Kansas
$1.44M -$105K -4,115 -7%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.3M -$1.33M -51,865 -52%
SPIA
36
Steward Partners Investment Advisory
New York
$903K +$148K +5,782 +21%
NW
37
NewEdge Wealth
Pennsylvania
$782K
TFM
38
Trademark Financial Management
Minnesota
$724K -$11.4K -447 -2%
LPAM
39
Lodestar Private Asset Management
California
$685K
DADC
40
D.A. Davidson & Co
Montana
$508K -$14.3K -559 -3%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$470K +$448K +17,501 New
IA
42
Insight Advisors
Pennsylvania
$439K -$57K -2,225 -12%
CAN
43
Cetera Advisor Networks
California
$383K +$366K +14,278 New
LNC
44
Lincoln National Corp
Pennsylvania
$342K +$34.2K +1,334 +12%
RFN
45
Redwood Financial Network
Ohio
$279K +$266K +10,401 New
Citigroup
46
Citigroup
New York
$274K +$26.3K +1,027 +11%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$242K +$231K +9,019 New
WA
48
WESPAC Advisors
California
$207K +$197K +7,700 New
Comerica Bank
49
Comerica Bank
Texas
$153K +$22.5K +877 +18%
PA
50
PSI Advisors
Florida
$123K +$19K +743 +19%

HFXI Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q1 2024, worth a combined $457M — down 1.6% from $464M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HFXI positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.68M. The largest seller was Morgan Stanley, cutting an estimated $56.7M.

  • 61 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q1 2024, up from 57 in Q4 2023.
  • Funds reported $457M of NYLI FTSE International Equity Currency Neutral ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 10 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q1 2024 and 6 closed out, a net change of +4 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $9.68M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q1 2024 was Morgan Stanley, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2024.