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NYLI FTSE International Equity Currency Neutral ETF

67 hedge funds and large institutions have $481M invested in NYLI FTSE International Equity Currency Neutral ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

10% more funds holding

Funds holding: 6167 (+6)

5% more capital invested

Capital invested by funds: $457M → $481M (+$24.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6.48% less ownership

Funds ownership: 81.63%75.16% (-6.5%)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
30
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
26
Waterloo Capital
Texas
$2.23M -$485K -18,083 -18%
WMG
27
WESCAP Management Group
California
$2M
TFS
28
Thoroughbred Financial Services
Tennessee
$1.82M +$168K +6,262 +10%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.8M +$88.6K +3,305 +5%
OC
30
Oppenheimer & Co
New York
$1.78M +$1.79M +66,803 New
Mariner
31
Mariner
Kansas
$1.62M +$187K +6,996 +13%
KA
32
Kovack Advisors
Florida
$1.59M +$1.6M +59,708 New
PAG
33
Private Advisor Group
New Jersey
$1.53M +$23.4K +873 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.44M +$1.44M +53,817 New
HighTower Advisors
35
HighTower Advisors
Illinois
$1.2M -$96.2K -3,589 -7%
FGA
36
Fortis Group Advisors
New Jersey
$1.05M +$1.05M +39,296 New
SPIA
37
Steward Partners Investment Advisory
New York
$961K +$61.8K +2,308 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$809K +$812K +30,304 New
RWM
39
Revisor Wealth Management
Ohio
$807K -$924K -34,504 -53%
NW
40
NewEdge Wealth
Pennsylvania
$791K
GF
41
GGM Financials
Ohio
$790K +$793K +29,599 New
TFM
42
Trademark Financial Management
Minnesota
$721K
LPAM
43
Lodestar Private Asset Management
California
$710K +$29.2K +1,090 +4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$666K +$426K +15,909 +176%
RFN
45
Redwood Financial Network
Ohio
$652K +$376K +14,015 +135%
SA
46
Sanctuary Advisors
Indiana
$554K +$562K +20,971 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$553K +$85.7K +3,198 +18%
DADC
48
D.A. Davidson & Co
Montana
$506K
KPWS
49
Kestra Private Wealth Services
Texas
$470K +$472K +17,600 New
IA
50
Insight Advisors
Pennsylvania
$391K -$45.8K -1,711 -10%

HFXI Hedge Fund Activity: Q2 2024 in Review

67 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q2 2024, worth a combined $481M — up 5.4% from $457M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HFXI positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $17.4M. The largest seller was WESPAC Advisors SoCal, exiting entirely with an estimated $11.9M sold.

  • 67 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q2 2024, up from 61 in Q1 2024.
  • Funds reported $481M of NYLI FTSE International Equity Currency Neutral ETF stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 13 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q2 2024 and 6 closed out, a net change of +7 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q2 2024 was Ameriprise, an estimated $17.4M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q2 2024 was WESPAC Advisors SoCal, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.