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NYLI FTSE International Equity Currency Neutral ETF

68 hedge funds and large institutions have $637M invested in NYLI FTSE International Equity Currency Neutral ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

95% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $481M → $637M (+$155M)

5% more ownership

Funds ownership: 75.16%80.16% (+5%)

1% more funds holding

Funds holding: 6768 (+1)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
4
Increased
37
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
26
Wiser Advisor Group
Arizona
$2.28M -$53.3K -1,977 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.22M +$1.49M +55,414 +222%
OC
28
Oppenheimer & Co
New York
$2.17M +$311K +11,546 +17%
WC
29
Waterloo Capital
Texas
$2.11M -$198K -7,340 -9%
WMG
30
WESCAP Management Group
California
$2.07M +$4.91K +182 +0.2%
FFA
31
Farther Finance Advisors
California
$2.03M +$1.98M +73,513 New
TFS
32
Thoroughbred Financial Services
Tennessee
$2.03M +$141K +5,237 +8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.87M
KA
34
Kovack Advisors
Florida
$1.64M -$8.95K -332 -0.6%
PAG
35
Private Advisor Group
New Jersey
$1.52M -$63.6K -2,360 -4%
Mariner
36
Mariner
Kansas
$1.49M -$181K -6,712 -11%
SPIA
37
Steward Partners Investment Advisory
New York
$1.47M +$465K +17,245 +48%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.23M -$14.1K -522 -1%
FGA
39
Fortis Group Advisors
New Jersey
$1.12M +$37.4K +1,387 +4%
RFN
40
Redwood Financial Network
Ohio
$1.07M +$390K +14,465 +59%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$938K -$2.94M -108,976 -76%
KPWS
42
Kestra Private Wealth Services
Texas
$901K +$405K +15,007 +85%
PFG
43
Prosperity Financial Group
California
$896K +$874K +32,430 New
MML Investors Services
44
MML Investors Services
Massachusetts
$871K +$32.1K +1,191 +4%
GF
45
GGM Financials
Ohio
$854K +$34.6K +1,284 +4%
RWM
46
Revisor Wealth Management
Ohio
$771K -$62.8K -2,329 -8%
DADC
47
D.A. Davidson & Co
Montana
$761K +$232K +8,594 +45%
NW
48
NewEdge Wealth
Pennsylvania
$639K -$175K -6,480 -22%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$638K +$63.8K +2,367 +11%
TFM
50
Trademark Financial Management
Minnesota
$545K -$197K -7,290 -27%

HFXI Hedge Fund Activity: Q3 2024 in Review

68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2024, worth a combined $637M — up 32% from $481M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HFXI positions and 1 closed out — a net gain of 3 holders — while 37 added to existing stakes and 19 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.94M.

  • 68 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2024, up from 67 in Q2 2024.
  • Funds reported $637M of NYLI FTSE International Equity Currency Neutral ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 4 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q3 2024 was Ameriprise, an estimated $59.8M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2024.