NYLI FTSE International Equity Currency Neutral ETF
HFXI
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.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37% more capital invested
Capital invested by funds: $338M → $464M (+$126M)
27% more funds holding
Funds holding: 45 → 57 (+12)
14.21% more ownership
Funds ownership: 83.23% → 97.44% (+14%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$77.5M |
| 2 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$4.04M |
| 3 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
+$3.84M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.2M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$4.97M |
| 3 |
Jane Street
New York
|
-$4.25M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.42M |
| 5 |
RWM
Revisor Wealth Management
Akron,
Ohio
|
-$870K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $15.3K | +$14.5K | +615 | New |
|
|
IRC
52
Investors Research Corp
Atlanta,
Georgia
| $15K | – | – | – |
|
|
TFGT
53
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $12K | – | – | – |
|
|
AF
54
Advisornet Financial
Minnetonka,
Minnesota
| $10.4K | – | – | – |
|
55
Fidelity Investments
Boston,
Massachusetts
| $10.3K | -$3.35K | -142 | -26% |
|
|
TVAMP
56
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $8.08K | +$7.66K | +325 | New |
|
|
HI
57
Harbour Investments
Madison,
Wisconsin
| $5.86K | – | – | – |
|
|
FTUS
58
Flow Traders U.S.
New York
| – | -$573K | -24,772 | Closed |
|
HFXI Hedge Fund Activity: Q4 2023 in Review
57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q4 2023, worth a combined $464M — up 37% from $338M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HFXI positions and 1 closed out — a net gain of 12 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $77.5M. The largest seller was UBS Group, cutting an estimated $5.2M.
- 57 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q4 2023, up from 45 in Q3 2023.
- Funds reported $464M of NYLI FTSE International Equity Currency Neutral ETF stock for Q4 2023, up 37% quarter-over-quarter.
- 13 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q4 2023 and 1 closed out, a net change of +12 holders.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q4 2023 was Morgan Stanley, an estimated $77.5M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q4 2023 was UBS Group, an estimated $5.2M sold.
Based on aggregated 13F filings for Q4 2023.