NYLI FTSE International Equity Currency Neutral ETF
HFXI
10 hedge funds and large institutions have $154M invested in NYLI FTSE International Equity Currency Neutral ETF in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
27% more capital invested
Capital invested by funds: $121M → $154M (+$33M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.72% less ownership
Funds ownership: 101.17% → 97.45% (-3.7%)
9% less funds holding
Funds holding: 11 → 10 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$23.6M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$898K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$884K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$28.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$579K |
| 2 |
Jane Street
New York
|
-$444K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$248K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$172K |
| 5 |
Morgan Stanley
New York
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $130M | +$23.6M | +1,315,663 | +23% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $12.4M | +$1.12M | +62,379 | +10% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $8.44M | +$884K | +49,393 | +12% |
|
|
4
UBS Group
Zurich,
Switzerland
| $1M | +$898K | +50,154 | +1,030% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $417K | +$9.08K | +507 | +2% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $283K | -$579K | -32,354 | -68% |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $272K | -$172K | -9,625 | -39% |
|
|
8
Jane Street
New York
| $217K | -$444K | -24,791 | -68% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $166K | +$28.2K | +1,576 | +21% |
|
|
10
Morgan Stanley
New York
| $16K | -$11.7K | -651 | -42% |
|
|
VKH
11
Virtu KCG Holdings
New York
| – | -$248K | -14,479 | Closed |
|
HFXI Hedge Fund Activity: Q3 2016 in Review
10 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2016, worth a combined $154M — up 27% from $121M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of HFXI and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was New York Life Investment Management, adding an estimated $23.6M. The largest seller was Susquehanna International Group, cutting an estimated $579K.
- 10 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2016, down from 11 in Q2 2016.
- Funds reported $154M of NYLI FTSE International Equity Currency Neutral ETF stock for Q3 2016, up 27% quarter-over-quarter.
- 0 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q3 2016 and 1 closed out, a net change of -1 holder.
- The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q3 2016 was New York Life Investment Management, an estimated $23.6M added.
- The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q3 2016 was Susquehanna International Group, an estimated $579K sold.
Based on aggregated 13F filings for Q3 2016.