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NYLI FTSE International Equity Currency Neutral ETF

14 hedge funds and large institutions have $191M invested in NYLI FTSE International Equity Currency Neutral ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

40% more funds holding

Funds holding: 1014 (+4)

25% more capital invested

Capital invested by funds: $153M → $191M (+$38.3M)

2.07% more ownership

Funds ownership: 92.55%94.62% (+2.1%)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
6
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$135M -$2.72M -143,928 -2%
NYLIC
2
New York Life Insurance Company
New York
$25.8M +$25.3M +1,336,945 New
CAN
3
Cetera Advisor Networks
California
$11.9M +$51.5K +2,729 +0.4%
Bank of America
4
Bank of America
North Carolina
$9.48M +$370K +19,584 +4%
Morgan Stanley
5
Morgan Stanley
New York
$3.25M +$2.72M +143,843 +582%
UBS Group
6
UBS Group
Switzerland
$1.79M +$725K +38,368 +71%
AG
7
Advisor Group
Arizona
$1.49M +$1.46M +77,218 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$506K +$82.1K +4,344 +20%
VKH
9
Virtu KCG Holdings
New York
$470K -$228K -12,054 -33%
Jane Street
10
Jane Street
New York
$315K -$148K -7,840 -32%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$224K +$219K +11,601 New
LPL Financial
12
LPL Financial
California
$197K +$192K +10,148 New
IA
13
IFP Advisors
Florida
$186K +$2.04K +108 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22K +$21.1K +1,115 New

HFXI Hedge Fund Activity: Q1 2017 in Review

14 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q1 2017, worth a combined $191M — up 25% from $153M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HFXI positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.72M. The largest seller was New York Life Investment Management, cutting an estimated $2.72M.

  • 14 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q1 2017, up from 10 in Q4 2016.
  • Funds reported $191M of NYLI FTSE International Equity Currency Neutral ETF stock for Q1 2017, up 25% quarter-over-quarter.
  • 5 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q1 2017 was Morgan Stanley, an estimated $2.72M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q1 2017 was New York Life Investment Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2017.