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NYLI FTSE International Equity Currency Neutral ETF

18 hedge funds and large institutions have $289M invested in NYLI FTSE International Equity Currency Neutral ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

20% more funds holding

Funds holding: 1518 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $290M → $289M (-$1.32M)

2.12% less ownership

Funds ownership: 95.47%93.35% (-2.1%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
10
Reduced
4
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
$213M -$23.1M -1,128,986 -10%
NYLIC
2
New York Life Insurance Company
New York
$27.8M
CAN
3
Cetera Advisor Networks
California
$13.1M -$44.2K -2,162 -0.3%
UBS Group
4
UBS Group
Switzerland
$9.97M +$5.91M +288,830 +151%
Morgan Stanley
5
Morgan Stanley
New York
$9.34M +$4.08M +199,266 +80%
Bank of America
6
Bank of America
North Carolina
$7.62M +$891K +43,524 +13%
LPL Financial
7
LPL Financial
California
$1.55M +$148K +7,240 +11%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.35M +$1.33M +65,067 New
VF
9
Virtu Financial
New York
$1.28M +$1.26M +61,457 New
MML Investors Services
10
MML Investors Services
Massachusetts
$976K +$233K +11,373 +32%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$816K +$139K +6,808 +21%
Citigroup
12
Citigroup
New York
$547K +$213K +10,414 +66%
Jane Street
13
Jane Street
New York
$502K -$1.86M -91,053 -79%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$424K +$34.3K +1,676 +9%
PAG
15
Private Advisor Group
New Jersey
$344K +$335K +16,374 New
IA
16
IFP Advisors
Florida
$192K -$9K -440 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$169K +$69.5K +3,397 +72%
AG
18
Advisor Group
Arizona
$70K +$3.09K +151 +5%

HFXI Hedge Fund Activity: Q3 2017 in Review

18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2017, worth a combined $289M — down 0.45% from $290M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HFXI positions and 0 closed out — a net gain of 3 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $5.91M. The largest seller was New York Life Investment Management, cutting an estimated $23.1M.

  • 18 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2017, up from 15 in Q2 2017.
  • Funds reported $289M of NYLI FTSE International Equity Currency Neutral ETF stock for Q3 2017, down 0.45% quarter-over-quarter.
  • 3 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q3 2017 and 0 closed out, a net change of +3 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q3 2017 was UBS Group, an estimated $5.91M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q3 2017 was New York Life Investment Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2017.