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NYLI FTSE International Equity Currency Neutral ETF

21 hedge funds and large institutions have $391M invested in NYLI FTSE International Equity Currency Neutral ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

35% more capital invested

Capital invested by funds: $289M → $391M (+$102M)

17% more funds holding

Funds holding: 1821 (+3)

0.61% more ownership

Funds ownership: 93.35%93.96% (+0.61%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
13
Reduced
3
Closed
2
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
$334M +$111M +5,174,018 +50%
CAN
2
Cetera Advisor Networks
California
$13.5M -$199K -9,335 -1%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M +$2.67M +124,960 +28%
UBS Group
4
UBS Group
Switzerland
$10.4M +$12.4K +580 +0.1%
Bank of America
5
Bank of America
North Carolina
$8.92M +$969K +45,364 +12%
LPL Financial
6
LPL Financial
California
$1.98M +$358K +16,741 +22%
Jane Street
7
Jane Street
New York
$1.86M +$1.32M +61,569 +255%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.54M +$127K +5,961 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.39M +$535K +25,027 +64%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.25M +$1.06M +49,502 +609%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.09M +$75.6K +3,536 +8%
Citigroup
12
Citigroup
New York
$744K +$173K +8,074 +31%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$457K +$15.8K +739 +4%
RJA
14
Raymond James & Associates
Florida
$313K +$309K +14,440 New
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$283K +$270K +12,640 New
PAG
16
Private Advisor Group
New Jersey
$227K -$131K -6,152 -38%
IA
17
IFP Advisors
Florida
$182K -$17.5K -817 -9%
AG
18
Advisor Group
Arizona
$85K +$12.6K +590 +18%
SWP
19
Stratos Wealth Partners
Ohio
$56K +$55.6K +2,601 New
WA
20
Winfield Associates
Ohio
$6K +$5.34K +250 New
TRCT
21
Tower Research Capital (TRC)
New York
$2K +$2.03K +95 New
NYLIC
22
New York Life Insurance Company
New York
-$27.8M -1,336,945 Closed
VF
23
Virtu Financial
New York
-$1.28M -61,457 Closed

HFXI Hedge Fund Activity: Q4 2017 in Review

21 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q4 2017, worth a combined $391M — up 35% from $289M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HFXI positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $111M. The largest seller was New York Life Insurance Company, exiting entirely with an estimated $27.8M sold.

  • 21 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $391M of NYLI FTSE International Equity Currency Neutral ETF stock for Q4 2017, up 35% quarter-over-quarter.
  • 5 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q4 2017 and 2 closed out, a net change of +3 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q4 2017 was New York Life Investment Management, an estimated $111M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q4 2017 was New York Life Insurance Company, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2017.