NYLIM FTSE International Equity Currency Neutral ETF
HFXI
25 hedge funds and large institutions have $248M invested in NYLIM FTSE International Equity Currency Neutral ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more funds holding
Funds holding: 22 → 25 (+3)
1.42% less ownership
Funds ownership: 91.42% → 90.01% (-1.4%)
14% less capital invested
Capital invested by funds: $290M → $248M (-$41.9M)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$12.8M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.62M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.28M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$545K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$59.1M |
| 2 |
Morgan Stanley
New York
|
-$2.96M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$820K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$382K |
| 5 |
AC
Avestar Capital
New York
|
-$349K |
HFXI Hedge Fund Activity: Q2 2019 in Review
25 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in NYLIM FTSE International Equity Currency Neutral ETF (HFXI) for Q2 2019, worth a combined $248M — down 14% from $290M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HFXI positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.
The largest buyer was Bogart Wealth LLC, opening a new position worth an estimated $12.8M. The largest seller was New York Life Investment Management, cutting an estimated $59.1M.
- 25 institutional investors held NYLIM FTSE International Equity Currency Neutral ETF (HFXI) as of Q2 2019, up from 22 in Q1 2019.
- Funds reported $248M of NYLIM FTSE International Equity Currency Neutral ETF stock for Q2 2019, down 14% quarter-over-quarter.
- 4 funds opened new NYLIM FTSE International Equity Currency Neutral ETF positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest NYLIM FTSE International Equity Currency Neutral ETF buyer in Q2 2019 was Bogart Wealth LLC, an estimated $12.8M added.
- The largest NYLIM FTSE International Equity Currency Neutral ETF seller in Q2 2019 was New York Life Investment Management, an estimated $59.1M sold.
Based on aggregated 13F filings for Q2 2019.