We are live on ! Find out more
HFXI icon

NYLI FTSE International Equity Currency Neutral ETF

37 hedge funds and large institutions have $226M invested in NYLI FTSE International Equity Currency Neutral ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

37% more funds holding

Funds holding: 2737 (+10)

33% more capital invested

Capital invested by funds: $170M → $226M (+$56M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

4.19% less ownership

Funds ownership: 84.71%80.52% (-4.2%)

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
11
Reduced
12
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
$116M
Morgan Stanley
2
Morgan Stanley
New York
$29.4M +$18.6M +880,772 +186%
Bank of America
3
Bank of America
North Carolina
$26.2M +$12.1M +573,669 +90%
UBS Group
4
UBS Group
Switzerland
$15.6M +$11M +519,537 +262%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.69M +$618K +29,336 +13%
CA
6
Cetera Advisors
Colorado
$4.38M +$3.98M +188,904 +1,486%
WMG
7
WESCAP Management Group
California
$3.01M -$485 -23 -0%
LPL Financial
8
LPL Financial
California
$2.79M +$39.8K +1,890 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.78M -$299K -14,201 -10%
Citadel Advisors
10
Citadel Advisors
Florida
$2.46M +$1.5M +71,245 +170%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.4M +$366K +17,381 +19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.4M +$990K +46,975 +74%
Ameriprise
13
Ameriprise
Minnesota
$2.37M +$2.29M +108,853 New
AC
14
Avestar Capital
New York
$2.02M -$143K -6,779 -7%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$1.07M -$66.6K -3,158 -6%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$1.02M
APW
17
Aurora Private Wealth
New Jersey
$931K +$903K +42,850 New
PAG
18
Private Advisor Group
New Jersey
$672K -$78.7K -3,733 -11%
Wells Fargo
19
Wells Fargo
California
$571K +$11.7K +553 +2%
RJA
20
Raymond James & Associates
Florida
$454K -$286K -13,552 -39%
Stifel Financial
21
Stifel Financial
Missouri
$422K +$413K +19,579 New
Citigroup
22
Citigroup
New York
$376K -$4.22K -200 -1%
EH
23
Equitable Holdings
New York
$354K +$344K +16,300 New
CAN
24
Cetera Advisor Networks
California
$330K -$122K -5,781 -28%
MML Investors Services
25
MML Investors Services
Massachusetts
$265K +$257K +12,188 New

HFXI Hedge Fund Activity: Q4 2019 in Review

37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q4 2019, worth a combined $226M — up 33% from $170M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HFXI positions and 2 closed out — a net gain of 10 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Jane Street, exiting entirely with an estimated $1.8M sold.

  • 37 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q4 2019, up from 27 in Q3 2019.
  • Funds reported $226M of NYLI FTSE International Equity Currency Neutral ETF stock for Q4 2019, up 33% quarter-over-quarter.
  • 12 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q4 2019 and 2 closed out, a net change of +10 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q4 2019 was Morgan Stanley, an estimated $18.6M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q4 2019 was Jane Street, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2019.