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NYLI FTSE International Equity Currency Neutral ETF

37 hedge funds and large institutions have $277M invested in NYLI FTSE International Equity Currency Neutral ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 3037 (+7)

0.31% more ownership

Funds ownership: 87.5%87.81% (+0.31%)

0% more capital invested

Capital invested by funds: $276M → $277M (+$412K)

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
15
Reduced
7
Closed
1
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
$154M -$1.59M -63,228 -1%
UBS Group
2
UBS Group
Switzerland
$29.2M +$1.09M +43,595 +4%
Bank of America
3
Bank of America
North Carolina
$21M +$7.02K +280 +0%
Morgan Stanley
4
Morgan Stanley
New York
$18.8M -$1.8M -71,829 -9%
AC
5
Avestar Capital
New York
$11.2M +$1.53M +60,891 +15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.74M +$702K +27,987 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.26M +$206K +8,198 +4%
TCWA
8
Ten Capital Wealth Advisors
Washington
$4.7M +$117K +4,675 +2%
CA
9
Cetera Advisors
Colorado
$4.17M +$1.62M +64,616 +61%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.61M +$20.7K +826 +0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.34M -$607K -24,215 -15%
WMG
12
WESCAP Management Group
California
$2.22M -$92K -3,671 -4%
CTFG
13
Capstone Triton Financial Group
Oklahoma
$1.94M +$385K +15,349 +25%
LPL Financial
14
LPL Financial
California
$1.7M +$158K +6,296 +10%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.11M +$1.14M +45,519 New
RJA
16
Raymond James & Associates
Florida
$816K +$1.8K +72 +0.2%
EH
17
Equitable Holdings
New York
$675K +$60.4K +2,408 +10%
DADC
18
D.A. Davidson & Co
Montana
$536K +$550K +21,938 New
MCA
19
Magnolia Capital Advisors
Mississippi
$510K +$524K +20,894 New
LPT
20
Legacy Private Trust
Wisconsin
$474K -$52.1K -2,077 -10%
GFP
21
Gryphon Financial Partners
Ohio
$433K +$444K +17,720 New
CWA
22
Capital Wealth Alliance
Arizona
$411K +$15.5K +619 +4%
SWM
23
Spire Wealth Management
Virginia
$369K
PAG
24
Private Advisor Group
New Jersey
$363K +$14K +560 +4%
Jane Street
25
Jane Street
New York
$352K +$362K +14,426 New

HFXI Hedge Fund Activity: Q3 2021 in Review

37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2021, worth a combined $277M — up 0.15% from $276M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HFXI positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $1.62M. The largest seller was Morgan Stanley, cutting an estimated $1.8M.

  • 37 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2021, up from 30 in Q2 2021.
  • Funds reported $277M of NYLI FTSE International Equity Currency Neutral ETF stock for Q3 2021, up 0.15% quarter-over-quarter.
  • 8 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q3 2021 and 1 closed out, a net change of +7 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q3 2021 was Cetera Advisors, an estimated $1.62M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q3 2021 was Morgan Stanley, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2021.