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NYLI FTSE International Equity Currency Neutral ETF

34 hedge funds and large institutions have $279M invested in NYLI FTSE International Equity Currency Neutral ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $277M → $279M (+$2.12M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1.52% less ownership

Funds ownership: 87.81%86.29% (-1.5%)

8% less funds holding

Funds holding: 3734 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
Increased
13
Reduced
13
Closed
3
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
$158M +$506K +20,339 +0.3%
UBS Group
2
UBS Group
Switzerland
$30.4M +$386K +15,503 +1%
Bank of America
3
Bank of America
North Carolina
$19.7M -$1.8M -72,400 -8%
Morgan Stanley
4
Morgan Stanley
New York
$16.9M -$2.44M -98,019 -13%
AC
5
Avestar Capital
New York
$12M +$492K +19,757 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.17M -$792K -31,798 -9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.38M +$976K +39,183 +18%
TCWA
8
Ten Capital Wealth Advisors
Washington
$4.79M -$27.2K -1,094 -0.6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.48M -$219K -8,781 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.45M +$29.8K +1,197 +0.9%
WMG
11
WESCAP Management Group
California
$2.28M -$423 -17 -0%
CA
12
Cetera Advisors
Colorado
$2.25M -$2.01M -80,760 -47%
LPL Financial
13
LPL Financial
California
$2.09M +$343K +13,757 +20%
Ameriprise
14
Ameriprise
Minnesota
$1.55M +$1.19M +47,800 +342%
GFP
15
Gryphon Financial Partners
Ohio
$1.14M +$695K +27,916 +158%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$879K -$260K -10,426 -23%
RJA
17
Raymond James & Associates
Florida
$828K -$9.16K -368 -1%
EH
18
Equitable Holdings
New York
$791K +$98.4K +3,952 +14%
DADC
19
D.A. Davidson & Co
Montana
$660K +$110K +4,404 +20%
MCA
20
Magnolia Capital Advisors
Mississippi
$523K
LPT
21
Legacy Private Trust
Wisconsin
$440K -$45.7K -1,834 -9%
PAG
22
Private Advisor Group
New Jersey
$429K +$56.1K +2,252 +15%
CWA
23
Capital Wealth Alliance
Arizona
$417K +$3.96K +159 +1%
Wells Fargo
24
Wells Fargo
California
$394K +$80.7K +3,242 +26%
SWM
25
Spire Wealth Management
Virginia
$378K

HFXI Hedge Fund Activity: Q4 2021 in Review

34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q4 2021, worth a combined $279M — up 0.76% from $277M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of HFXI and 0 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Ameriprise, adding an estimated $1.19M. The largest seller was Morgan Stanley, cutting an estimated $2.44M.

  • 34 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q4 2021, down from 37 in Q3 2021.
  • Funds reported $279M of NYLI FTSE International Equity Currency Neutral ETF stock for Q4 2021, up 0.76% quarter-over-quarter.
  • 0 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q4 2021 and 3 closed out, a net change of -3 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q4 2021 was Ameriprise, an estimated $1.19M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q4 2021 was Morgan Stanley, an estimated $2.44M sold.

Based on aggregated 13F filings for Q4 2021.