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NYLI FTSE International Equity Currency Neutral ETF

36 hedge funds and large institutions have $198M invested in NYLI FTSE International Equity Currency Neutral ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3536 (+1)

1.69% less ownership

Funds ownership: 86.49%84.8% (-1.7%)

21% less capital invested

Capital invested by funds: $251M → $198M (-$52.7M)

67% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
7
Reduced
21
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
$119M -$12.6M -561,191 -9%
UBS Group
2
UBS Group
Switzerland
$28.9M +$1.5M +66,832 +5%
Morgan Stanley
3
Morgan Stanley
New York
$7.84M -$4.7M -209,880 -36%
Bank of America
4
Bank of America
North Carolina
$6.55M -$677K -30,239 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M -$16.8K -751 -0.3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.69M -$2.91M -130,078 -32%
LPL Financial
7
LPL Financial
California
$3.93M +$2.63M +117,316 +165%
Jane Street
8
Jane Street
New York
$3.3M -$4.77M -212,907 -57%
TCWA
9
Ten Capital Wealth Advisors
Washington
$3.17M -$263K -11,733 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.79M -$101K -4,515 -3%
WMG
11
WESCAP Management Group
California
$1.83M -$67.6K -3,016 -3%
CA
12
Cetera Advisors
Colorado
$1.41M -$301K -13,419 -17%
Ameriprise
13
Ameriprise
Minnesota
$1.37M +$46.3K +2,065 +3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$840K -$846K -37,792 -48%
EH
15
Equitable Holdings
New York
$756K -$2.4K -107 -0.3%
OMC
16
Old Mission Capital
Illinois
$616K +$660K +29,479 New
FTUS
17
Flow Traders U.S.
New York
$610K +$655K +29,231 New
RJA
18
Raymond James & Associates
Florida
$557K +$19.9K +890 +3%
DADC
19
D.A. Davidson & Co
Montana
$550K
PAG
20
Private Advisor Group
New Jersey
$515K +$80.9K +3,613 +17%
GFP
21
Gryphon Financial Partners
Ohio
$497K -$101K -4,505 -16%
CWA
22
Capital Wealth Alliance
Arizona
$419K -$1.68K -75 -0.4%
Wells Fargo
23
Wells Fargo
California
$370K +$3.58K +160 +0.9%
KAS
24
Kestra Advisory Services
Texas
$336K -$32.6K -1,454 -8%
SPIA
25
Steward Partners Investment Advisory
New York
$174K +$148K +6,593 +383%

HFXI Hedge Fund Activity: Q2 2022 in Review

36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q2 2022, worth a combined $198M — down 21% from $251M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HFXI positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.63M. The largest seller was New York Life Investment Management, cutting an estimated $12.6M.

  • 36 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q2 2022, up from 35 in Q1 2022.
  • Funds reported $198M of NYLI FTSE International Equity Currency Neutral ETF stock for Q2 2022, down 21% quarter-over-quarter.
  • 4 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q2 2022 and 3 closed out, a net change of +1 holder.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q2 2022 was LPL Financial, an estimated $2.63M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q2 2022 was New York Life Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2022.