We are live on ! Find out more
HFXI icon

NYLI FTSE International Equity Currency Neutral ETF

34 hedge funds and large institutions have $267M invested in NYLI FTSE International Equity Currency Neutral ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $246M → $267M (+$21.4M)

3% more funds holding

Funds holding: 3334 (+1)

2.49% more ownership

Funds ownership: 86.13%88.62% (+2.5%)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
12
Reduced
10
Closed
6
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
$118M -$5.73M -251,982 -5%
UBS Group
2
UBS Group
Switzerland
$41.8M +$2.29M +100,504 +6%
Morgan Stanley
3
Morgan Stanley
New York
$13.7M -$10.4M -458,467 -44%
Ameriprise
4
Ameriprise
Minnesota
$13M -$17.6M -775,200 -58%
LPL Financial
5
LPL Financial
California
$11.1M +$2.12M +93,182 +24%
Bank of America
6
Bank of America
North Carolina
$9.2M +$1.46M +64,013 +19%
Jane Street
7
Jane Street
New York
$8.82M +$7.84M +344,657 +914%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.9M +$872K +38,340 +13%
RJA
9
Raymond James & Associates
Florida
$7.88M +$4.44M +195,177 +133%
WAS
10
WESPAC Advisors SoCal
California
$7.17M +$7.08M +310,995 New
FZCM
11
Flynn Zito Capital Management
New York
$6.69M +$6.6M +289,928 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.68M +$3.52M +154,515 +115%
TCWA
13
Ten Capital Wealth Advisors
Washington
$3.08M -$9.35K -411 -0.3%
Citadel Advisors
14
Citadel Advisors
Florida
$2.6M +$1.94M +85,288 +313%
WMG
15
WESCAP Management Group
California
$1.99M
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.33M +$1.31M +57,383 New
TFS
17
Thoroughbred Financial Services
Tennessee
$1.24M +$216K +9,480 +21%
RWM
18
Revisor Wealth Management
Ohio
$1.04M +$1.02M +44,957 New
EH
19
Equitable Holdings
New York
$835K -$2.39K -105 -0.3%
KA
20
Kovack Advisors
Florida
$697K +$687K +30,205 New
LPAM
21
Lodestar Private Asset Management
California
$601K -$4.21K -185 -0.7%
PAG
22
Private Advisor Group
New Jersey
$587K -$17.7K -776 -3%
DADC
23
D.A. Davidson & Co
Montana
$521K -$90.3K -3,971 -15%
SPIA
24
Steward Partners Investment Advisory
New York
$515K +$33.3K +1,464 +7%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$267K

HFXI Hedge Fund Activity: Q1 2023 in Review

34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q1 2023, worth a combined $267M — up 8.7% from $246M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HFXI positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $7.84M. The largest seller was Ameriprise, cutting an estimated $17.6M.

  • 34 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q1 2023, up from 33 in Q4 2022.
  • Funds reported $267M of NYLI FTSE International Equity Currency Neutral ETF stock for Q1 2023, up 8.7% quarter-over-quarter.
  • 7 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q1 2023 and 6 closed out, a net change of +1 holder.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q1 2023 was Jane Street, an estimated $7.84M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q1 2023 was Ameriprise, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.