NYLIM FTSE International Equity Currency Neutral ETF
HFXI
45 hedge funds and large institutions have $338M invested in NYLIM FTSE International Equity Currency Neutral ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 2 closing their positions.
257% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 7
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
10% more capital invested
Capital invested by funds: $309M → $338M (+$29.3M)
5% more funds holding
Funds holding: 43 → 45 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.35% less ownership
Funds ownership: 85.58% → 83.23% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.7M |
| 2 |
Jane Street
New York
|
+$7.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.88M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.64M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.25M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$627K |
| 3 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$611K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$305K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$93K |
HFXI Hedge Fund Activity: Q3 2023 in Review
45 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in NYLIM FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2023, worth a combined $338M — up 9.5% from $309M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HFXI positions and 2 closed out — a net gain of 3 holders — while 25 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.7M. The largest seller was Royal Bank of Canada, cutting an estimated $2.25M.
- 45 institutional investors held NYLIM FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2023, up from 43 in Q2 2023.
- Funds reported $338M of NYLIM FTSE International Equity Currency Neutral ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
- 5 funds opened new NYLIM FTSE International Equity Currency Neutral ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest NYLIM FTSE International Equity Currency Neutral ETF buyer in Q3 2023 was Morgan Stanley, an estimated $20.7M added.
- The largest NYLIM FTSE International Equity Currency Neutral ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $2.25M sold.
Based on aggregated 13F filings for Q3 2023.