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NYLI FTSE International Equity Currency Neutral ETF
HFXI

Overview Fund Activity

57 hedge funds and large institutions have $464M invested in NYLI FTSE International Equity Currency Neutral ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
18
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$125M
2
FZCM
Flynn Zito Capital Management
New York
$14.4M
3
MSA
Marino Stram & Associates
Massachusetts
$4.05M
4
Ameriprise
Ameriprise
Minnesota
$24.9M
5
Bank of America
Bank of America
North Carolina
$20.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$36.5M
2
NYLIM
New York Life Investment Management
New York
$115M
3
Jane Street
Jane Street
New York
$7.91M
4
RJA
Raymond James & Associates
Florida
$8.36M
5
RWM
Revisor Wealth Management
Ohio
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M +$81.8M +3,288,318 +191%
NYLIM
2
New York Life Investment Management
New York
$115M -$5.24M -210,832 -4%
UBS Group
3
UBS Group
Switzerland
$36.5M -$5.48M -220,423 -13%
Ameriprise
4
Ameriprise
Minnesota
$24.9M +$3.29M +132,333 +15%
Bank of America
5
Bank of America
North Carolina
$20.5M +$3.04M +122,215 +17%
LPL Financial
6
LPL Financial
California
$19.2M +$1.89M +76,084 +11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.9M +$1.84M +74,178 +13%
FZCM
8
Flynn Zito Capital Management
New York
$14.4M +$4.26M +171,186 +42%
WAS
9
WESPAC Advisors SoCal
California
$12.9M -$677K -27,215 -5%
RJA
10
Raymond James & Associates
Florida
$8.36M -$1.5M -60,291 -15%
Jane Street
11
Jane Street
New York
$7.91M -$4.49M -180,422 -36%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$6.49M +$2.8M +112,436 +76%
GIA
13
Gladstone Institutional Advisory
Florida
$6.46M -$10.9K -437 -0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.16M +$580K +23,329 +10%
MSA
15
Marino Stram & Associates
Massachusetts
$4.05M +$4.05M +163,039 New
CWM
16
Cornerstone Wealth Management
Missouri
$3.83M -$57.9K -2,330 -1%
CIA
17
Concurrent Investment Advisors
Florida
$3.55M +$3.55M +142,656 New
WC
18
Waterloo Capital
Texas
$2.96M +$2.96M +119,128 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.83M -$69.7K -2,803 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.6M +$473K +18,996 +22%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.49M +$2.49M +100,571 New
WMG
22
WESCAP Management Group
California
$2.12M -$13.7K -552 -0.6%
WAG
23
Wiser Advisor Group
Arizona
$2.1M +$2.1M +84,529 New
EH
24
Equitable Holdings
New York
$1.99M +$167K +6,708 +9%
PAG
25
Private Advisor Group
New Jersey
$1.92M +$246K +9,879 +15%
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