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NYLI FTSE International Equity Currency Neutral ETF

67 hedge funds and large institutions have $481M invested in NYLI FTSE International Equity Currency Neutral ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

10% more funds holding

Funds holding: 6167 (+6)

5% more capital invested

Capital invested by funds: $457M → $481M (+$24.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6.48% less ownership

Funds ownership: 81.63%75.16% (-6.5%)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
30
Reduced
13
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
$110M -$8.13M -303,296 -7%
Morgan Stanley
2
Morgan Stanley
New York
$66.8M -$7.97M -297,596 -11%
Ameriprise
3
Ameriprise
Minnesota
$45M +$17.4M +650,640 +63%
UBS Group
4
UBS Group
Switzerland
$41.3M +$5.43M +202,516 +15%
Bank of America
5
Bank of America
North Carolina
$30.8M +$5.05M +188,412 +19%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29.4M +$2.33M +86,816 +9%
LPL Financial
7
LPL Financial
California
$25M +$3.37M +125,615 +16%
FZCM
8
Flynn Zito Capital Management
New York
$15.9M +$99.7K +3,721 +0.6%
Cerity Partners
9
Cerity Partners
New York
$8.98M +$3.73M +139,058 +71%
RJA
10
Raymond James & Associates
Florida
$7.07M -$104K -3,881 -1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$7.05M +$174K +6,492 +3%
GIA
12
Gladstone Institutional Advisory
Florida
$6.6M -$250K -9,345 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.48M -$218K -8,129 -3%
MAC
14
Mason & Associates (California)
California
$5.99M +$1.01M +37,745 +20%
TFGT
15
TS Financial Group (TSFG)
Illinois
$5.88M +$5.9M +220,160 +119,005%
VW
16
Veridan Wealth
Oregon
$5.07M +$4.61M +172,081 New
CIA
17
Concurrent Investment Advisors
Florida
$4.96M +$997K +37,225 +25%
AWM
18
Aspire Wealth Management
Massachusetts
$4.87M +$2.7M +100,760 +123%
MSA
19
Marino Stram & Associates
Massachusetts
$4.7M +$60.8K +2,270 +1%
CWM
20
Cornerstone Wealth Management
Missouri
$4.55M +$164K +6,105 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.81M +$620K +23,122 +19%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.71M +$1.53M +56,988 +70%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.76M -$1.96M -72,998 -41%
EH
24
Equitable Holdings
New York
$2.45M +$176K +6,553 +8%
WAG
25
Wiser Advisor Group
Arizona
$2.26M +$8.09K +302 +0.4%

HFXI Hedge Fund Activity: Q2 2024 in Review

67 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q2 2024, worth a combined $481M — up 5.4% from $457M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HFXI positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $17.4M. The largest seller was WESPAC Advisors SoCal, exiting entirely with an estimated $11.9M sold.

  • 67 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q2 2024, up from 61 in Q1 2024.
  • Funds reported $481M of NYLI FTSE International Equity Currency Neutral ETF stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 13 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q2 2024 and 6 closed out, a net change of +7 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q2 2024 was Ameriprise, an estimated $17.4M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q2 2024 was WESPAC Advisors SoCal, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.