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NYLI FTSE International Equity Currency Neutral ETF
HFXI

Overview Fund Activity

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
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
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$45M
2
TFGT
TS Financial Group (TSFG)
Illinois
$5.88M
3
UBS Group
UBS Group
Switzerland
$41.3M
4
Bank of America
Bank of America
North Carolina
$30.8M
5
Cerity Partners
Cerity Partners
New York
$8.98M

Top Sellers

1
WAS
WESPAC Advisors SoCal
California
$0
2
NYLIM
New York Life Investment Management
New York
$110M
3
Morgan Stanley
Morgan Stanley
New York
$66.8M
4
Wells Fargo
Wells Fargo
California
$10.4K
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
1
New York Life Investment Management
New York
$110M -$8.1M -303,296 -7%
Morgan Stanley
2
Morgan Stanley
New York
$66.8M -$7.95M -297,596 -11%
Ameriprise
3
Ameriprise
Minnesota
$45M +$17.4M +650,640 +63%
UBS Group
4
UBS Group
Switzerland
$41.3M +$5.41M +202,516 +15%
Bank of America
5
Bank of America
North Carolina
$30.8M +$5.03M +188,412 +19%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29.4M +$2.32M +86,816 +9%
LPL Financial
7
LPL Financial
California
$25M +$3.35M +125,615 +16%
FZCM
8
Flynn Zito Capital Management
New York
$15.9M +$99.4K +3,721 +0.6%
Cerity Partners
9
Cerity Partners
New York
$8.98M +$3.71M +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 +$173K +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 -$217K -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 +$5.88M +220,160 +119,005%
VW
16
Veridan Wealth
Oregon
$5.07M +$5.07M +172,081 New
CIA
17
Concurrent Investment Advisors
Florida
$4.96M +$994K +37,225 +25%
AWM
18
Aspire Wealth Management
Massachusetts
$4.87M +$2.69M +100,760 +123%
MSA
19
Marino Stram & Associates
Massachusetts
$4.7M +$60.6K +2,270 +1%
CWM
20
Cornerstone Wealth Management
Missouri
$4.55M +$163K +6,105 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.82M +$617K +23,122 +19%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.71M +$1.52M +56,988 +70%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.76M -$1.95M -72,998 -41%
EH
24
Equitable Holdings
New York
$2.45M +$175K +6,553 +8%
WAG
25
Wiser Advisor Group
Arizona
$2.26M +$8.06K +302 +0.4%
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