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NYLI FTSE International Equity Currency Neutral ETF

68 hedge funds and large institutions have $637M invested in NYLI FTSE International Equity Currency Neutral ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

95% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $481M → $637M (+$155M)

5% more ownership

Funds ownership: 75.16%80.16% (+5%)

1% more funds holding

Funds holding: 6768 (+1)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
4
Increased
37
Reduced
19
Closed
1
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
$115M +$371K +13,772 +0.3%
Ameriprise
2
Ameriprise
Minnesota
$108M +$59.8M +2,219,391 +132%
Morgan Stanley
3
Morgan Stanley
New York
$90.7M +$21.1M +781,642 +31%
UBS Group
4
UBS Group
Switzerland
$42M -$707K -26,224 -2%
SA
5
Sanctuary Advisors
Indiana
$37.5M +$37.5M +1,391,454 +6,635%
Bank of America
6
Bank of America
North Carolina
$35.9M +$3.92M +145,397 +13%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$31.5M +$960K +35,600 +3%
LPL Financial
8
LPL Financial
California
$28.5M +$2.52M +93,607 +10%
FZCM
9
Flynn Zito Capital Management
New York
$16.6M +$159K +5,903 +1%
Cerity Partners
10
Cerity Partners
New York
$11.8M +$2.45M +90,939 +27%
MAC
11
Mason & Associates (California)
California
$11M +$4.69M +174,123 +78%
RJA
12
Raymond James & Associates
Florida
$7.4M +$87.8K +3,257 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.87M +$162K +6,000 +2%
GIA
14
Gladstone Institutional Advisory
Florida
$6.76M -$64.6K -2,398 -1%
TFGT
15
TS Financial Group (TSFG)
Illinois
$6.54M +$441K +16,358 +7%
AWM
16
Aspire Wealth Management
Massachusetts
$6.21M +$1.14M +42,278 +23%
SL
17
Systelligence LLC
Minnesota
$5.75M +$5.61M +208,064 New
CIA
18
Concurrent Investment Advisors
Florida
$5.23M +$100K +3,718 +2%
MSA
19
Marino Stram & Associates
Massachusetts
$5.01M +$142K +5,259 +3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$4.92M -$2.32M -86,213 -33%
CWM
21
Cornerstone Wealth Management
Missouri
$4.92M +$198K +7,357 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.82M -$15.8K -586 -0.4%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.57M +$702K +26,023 +25%
EH
24
Equitable Holdings
New York
$2.68M +$133K +4,925 +5%
Jane Street
25
Jane Street
New York
$2.31M +$1.88M +69,582 +497%

HFXI Hedge Fund Activity: Q3 2024 in Review

68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q3 2024, worth a combined $637M — up 32% from $481M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HFXI positions and 1 closed out — a net gain of 3 holders — while 37 added to existing stakes and 19 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.94M.

  • 68 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q3 2024, up from 67 in Q2 2024.
  • Funds reported $637M of NYLI FTSE International Equity Currency Neutral ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 4 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q3 2024 was Ameriprise, an estimated $59.8M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2024.