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NYLI FTSE International Equity Currency Neutral ETF

82 hedge funds and large institutions have $798M invested in NYLI FTSE International Equity Currency Neutral ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 8082 (+2)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

4% less capital invested

Capital invested by funds: $831M → $798M (-$32.8M)

4.57% less ownership

Funds ownership: 82.39%77.82% (-4.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
30
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$114M -$45.5M -1,612,333 -29%
Morgan Stanley
2
Morgan Stanley
New York
$113M +$2.41M +85,137 +2%
NYLIM
3
New York Life Investment Management
New York
$103M -$5.11M -180,832 -5%
Bank of America
4
Bank of America
North Carolina
$81.5M +$223K +7,886 +0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$61.3M +$2.69M +95,122 +5%
Mariner
6
Mariner
Kansas
$48.7M +$823K +29,117 +2%
UBS Group
7
UBS Group
Switzerland
$41.6M -$141K -4,987 -0.4%
LPL Financial
8
LPL Financial
California
$33.4M +$6.11M +216,400 +24%
FZCM
9
Flynn Zito Capital Management
New York
$20.9M +$174K +6,146 +0.9%
Cerity Partners
10
Cerity Partners
New York
$16.1M -$1.7M -60,161 -10%
FFA
11
Farther Finance Advisors
California
$14.2M +$3.14M +111,311 +30%
MAC
12
Mason & Associates (California)
California
$12.9M +$65.9K +2,333 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.7M -$59.5K -2,106 -0.6%
LWMNY
14
Landmark Wealth Management (New York)
New York
$9.78M +$29.5K +1,044 +0.3%
SA
15
Sanctuary Advisors
Indiana
$9.44M -$37.1M -1,313,981 -80%
GIA
16
Gladstone Institutional Advisory
Florida
$7.71M +$127K +4,480 +2%
MSA
17
Marino Stram & Associates
Massachusetts
$6.66M +$1.7M +60,113 +36%
CIA
18
Concurrent Investment Advisors
Florida
$6.56M +$200K +7,066 +3%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$5.89M +$5.61M +198,657 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.59M +$919K +32,517 +21%
CWM
21
Cornerstone Wealth Management
Missouri
$5.53M +$90.1K +3,189 +2%
FTUS
22
Flow Traders U.S.
New York
$5.26M +$5.04M +178,497 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.17M +$1.61M +56,975 +48%
Citadel Advisors
24
Citadel Advisors
Florida
$3.98M +$3.47M +122,925 +1,013%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.97M -$1.41M -49,952 -27%

HFXI Hedge Fund Activity: Q2 2025 in Review

82 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) for Q2 2025, worth a combined $798M — down 3.9% from $831M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HFXI positions and 12 closed out — a net gain of 3 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.11M. The largest seller was Ameriprise, cutting an estimated $45.5M.

  • 82 institutional investors held NYLI FTSE International Equity Currency Neutral ETF (HFXI) as of Q2 2025, up from 80 in Q1 2025.
  • Funds reported $798M of NYLI FTSE International Equity Currency Neutral ETF stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 15 funds opened new NYLI FTSE International Equity Currency Neutral ETF positions in Q2 2025 and 12 closed out, a net change of +3 holders.
  • The largest NYLI FTSE International Equity Currency Neutral ETF buyer in Q2 2025 was LPL Financial, an estimated $6.11M added.
  • The largest NYLI FTSE International Equity Currency Neutral ETF seller in Q2 2025 was Ameriprise, an estimated $45.5M sold.

Based on aggregated 13F filings for Q2 2025.