Who Owns HFXI?
NYLI FTSE International Equity Currency Neutral ETF — Institutional Ownership & 13F Holdings
$35.35
-0.15 (-0.41%)
Market Cap
$1.2B
Shares Outstanding
38,591,525
Institutional Holders
80
Total Inst. Value
$581.1M
% of Float Held
—
QoQ Holder Change
+39
Institutional data as of Q1 2025
New Positions
18
Closed Positions
6
Increased
36
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $151.1M | 5,490,734 |
| 2 | MORGAN STANLEY | $103.6M | 3,765,182 |
| 3 | BANK OF AMERICA CORP /DE/ | $75.8M | 2,756,126 |
| 4 | RAYMOND JAMES FINANCIAL INC | $54.7M | 1,986,335 |
| 5 | UBS Group AG | $39.0M | 1,417,062 |
| 6 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $19.4M | 704,192 |
| 7 | JANE STREET GROUP, LLC | $13.1M | 477,622 |
| 8 | Mason & Associates IncNew | $12.0M | 436,689 |
| 9 | Farther Finance Advisors, LLC | $10.2M | 369,966 |
| 10 | ROYAL BANK OF CANADA | $10.0M | 365,063 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +320K | $151.1M |
| MORGAN STANLEY | +445K | $103.6M |
| BANK OF AMERICA CORP /DE/ | +1.4M | $75.8M |
| RAYMOND JAMES FINANCIAL INC | +79K | $54.7M |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | +73K | $19.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | -503K | $101K |
| LPL Financial LLC | -230K | $25K |
| Kovack Advisors, Inc. | -49K | $222K |
| CITADEL ADVISORS LLC | -17K | $334K |
| MARINO, STRAM & ASSOCIATES LLC | -17K | $4.6M |
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Frequently Asked Questions
How many institutional investors hold HFXI?
As of Q1 2025, 80 institutional investors report holding HFXI (NYLI FTSE International Equity Currency Neutral ETF) in their 13F filings.
Which hedge fund owns the most HFXI?
The largest institutional holder of HFXI is AMERIPRISE FINANCIAL INC with $151.1M in shares.
Are institutions buying or selling HFXI?
This quarter, 18 institutions opened new positions in HFXI and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.