Who Owns NYLI FTSE International Equity Currency Neutral ETF (HFXI)?Hedge Fund & Institutional Holders

$33.46-0.26 (-0.77%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.43000123000104e+210T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$24.57$27.58$30.58$33.59$36.59Sep 24Jun 25Mar 26

HFXI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+3.9M+$109.7M
FLYNN ZITO CAPITAL MANAGEMENT, LLCNew Position+635K+$20.6M
Landmark Wealth Management, LLCNew Position+378K+$12.3M
Cerity Partners LLCNew Position+399K+$12.0M
Concurrent Investment Advisors, LLCNew Position+249K+$8.1M
MARINO, STRAM & ASSOCIATES LLCNew Position+247K+$8.0M
Gladstone Institutional Advisory LLCNew Position+260K+$8.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+246K+$7.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+208K+$6.9M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+185K+$6.0M
OPPENHEIMER & CO INCNew Position+105K+$3.4M
WESCAP Management Group, Inc.New Position+69K+$2.2M
Waterloo Capital, L.P.New Position+74K+$2.0M
Capital Investment Advisors, LLCNew Position+49K+$1.6M
Golden State Wealth Management, LLCNew Position+40K+$1.3M

HFXI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NEW YORK LIFE INVESTMENT MANAGEMENT LLCDecreased-260K-$108.2B
UBS Group AGDecreased-7K-$46.6B
Mason & Associates IncDecreased-19K-$20.1B
OSAIC HOLDINGS, INC.Decreased-2K-$11.3B
Equitable Holdings, Inc.Decreased-3K-$3.0B
Farther Finance Advisors, LLCDecreased-27K-$2.9B
Redwood Financial Network CorpDecreased-1K-$1.7B
CITADEL ADVISORS LLCDecreased-21K-$1.3B
Revisor Wealth Management LLCDecreased-3K-$1.1B
Fortis Group Advisors, LLCDecreased-2K-$1.0B
HighTower Advisors, LLCDecreased-2K-$992.9M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-30K-$933.2M
GGM Financials LLCDecreased-1K-$436.2M
Wealthcare Advisory Partners LLCClosed Position-8K-$256.3M
Advisory Services Network, LLCClosed Position-2K-$58.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY4,426,595$143.0M0.01%Share
2AMERIPRISE FINANCIAL INC3,794,578$123.0M0.03%Share
3NEW YORK LIFE INVESTMENT MANAGEMENT LLC3,233,142$104.0M0.90%Share
4BANK OF AMERICA CORP /DE/2,412,566$78.0M0.01%Share
5Mariner, LLC1,685,438$54.0M0.06%Share
6UBS Group AG1,496,982$48.6M0.01%Share
7LPL Financial LLC1,480,458$48.0M0.01%Share
8Sanctuary Advisors, LLC1,634,175$45.0M0.32%Share
9Sanctuary Advisors, LLC1,634,175$45.0M0.29%Share
10RAYMOND JAMES FINANCIAL INC1,318,394$42.0M0.01%Share
11RAYMOND JAMES FINANCIAL INC919,487$29.0M0.01%Share
12FLYNN ZITO CAPITAL MANAGEMENT, LLC635,114$20.6M7.37%Share
13Mason & Associates Inc631,272$20.5M3.86%Share
14BANK OF AMERICA CORP /DE/644,267$20.0M0.00%Share
15Landmark Wealth Management, LLC378,135$12.3M4.70%Share
16Cerity Partners LLC399,401$12.0M0.02%Share
17Sanctuary Advisors, LLC318,032$10.3M0.06%Share
18Sanctuary Advisors, LLC320,194$9.4M0.06%Share
19Diversify Advisory Services, LLC249,631$8.5M0.27%Share
20Concurrent Investment Advisors, LLC248,768$8.1M0.09%Share
21MARINO, STRAM & ASSOCIATES LLC246,648$8.0M1.45%Share
22Gladstone Institutional Advisory LLC260,085$8.0M0.30%Share
23ENVESTNET ASSET MANAGEMENT INC246,086$7.0M0.00%Share
24Rockefeller Capital Management L.P.244,605$7.0M0.01%Share
25OSAIC HOLDINGS, INC.230,068$7.0M0.01%Share
26WEALTH ENHANCEMENT ADVISORY SERVICES, LLC207,686$6.9M0.01%Share
27ROYAL BANK OF CANADA193,622$6.0M0.00%Share
28COMMONWEALTH EQUITY SERVICES, LLC184,968$6.0M0.01%Share
29BANK OF AMERICA CORP /DE/193,827$6.0M0.00%Share
30Veridan Wealth LLC171,163$5.6M1.87%Share
31OSAIC HOLDINGS, INC.135,270$4.0M0.01%Share
32OPPENHEIMER & CO INC105,064$3.4M0.05%Share
33KESTRA PRIVATE WEALTH SERVICES, LLC98,658$3.2M0.04%Share
34Prosperity Financial Group, Inc.98,409$3.2M1.15%Share
35Cetera Investment Advisers94,546$3.0M0.00%Share
36Equitable Holdings, Inc.93,315$3.0M0.02%Share
37MML INVESTORS SERVICES, LLC95,821$3.0M0.01%Share
38Private Advisor Group, LLC97,276$3.0M0.01%Share
39Wiser Advisor Group LLC84,343$2.7M3.13%Share
40WESCAP Management Group, Inc.69,316$2.2M0.46%Share
41Farther Finance Advisors, LLC65,977$2.1M0.02%Share
42Waterloo Capital, L.P.73,737$2.0M0.14%Share
43Redwood Financial Network Corp54,947$1.8M1.14%Share
44Capital Investment Advisors, LLC48,537$1.6M0.02%Share
45Golden State Wealth Management, LLC39,543$1.3M0.14%Share
46BLVD Private Wealth, LLC32,085$1.0M0.91%Share
47Revisor Wealth Management LLC30,351$1.0M0.28%Share
48Fortis Group Advisors, LLC29,324$1.0M0.17%Share
49INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC30,939$1.0M0.07%Share
50THOROUGHBRED FINANCIAL SERVICES, LLC60,128$1.0M0.06%Share

HFXI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202589$1.0B+37
Q3 202552$731.9B-21
Q2 202573$628.9B-7
Q1 202580$767.9B+12
Q4 202468$20.6T+15
Q3 202453$343.5T+2
Q2 202451$241.1T+8
Q1 202443$221.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold HFXI (NYLI FTSE International Equity Currency Neutral ETF). The largest holder is MORGAN STANLEY with $143.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own HFXI?

As of Q4 2025, 50 institutional investors report holding HFXI (NYLI FTSE International Equity Currency Neutral ETF) in their 13F filings.

Who is the largest institutional holder of HFXI?

The largest institutional holder of HFXI is MORGAN STANLEY with $143.0M in shares.

Is institutional ownership of HFXI increasing or decreasing?

This quarter, 15 institutions opened new positions in HFXI and 2 closed their positions.