HFXI Institutional Ownership
NYLI FTSE International Equity Currency Neutral ETF
1W: -1.0%
1M: -1.3%
3M: -1.9%
YTD: +13.8%
1Y: +22.3%
3Y: +75.5%
5Y: +73.8%
$37.44
+0.37 (+1.00%)
Weekly Expected Move ±2.2%
$36
$37
$37
$38
$39
Overview
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Holdings
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Institutional Ownership — HFXI
121
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
21
New Positions
43
Increased
40
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 7,601,314 | 285M | +2,903,291 | +61.8% | 16Q | SEC ↗ |
| 2 | MORGAN STANLEY | 6,228,945 | 233M | +751,687 | +13.7% | 43Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 3,018,254 | 113M | +548,023 | +22.2% | 15Q | SEC ↗ |
| 4 | New York Life Investment Management LL | 3,003,229 | 112M | -113,101 | -3.6% | 44Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 2,783,902 | 104M | +460,537 | +19.8% | 7Q | SEC ↗ |
| 6 | LPL Financial LLC | 2,643,812 | 99M | +825,563 | +45.4% | 38Q | SEC ↗ |
| 7 | UBS Group AG | 2,102,933 | 79M | +492,833 | +30.6% | 42Q | SEC ↗ |
| 8 | Mariner, LLC | 1,587,883 | 59M | -11,417 | -0.7% | 13Q | SEC ↗ |
| 9 | Go Invest LLC | 1,184,742 | 44M | +97,786 | +9.0% | 3Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 899,322 | 34M | +179,434 | +24.9% | 38Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 840,088 | 31M | +13,165 | +1.6% | 35Q | SEC ↗ |
| 12 | Mason & Associates Inc | 653,490 | 24M | -3,349 | -0.5% | 10Q | SEC ↗ |
| 13 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 570,109 | 21M | -14,876 | -2.5% | 14Q | SEC ↗ |
| 14 | Landmark Wealth Management, LLC | 496,162 | 19M | +6,589 | +1.3% | 6Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 386,956 | 14M | +62,510 | +19.3% | 10Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 382,883 | 14M | +48,760 | +14.6% | 16Q | SEC ↗ |
| 17 | Ameritas Investment Partners, Inc. | 356,633 | 13M | +8,620 | +2.5% | 2Q | SEC ↗ |
| 18 | Sanctuary Advisors, LLC | 288,042 | 11M | -4,173 | -1.4% | 9Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC | 284,513 | 11M | -25,962 | -8.4% | 15Q | SEC ↗ |
| 20 | Concurrent Investment Advisors, LLC | 268,863 | 10M | +7,584 | +2.9% | 11Q | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 260,621 | 10M | +12,720 | +5.1% | 10Q | SEC ↗ |
| 22 | MARINO, STRAM & ASSOCIATES LLC | 245,335 | 9M | -4,969 | -2.0% | 11Q | SEC ↗ |
| 23 | Gladstone Institutional Advisory LLC | 243,008 | 9M | +956 | +0.4% | 13Q | SEC ↗ |
| 24 | WCG Wealth Advisors LLC NEW | 235,629 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 25 | TSFG, LLC | 221,907 | 8M | +184,902 | +499.7% | 30Q | SEC ↗ |
| 26 | Cerity Partners LLC | 220,842 | 8M | -12,891 | -5.5% | 11Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 197,851 | 7M | +54,902 | +38.4% | 10Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 177,722 | 7M | +40,431 | +29.4% | 9Q | SEC ↗ |
| 29 | Veridan Wealth LLC | 171,934 | 6M | -4,017 | -2.3% | 4Q | SEC ↗ |
| 30 | Prosperity Financial Group, Inc. | 150,274 | 6M | +10,206 | +7.3% | 8Q | SEC ↗ |
| 31 | Navigation Group, LLC NEW | 131,729 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Spartan Wealth Advisory Services LLC NEW | 121,238 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 33 | OPPENHEIMER & CO INC | 112,937 | 4M | +4,944 | +4.6% | 9Q | SEC ↗ |
| 34 | Equitable Holdings, Inc. | 90,844 | 3M | -349 | -0.4% | 27Q | SEC ↗ |
| 35 | Private Advisor Group, LLC | 87,533 | 3M | -12,818 | -12.8% | 36Q | SEC ↗ |
| 36 | Wiser Advisor Group LLC | 84,606 | 3M | -955 | -1.1% | 11Q | SEC ↗ |
| 37 | Waterloo Capital, L.P. | 81,247 | 3M | +7,697 | +10.5% | 11Q | SEC ↗ |
| 38 | NorthRock Partners, LLC | 80,022 | 3M | +11,440 | +16.7% | 2Q | SEC ↗ |
| 39 | Capital Investment Advisors, LLC | 74,563 | 3M | +17,891 | +31.6% | 5Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 70,435 | 3M | +66,151 | +1544.1% | 6Q | SEC ↗ |
| 41 | WESCAP Management Group, Inc. | 69,316 | 3M | — | +0.0% | 34Q | SEC ↗ |
| 42 | Oder Investment Management, LLC NEW | 60,194 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 43 | THOROUGHBRED FINANCIAL SERVICES, LLC | 58,634 | 2M | — | +0.0% | 16Q | SEC ↗ |
| 44 | Redwood Financial Network Corp | 53,802 | 2M | +496 | +0.9% | 10Q | SEC ↗ |
| 45 | Peck Wealth Management, LLC NEW | 52,607 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Intentional Wealth Strategies, LLC | 50,135 | 2M | -1,944 | -3.7% | 2Q | SEC ↗ |
| 47 | Farther Finance Advisors, LLC | 47,404 | 2M | -5,258 | -10.0% | 8Q | SEC ↗ |
| 48 | Steward Partners Investment Advisory, | 47,098 | 2M | +2,126 | +4.7% | 18Q | SEC ↗ |
| 49 | KESTRA PRIVATE WEALTH SERVICES, LLC | 43,017 | 2M | -65,267 | -60.3% | 9Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 40,501 | 2M | -157,507 | -79.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WCG Wealth Advisors LLC | 235,629 | 9M |
| Navigation Group, LLC | 131,729 | 5M |
| Spartan Wealth Advisory Services LL | 121,238 | 5M |
| Oder Investment Management, LLC | 60,194 | 2M |
| Peck Wealth Management, LLC | 52,607 | 2M |
| OLD MISSION CAPITAL LLC | 26,267 | 983K |
| HRT FINANCIAL LP | 11,216 | 420K |
| Kestra Advisory Services, LLC | 7,419 | 278K |
| STIFEL FINANCIAL CORP | 7,025 | 263K |
| Savvy Advisors, Inc. | 6,393 | 239K |
| NWF Advisory Services Inc. | 6,303 | 236K |
| Nuveen, LLC | 5,608 | 210K |
| EP Wealth Advisors, LLC | 3,584 | 134K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,890 | 108K |
| Integrated Wealth Concepts LLC | 2,098 | 79K |
| CWM, LLC | 1,696 | 63K |
| PRIVATE TRUST CO NA | 1,158 | 43K |
| Modern Wealth Management, LLC | 221 | 8K |
| Global Retirement Partners, LLC | 173 | 6K |
| Strive Financial Group ,LLC | 106 | 4K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Diversify Advisory Services, LLC | 249,631 | 9M |
| Independent Advisor Alliance | 73,980 | 3M |
| CITADEL ADVISORS LLC | 21,149 | 792K |
| Independent Wealth Network Inc. | 11,197 | 419K |
| BLVD Private Wealth, LLC | 8,032 | 301K |
| Advisor Resource Council | 6,400 | 240K |
| WEBSTER BANK, N. A. | 2,918 | 109K |
| Western Wealth Management, LLC | 1,983 | 74K |
| Advisory Services Network, LLC | 1,875 | 70K |
| True Wealth Design, LLC | 1,850 | 69K |
| SageView Advisory Group, LLC | 1,127 | 42K |
| Opal Wealth Advisors, LLC | 946 | 35K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +2,903,291 | +61.8% | 7,601,314 |
| LPL Financial LLC | +825,563 | +45.4% | 2,643,812 |
| MORGAN STANLEY | +751,687 | +13.7% | 6,228,945 |
| BANK OF AMERICA CORP /DE | +548,023 | +22.2% | 3,018,254 |
| UBS Group AG | +492,833 | +30.6% | 2,102,933 |
| RAYMOND JAMES FINANCIAL INC | +460,537 | +19.8% | 2,783,902 |
| TSFG, LLC | +184,902 | +499.7% | 221,907 |
| ROYAL BANK OF CANADA | +179,434 | +24.9% | 899,322 |
| Go Invest LLC | +97,786 | +9.0% | 1,184,742 |
| NewEdge Advisors, LLC | +66,151 | +1544.1% | 70,435 |
| ENVESTNET ASSET MANAGEMENT INC | +62,510 | +19.3% | 386,956 |
| Cetera Investment Advisers | +54,902 | +38.4% | 197,851 |
| OSAIC HOLDINGS, INC. | +48,760 | +14.6% | 382,883 |
| MML INVESTORS SERVICES, LLC | +40,431 | +29.4% | 177,722 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +24,868 | +420.6% | 30,781 |
| Capital Investment Advisors, LLC | +17,891 | +31.6% | 74,563 |
| ATTICUS WEALTH MANAGEMENT, LLC | +14,164 | +99.0% | 28,466 |
| COMMONWEALTH EQUITY SERVICES, LLC | +13,165 | +1.6% | 840,088 |
| Rockefeller Capital Management L.P. | +12,720 | +5.1% | 260,621 |
| NorthRock Partners, LLC | +11,440 | +16.7% | 80,022 |