NYLI FTSE INT EQ CUR NEU-USD (HFXI) Institutional Ownership Changes & 13F Activity

NYLI FTSE INT EQ CUR NEU-USD (HFXI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Morgan Stanley, Bank Of America Corp, Ubs Group Ag, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Equitable Holdings, Inc.Sell-349-0.4%90,844$3.46MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+106106$4.04KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+7,601,3147,601,314$289.54MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+548,023+22.2%3,018,254$114.97MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+460,537+19.8%2,783,902$106.04MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+235,629235,629$8.98MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+179,434+24.9%899,322$34.26MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+48,760+14.6%382,883$14.59MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+26,26726,267$1.00MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-25,962-8.4%284,513$10.84MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcSell-17,985-73.6%6,467$246.33KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-12,891-5.5%220,842$8.41MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+11,21611,216$427.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,023-72.0%398$15.15KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+221221$8.41KQ2 2026Aug 14, 2026
Logan Capital Management IncBuy+11$25.00Q2 2026Aug 14, 2026
Morgan StanleyBuy+751,687+13.7%6,228,945$237.26MQ2 2026Aug 13, 2026
Ubs Group AgBuy+492,833+30.6%2,102,933$80.10MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+12,720+5.1%260,621$9.93MQ2 2026Aug 13, 2026
Mariner, LlcSell-11,417-0.7%1,587,883$60.48MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Buy+8,620+2.5%356,633$13.58MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-4,173-1.4%288,042$10.97MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+2,126+4.7%47,098$1.79MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-825-7.9%9,627$366.69KQ2 2026Aug 13, 2026
Fmr LlcSell-95-1.3%7,379$281.06KQ2 2026Aug 13, 2026
Downshift Financial, LlcBuy+8989$3.39KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+70,43570,435$2.68MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+54,902+38.4%197,851$7.54MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+7,0257,025$267.58KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+3,5843,584$136.52KQ2 2026Aug 12, 2026
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Frequently asked questions about HFXI activity

  • Which institutional owners are buying HFXI?

    Institutional owners buying HFXI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HFXI activity?

    "Buy" means an investor increased their reported position in HFXI compared to the prior reporting period. This reflects growing exposure to NYLI FTSE INT EQ CUR NEU-USD (HFXI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HFXI increasing?

    Institutional interest in HFXI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.