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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | Sell | -349 | -0.4% | 90,844 | $3.46M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +106 | — | 106 | $4.04K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +7,601,314 | — | 7,601,314 | $289.54M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +548,023 | +22.2% | 3,018,254 | $114.97M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +460,537 | +19.8% | 2,783,902 | $106.04M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +235,629 | — | 235,629 | $8.98M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +179,434 | +24.9% | 899,322 | $34.26M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +48,760 | +14.6% | 382,883 | $14.59M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +26,267 | — | 26,267 | $1.00M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -25,962 | -8.4% | 284,513 | $10.84M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Sell | -17,985 | -73.6% | 6,467 | $246.33K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -12,891 | -5.5% | 220,842 | $8.41M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +11,216 | — | 11,216 | $427.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,023 | -72.0% | 398 | $15.15K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +221 | — | 221 | $8.41K | Q2 2026 | Aug 14, 2026 |
| Logan Capital Management Inc | Buy | +1 | — | 1 | $25.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +751,687 | +13.7% | 6,228,945 | $237.26M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +492,833 | +30.6% | 2,102,933 | $80.10M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +12,720 | +5.1% | 260,621 | $9.93M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -11,417 | -0.7% | 1,587,883 | $60.48M | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Buy | +8,620 | +2.5% | 356,633 | $13.58M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -4,173 | -1.4% | 288,042 | $10.97M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +2,126 | +4.7% | 47,098 | $1.79M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -825 | -7.9% | 9,627 | $366.69K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -95 | -1.3% | 7,379 | $281.06K | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, Llc | Buy | +89 | — | 89 | $3.39K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +70,435 | — | 70,435 | $2.68M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +54,902 | +38.4% | 197,851 | $7.54M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +7,025 | — | 7,025 | $267.58K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +3,584 | — | 3,584 | $136.52K | Q2 2026 | Aug 12, 2026 |
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.