ETF Holders

Who owns HFXI?

Other

NYLI FTSE International Equity Currency Neutral ETF · New York Life

113 institutions reported holding HFXI, worth $1.5B, in Form 13F filings for June 30, 2026.

13F holders
113
Institutional value
$1.5B
Change from prior quarter
+42.4%
+$451.3M, with price moves
New and sold-out firms
22 / 7
41 added, 33 trimmed

Top 10 institutional holders of HFXI

FirmLocationValueSharesChange
Ameriprise Financial Inc.Minneapolis, MN$289.5M7,601,314+2,903,291 shares
Morgan StanleyNew York, NY$237.3M6,228,945+751,687 shares
Bank of America Corp.Charlotte, NC$115.0M3,018,254+548,023 shares
New York Life Investment Management LLCNew York, NY$114.4M3,003,229−113,101 shares
Raymond James Financial Inc.St. Petersburg, FL$106.0M2,783,902+460,537 shares
LPL Financial LLCFort Mill, SC$100.7M2,643,812+825,563 shares
UBS Group AGZurich, Switzerland$80.1M2,102,933+492,833 shares
Mariner, LLCOverland Park, KS$60.5M1,587,883−11,417 shares
Go Invest LLCWest Jordan, UT$45.1M1,184,742New position
Royal Bank of CanadaToronto, Ontario, Canada$34.3M899,322+179,434 shares
103 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

Similar ETFs

FPEI
First Trust Institutional Preferred Securities and Income ETF
214 holders, $1.5B
FTHI
First Trust BuyWrite Income ETF
224 holders, $1.5B
ARKG
ARK Genomic Revolution ETF
271 holders, $1.5B
FEGE
First Eagle Global Equity ETF
193 holders, $1.5B
KLMT
Invesco MSCI Global Climate 500 ETF
4 holders, $1.6B
DSTL
Distillate U.S. Fundamental Stability & Value ETF
143 holders, $1.4B
PREF
Principal Spectrum Preferred Securities Active ETF
134 holders, $1.4B
TCHP
T. Rowe Price Blue Chip Growth ETF
185 holders, $1.6B

Compare what they hold: HFXI vs FPEI, HFXI vs FTHI, HFXI vs ARKG, HFXI vs FEGE.

Frequently asked questions

Who owns HFXI?

113 institutional managers reported holding HFXI in Form 13F filings for June 30, 2026, worth $1.5B in total. The largest reported position was held by Ameriprise Financial Inc., at $289.5M.

Did institutions buy or sell HFXI last quarter?

Reported 13F value rose 42.4% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 7 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is HFXI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.