Nylim Ftse Intr Eq CN ETF-UiHFXIETF

13F holders, Q4 2024 (December 31)
74holders +6
7new positions
3sold out
1famous investor
$26.15avg. 13F price*

At the end of Q4 2024, 74 institutions reported holding Nylim Ftse Intr Eq CN ETF-Ui (HFXI) in their 13F filings, up 6 from Q3 2024. 7 opened new positions and 3 sold out. The largest holders were Ameriprise Financial Inc. ($134.7M), New York Life Investment Management LLC ($109.2M) and Morgan Stanley ($86.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nylim Ftse Intr Eq CN ETF-Ui
Filed as
NEW YORK LIFE INVESTMENTS ET (Q4 2024)
CUSIP
45409B560
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 60Q1 2024Q2 2024: 67Q2 2024Q3 2024: 68Q3 2024Q4 2024: 74Q4 2024Q1 2025: 80Q1 2025Q2 2025: 82Q2 2025Q3 2025: 82Q3 2025Q4 2025: 91Q4 2025Q1 2026: 100Q1 2026Q2 2026: 112Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$4.8M
Exits3$5.9M

All 13F filers, Q3 2024 → Q4 2024: 2,426,027 shares bought and 343,669 shares sold, net +2,082,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

Ameriprise Financial Inc. 0.03% Add +32.4% 5,170,903 $134.7M
New York Life Investment Management LLC 1.07% Add +0.9% 4,189,063 $109.2M
Morgan Stanley 0.01% Add +1.1% 3,319,956 $86.5M
Raymond James Financial Inc. 0.02% — 1,907,301 $49.7M
Sanctuary Advisors, LLC 0.27% Add +10.2% 1,556,671 $42.7M
UBS Group AG 0.01% Reduce -5.8% 1,431,263 $37.3M
Bank of America Corp. 0.00% Add +8.1% 1,405,269 $36.6M
LPL Financial LLC 0.01% Add +11.3% 1,145,527 $29.9M
Flynn Zito Capital Management, LLC 7.65% Add +5.0% 631,349 $16.5M
Cerity Partners LLC 0.03% Add +30.8% 558,869 $14.6M
Mason & Associates Inc 2.65% Add +8.4% 431,778 $11.3M
Royal Bank of Canada 0.00% Add +25.4% 311,749 $8.1M
Tsfg, LLC 1.42% Add +12.4% 266,169 $6.9M
Gladstone Institutional Advisory LLC 0.31% Add +5.2% 257,385 $6.7M
Concurrent Investment Advisors, LLC 0.14% Add +4.8% 198,361 $5.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.1% 192,421 $5.0M
Cornerstone Wealth Management, LLC 0.32% Add +3.4% 184,017 $4.8M
Marino, Stram & Associates LLC 1.05% Add +0.8% 182,692 $4.8M
Veridan Wealth LLC 2.20% — 174,470 $4.7M
JPMorgan Chase & Co. 0.00% Add +5.9% 146,297 $3.8M
Osaic Holdings, Inc. 0.01% Add +8.0% 139,617 $3.6M
Envestnet Asset Management Inc. 0.00% Add +48.5% 119,297 $3.1M
Equitable Holdings, Inc. 0.03% Add +10.0% 106,511 $2.8M
Eldridge Investment Advisors, Inc. 0.64% New 105,235 $2.7M
Farther Finance Advisors, LLC 0.08% Add +17.1% 86,072 $2.2M
Wiser Advisor Group LLC 3.11% Reduce -0.5% 82,166 $2.1M
Oppenheimer & Co. Inc. 0.03% Reduce -2.0% 76,781 $2.0M
Waterloo Capital, L.P. 0.21% Reduce -1.5% 75,063 $2.0M
WESCAP Management Group, Inc. 0.47% Reduce -0.6% 74,505 $1.9M
Thoroughbred Financial Services, LLC 0.12% Add +1.1% 74,286 $1.9M
Kestra Private Wealth Services, LLC 0.03% Add +123.2% 72,779 $1.9M
MML Investors Services, LLC 0.01% Add +124.8% 70,815 $1.8M
Rockefeller Capital Management L.P. 0.00% Add +0.6% 67,881 $1.8M
Jane Street Group, LLC 0.00% Reduce -19.6% 67,222 $1.8M
Kovack Advisors, Inc. 0.15% Reduce -4.3% 56,798 $1.5M
Private Advisor Group, LLC 0.01% Add +2.5% 56,349 $1.5M
Fortis Group Advisors, LLC 0.26% Add +29.6% 52,729 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -7.2% 49,419 $1.3M
Mariner, LLC 0.00% Reduce -13.0% 46,976 $1.2M
Golden State Wealth Management, LLC 0.17% — 43,957 $1.1M
HighTower Advisors, LLC 0.00% Reduce -2.6% 43,424 $1.1M
Revisor Wealth Management LLC 1.01% Add +45.2% 40,510 $1.1M
Redwood Financial Network Corp 0.81% Add +7.4% 41,774 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +15.1% 39,054 $1.0M
GGM Financial LLC 1.07% Add +24.5% 38,447 $1.0M
Prosperity Financial Group, Inc. 0.43% Add +0.7% 32,666 $851K
Citadel Advisors 0.00% New 29,169 $760K
D.A. Davidson & Co. 0.01% Reduce -5.3% 26,077 $680K
Cetera Investment Advisers 0.00% Reduce -4.3% 22,080 $575K
NewEdge Wealth, LLC 0.01% Reduce -7.2% 21,475 $560K
Lodestar Private Asset Management LLC 0.06% No change 19,367 $505K
Trademark Financial Management, LLC 0.40% Reduce -2.3% 19,260 $502K
Moneco Advisors, LLC 0.05% New 17,605 $459K
Advisor Resource Council 0.26% New 14,100 $367K
Nova Wealth Management, Inc. 0.28% — 12,493 $326K
Dynamic Advisor Solutions LLC 0.01% Add +3.2% 11,898 $310K
Insight Advisors, LLC/ PA 0.05% Reduce -6.3% 11,953 $310K
GTS Securities LLC 0.01% New 9,211 $240K
Covenant Asset Management, LLC 0.05% No change 8,967 $234K
Independent Wealth Network Inc. 0.09% New 8,445 $220K
PSI Advisors, LLC 0.04% Add +1.0% 4,685 $122K
FMR LLC 0.00% Add +1.5% 4,058 $106K
O'shaughnessy Asset Management, LLC 0.00% Reduce -12.4% 3,688 $96K
Comerica Bank 0.00% Reduce -41.3% 3,115 $81K
Citigroup Inc. 0.00% No change 1,191 $31K
Private Trust Co. NA 0.00% No change 1,044 $27K
Wells Fargo & Company 0.00% Add +73200.0% 733 $19K
Principal Securities, Inc. 0.00% No change 615 $16K
Investors Research Corp 0.00% No change 605 $16K
First Horizon Advisors, Inc. 0.00% No change 590 $15K
Synergy Investment Management, LLC 0.01% — 445 $12K
Glass Jacobson Investment Advisors llc 0.00% Add +312.4% 400 $10K
Harbour Investments, Inc. 0.00% No change 236 $6K
MAI Capital Management 0.00% New 201 $5K

"% of holder's portfolio" is HFXI's weight in each manager's 13F, not the share of Nylim Ftse Intr Eq CN ETF-Ui the manager owns.