How many shares of HFXI does Private Advisor Group, LLC own?

As of 2026-Q2, Private Advisor Group, LLC holds 87,533 shares of HFXI (NEW YORK LIFE INVESTMENTS ET).

What is Private Advisor Group, LLC's HFXI position worth?

As of 2026-Q2, Private Advisor Group, LLC's HFXI position is worth $3.3M.

Is Private Advisor Group, LLC buying or selling HFXI?

In 2026-Q2, Private Advisor Group, LLC decreased their HFXI position (-12.8% change in shares).

When did Private Advisor Group, LLC first buy HFXI?

Based on available 13F filings, Private Advisor Group, LLC first reported a position in HFXI in 2019-Q1. They have held the position across 30 quarters.

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Private Advisor Group, LLC

HFXI
30 quarters

Position history for Private Advisor Group, LLC's holdings in NEW YORK LIFE INVESTMENTS ET

Current Value

$3.3M

Current Shares

87,533

Total Value Change

+$2.4M

Total Shares Change

+40,892

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	87,533	-12.8%	$3.3M	0.0%	$38.09	0
2026-Q1	Increased	100,351	+3.2%	$3.4M	0.0%	$34.76	27
2025-Q4	Increased	97,276	+2.2%	$3.2M	0.0%	$32.59	27
2025-Q3	Increased	95,215	+17.9%	$3M	0.0%	$30.15	31
2025-Q2	Increased	80,752	+38.4%	$2.4M	0.0%	$28.68	34
2025-Q1	Increased	58,338	+3.5%	$1.6M	0.0%	$26.52	27
2024-Q4	Increased	56,349	+2.5%	$1.5M	0.0%	$24.83	26
2024-Q3	Decreased	54,956	-4.1%	$1.5M	0.0%	$26.30	0
2024-Q2	Increased	57,316	+1.6%	$1.5M	0.0%	$25.23	26
2024-Q1	Decreased	56,443	-27.1%	$1.5M	0.0%	$25.04	0
2023-Q4	Increased	77,389	+14.6%	$1.9M	0.0%	$23.19	30
2023-Q3	Increased	67,510	+15.4%	$1.6M	0.0%	$21.40	29
2023-Q2	Increased	58,523	+130.0%	$1.4M	0.0%	$21.81	41
2023-Q1	Decreased	25,443	-3.0%	$586,977	0.0%	$20.97	0
2022-Q4	Decreased	26,219	-0.3%	$560	0.0%	$19.39	0
2022-Q3	Increased	26,286	+6.5%	$507,000	0.0%	$17.18	26
2022-Q2	Increased	24,673	+17.2%	$515,000	0.0%	$18.55	28
2022-Q1	Increased	21,060	+23.0%	$497,000	0.0%	$20.77	29
2021-Q4	Increased	17,116	+15.2%	$429,000	0.0%	$21.75	27
2021-Q3	Increased	14,864	+3.9%	$363,000	0.0%	$21.09	25
2021-Q2	Increased	14,304	+9.9%	$354,000	0.0%	$21.32	26
2021-Q1	Decreased	13,009	-10.7%	$311,000	0.0%	$20.19	0
2020-Q4	Decreased	14,567	-11.5%	$330,000	0.0%	$19.14	0
2020-Q3	Increased	16,464	+2.1%	$327,000	0.0%	$16.63	24
2020-Q2	Decreased	16,124	-33.9%	$312,000	0.0%	$16.07	0
2020-Q1	Decreased	24,395	-21.1%	$410,000	0.0%	$14.07	0
2019-Q4	Decreased	30,914	-10.8%	$672,000	0.0%	$17.83	0
2019-Q3	Decreased	34,647	-19.8%	$705,000	0.0%	$16.53	0
2019-Q2	Decreased	43,207	-7.4%	$880,000	0.0%	$16.54	0
2019-Q1	New	46,641	-	$933,000	0.0%	$16.01	35

Other major holders of HFXI: AMERIPRISE FINANCIAL INC, MORGAN STANLEY, NEW YORK LIFE INVESTMENT MANAGEMENT LLC

HFXI30 quarters

HFXI
30 quarters