NEW YORK LIFE INVESTMENTS ET (HFXI) is held by 37 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling HFXI?

In Q1 2026, 21 institutions opened or increased positions in NEW YORK LIFE INVESTMENTS ET while 16 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HFXI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for NEW YORK LIFE INVESTMENTS ET.

How many hedge funds hold HFXI?

37 institutional investors report holding NEW YORK LIFE INVESTMENTS ET (HFXI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HFXI?

As of Q1 2026, tracked institutions in NEW YORK LIFE INVESTMENTS ET show 21 buyers versus 16 sellers — net inflows.

NEW YORK LIFE INVESTMENTS ET

HFXI·45409B560·US·ETF·Unknown - Unknown

Holders

(4 Elite)

$917M

Total Value

57% (37)

Consensus

21 buying - 16 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 37 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	5.5M(+23.7%)	$183.9M	0.0%	+34.25%	37
AMERIPRISE FINANCIAL INC	Increased	4.7M(+23.7%)	$157.8M	0.0%	+39.76%	37
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Decreased	3.1M(-3.6%)	$104.6M	0.9%	+137.73%	0
BANK OF AMERICA CORP /DE/	Decreased	2.5M(-24.0%)	$83M	0.0%	+41.82%	0
RAYMOND JAMES FINANCIAL INC	Increased	2.3M(+3.2%)	$78M	0.0%	+45.56%	31
LPL Financial LLC	Increased	1.8M(+22.8%)	$61.1M	0.0%	+39.90%	36
UBS Group AG	Increased	1.6M(+7.6%)	$54.1M	0.0%	+80.76%	32
Mariner, LLC	Decreased	1.6M(-7.0%)	$53.7M	0.1%	+41.30%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	826,923(+347.1%)	$27.8M	0.0%	+14.64%	46
ROYAL BANK OF CANADA	Increased	719,888(+271.8%)	$24.2M	0.0%	+15.63%	46
OSAIC HOLDINGS, INC.	Decreased	334,123(-8.5%)	$11.2M	0.0%	+33.97%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	324,446(+31.8%)	$10.9M	0.0%	+28.67%	35
JANE STREET GROUP, LLC	Increased	310,475(+682.6%)	$10.4M	0.0%	+11.06%	45
Sanctuary Advisors, LLC	Decreased	292,215(-8.1%)	$9.8M	0.1%	+43.55%	0
Rockefeller Capital Management L.P.	Increased	247,901(+1.4%)	$8.3M	0.0%	+26.93%	28
Cerity Partners LLC	Decreased	233,733(-41.5%)	$7.8M	0.0%	+47.18%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	198,008(-4.7%)	$6.7M	0.0%	+30.84%	0
Cetera Investment Advisers	Increased	142,949(+51.2%)	$4.8M	0.0%	+18.12%	37
MML INVESTORS SERVICES, LLC	Increased	137,291(+43.3%)	$4.6M	0.0%	+28.13%	36
Private Advisor Group, LLC	Increased	100,351(+3.2%)	$3.4M	0.0%	+52.52%	27