
IQ FTSE International Equity Currency Neutral is an exchange-traded fund on ARCA. As of Q3 2025, 74 institutional investors hold shares in this ETF, with total holdings valued at $825.5M. MORGAN STANLEY is the largest holder with a position valued at $127.6M.
Overview of institutional ownership in HFXI as of Q3 2025
Institutions with the largest positions in HFXI as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $127.6M 0.01% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $113.5M 0.03% of portfolio |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager | $108.3M 0.98% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $93.1M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $66.8M 0.02% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $52.2M 0.07% of portfolio |
UBS Group AG Institution | $46.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $40.9M 0.01% of portfolio |
Mason & Associates Inc RIA/Wealth | $20.2M 4.06% of portfolio |
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | $19.2M 7.10% of portfolio |
Institutional buying and selling activity for HFXI in Q3 2025
| Institution | Net Bought |
|---|---|
Landmark Wealth Management, LLC RIA/Wealth | +$10.6M +9.6K shares |
MORGAN STANLEY RIA/Wealth | +$8.2M +265.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$7.4M +238.0K shares |
A Advisor Group Holdings, Inc. Institution | +$7.2M +232.9K shares |
Mason & Associates Inc RIA/Wealth | +$6.6M +211.3K shares |
L LPL Financial LLC Institution | +$5.7M +185.0K shares |
Diversify Advisory Services, LLC RIA/Wealth | +$3.1M +95.9K shares |
UBS Group AG Institution | +$2.8M +91.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$2.3M +72.8K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$2.3M +-3.6K shares |
| Institution | Net Sold |
|---|---|
Farther Finance Advisors, LLC RIA/Wealth | −$12.1M −388.7K shares |
AMERIPRISE FINANCIAL INC Institution | −$6.8M −218.7K shares |
C Cornerstone Wealth Management, LLC RIA/Wealth | −$5.5M −187.5K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.9M −92.4K shares |
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | −$2.8M −90.5K shares |
Kovack Advisors, Inc. RIA/Wealth | −$1.2M −38.4K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$865.7K −27.9K shares |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager | −$369.5K −11.9K shares |
−$360.4K −11.6K shares | |
Veridan Wealth LLC RIA/Wealth | −$339.5K −10.9K shares |
Institutions that initiated new positions or completely exited HFXI in Q3 2025
| Institution | Position Value |
|---|---|
Landmark Wealth Management, LLC RIA/Wealth | $10.6M 341.6K shares |
Diversify Advisory Services, LLC RIA/Wealth | $3.1M 95.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $2.3M 72.6K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | $256.3K 8.3K shares |
Savvy Advisors, Inc. RIA/Wealth | $223.3K 7.2K shares |
A Advisory Services Network, LLC RIA/Wealth | $58.1K 1.9K shares |
| Institution | Previous Position |
|---|---|
C Cornerstone Wealth Management, LLC RIA/Wealth | $5.5M 187.5K shares |
Advisor Resource Council RIA/Wealth | $207.8K 7.1K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $101.0K 3.4K shares |
P PRIVATE TRUST CO NA Institution | $30.8K 1.0K shares |
Opal Wealth Advisors, LLC RIA/Wealth | $27.9K 946.0 shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $2.9K 100.0 shares |
Ameritas Advisory Services, LLC RIA/Wealth | $1.7K 58.0 shares |
Institutions with the largest Call and Put options positions in HFXI as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HFXI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | 7.10% $19.2M |
Landmark Wealth Management, LLC RIA/Wealth | 4.24% $10.6M |
Mason & Associates Inc RIA/Wealth | 4.06% $20.2M |
Wiser Advisor Group LLC RIA/Wealth | 3.18% $2.6M |
Veridan Wealth LLC RIA/Wealth | 1.81% $5.3M |
MARINO, STRAM & ASSOCIATES LLC RIA/Wealth | 1.33% $7.4M |
Redwood Financial Network Corp RIA/Wealth | 1.11% $1.7M |
Prosperity Financial Group, Inc. RIA/Wealth | 1.09% $2.9M |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager | 0.98% $108.3M |
BLVD Private Wealth, LLC RIA/Wealth | 0.83% $966.4K |
Discover hedge funds investing in HFXI


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
We use cookies for analytics. See our Privacy and Cookie Policy.