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CPLB

NYLI MacKay Core Plus Bond ETF

6 hedge funds and large institutions have $251M invested in NYLI MacKay Core Plus Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

50% more funds holding

Funds holding: 46 (+2)

2% more capital invested

Capital invested by funds: $246M → $251M (+$5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.84% less ownership

Funds ownership: 99.86%99.02% (-0.84%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$245M +$3.46M +163,972 +1%
Jane Street
2
Jane Street
New York
$5.43M +$261K +12,376 +5%
Citadel Advisors
3
Citadel Advisors
Florida
$782K -$5.1M -241,888 -87%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$300K +$299K +14,175 New
UBS Group
5
UBS Group
Switzerland
$1.74K +$1.73K +82 New

CPLB Hedge Fund Activity: Q1 2023 in Review

6 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in NYLI MacKay Core Plus Bond ETF (CPLB) for Q1 2023, worth a combined $251M — up 2% from $246M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CPLB positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $3.46M. The largest seller was Citadel Advisors, cutting an estimated $5.1M.

  • 6 institutional investors held NYLI MacKay Core Plus Bond ETF (CPLB) as of Q1 2023, up from 4 in Q4 2022.
  • Funds reported $251M of NYLI MacKay Core Plus Bond ETF stock for Q1 2023, up 2% quarter-over-quarter.
  • 2 funds opened new NYLI MacKay Core Plus Bond ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
  • The largest NYLI MacKay Core Plus Bond ETF buyer in Q1 2023 was New York Life Investment Management, an estimated $3.46M added.
  • The largest NYLI MacKay Core Plus Bond ETF seller in Q1 2023 was Citadel Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q1 2023.