NYLI MacKay Core Plus Bond ETF
CPLB
4 hedge funds and large institutions have $236M invested in NYLI MacKay Core Plus Bond ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.82% less ownership
Funds ownership: 99.02% → 98.2% (-0.82%)
6% less capital invested
Capital invested by funds: $251M → $236M (-$15.4M)
33% less funds holding
Funds holding: 6 → 4 (-2)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$5.84M |
| 2 |
Jane Street
New York
|
-$5.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$141K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$399 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $235M | -$5.84M | -278,077 | -2% |
|
|
2
Citadel Advisors
Miami,
Florida
| $629K | -$141K | -6,708 | -18% |
|
|
KMWM
3
Keudell/Morrison Wealth Management
Salem,
Oregon
| $312K | +$17.3K | +825 | +6% |
|
|
4
UBS Group
Zurich,
Switzerland
| $1.31K | -$399 | -19 | -23% |
|
|
5
Jane Street
New York
| – | -$5.43M | -256,564 | Closed |
|
CPLB Hedge Fund Activity: Q2 2023 in Review
4 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in NYLI MacKay Core Plus Bond ETF (CPLB) for Q2 2023, worth a combined $236M — down 6.1% from $251M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CPLB and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Keudell/Morrison Wealth Management, adding an estimated $17.3K. The largest seller was New York Life Investment Management, cutting an estimated $5.84M.
- 4 institutional investors held NYLI MacKay Core Plus Bond ETF (CPLB) as of Q2 2023, down from 6 in Q1 2023.
- Funds reported $236M of NYLI MacKay Core Plus Bond ETF stock for Q2 2023, down 6.1% quarter-over-quarter.
- 0 funds opened new NYLI MacKay Core Plus Bond ETF positions in Q2 2023 and 2 closed out, a net change of -2 holders.
- The largest NYLI MacKay Core Plus Bond ETF buyer in Q2 2023 was Keudell/Morrison Wealth Management, an estimated $17.3K added.
- The largest NYLI MacKay Core Plus Bond ETF seller in Q2 2023 was New York Life Investment Management, an estimated $5.84M sold.
Based on aggregated 13F filings for Q2 2023.