NYLI MacKay Core Plus Bond ETF
CPLB
3 hedge funds and large institutions have $228M invested in NYLI MacKay Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 98.2% → 98.07% (-0.13%)
3% less capital invested
Capital invested by funds: $236M → $228M (-$7.53M)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$1.35M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$309K |
| 3 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$44.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $227M | +$1.35M | +65,855 | +0.6% |
|
|
2
Citadel Advisors
Miami,
Florida
| $906K | +$309K | +15,068 | +50% |
|
|
KMWM
3
Keudell/Morrison Wealth Management
Salem,
Oregon
| $344K | +$44.8K | +2,185 | +15% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$1.31K | -63 | Closed |
|
CPLB Hedge Fund Activity: Q3 2023 in Review
3 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in NYLI MacKay Core Plus Bond ETF (CPLB) for Q3 2023, worth a combined $228M — down 3.2% from $236M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of CPLB and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was New York Life Investment Management, adding an estimated $1.35M. The largest seller was UBS Group, exiting entirely with an estimated $1.31K sold.
- 3 institutional investors held NYLI MacKay Core Plus Bond ETF (CPLB) as of Q3 2023, down from 4 in Q2 2023.
- Funds reported $228M of NYLI MacKay Core Plus Bond ETF stock for Q3 2023, down 3.2% quarter-over-quarter.
- 0 funds opened new NYLI MacKay Core Plus Bond ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest NYLI MacKay Core Plus Bond ETF buyer in Q3 2023 was New York Life Investment Management, an estimated $1.35M added.
- The largest NYLI MacKay Core Plus Bond ETF seller in Q3 2023 was UBS Group, an estimated $1.31K sold.
Based on aggregated 13F filings for Q3 2023.