NYLI MacKay Core Plus Bond ETF
CPLB
5 hedge funds and large institutions have $214M invested in NYLI MacKay Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.14% less ownership
Funds ownership: 99.46% → 98.32% (-1.1%)
5% less capital invested
Capital invested by funds: $225M → $214M (-$11.6M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$213K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$213K |
| 3 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$56.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$6.3M |
| 2 |
Jane Street
New York
|
-$3.46M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.05M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$458K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $212M | -$6.3M | -301,684 | -3% |
|
|
2
Jane Street
New York
| $1.16M | -$3.46M | -165,799 | -75% |
|
|
KMWM
3
Keudell/Morrison Wealth Management
Salem,
Oregon
| $421K | +$56.6K | +2,710 | +16% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $214K | +$213K | +10,211 | New |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $214K | +$213K | +10,211 | New |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.05M | -49,718 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$458K | -21,714 | Closed |
|
CPLB Hedge Fund Activity: Q1 2024 in Review
5 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in NYLI MacKay Core Plus Bond ETF (CPLB) for Q1 2024, worth a combined $214M — down 5.2% from $225M a quarter earlier.
Fund positioning in CPLB was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $213K. The largest seller was New York Life Investment Management, cutting an estimated $6.3M.
- 5 institutional investors held NYLI MacKay Core Plus Bond ETF (CPLB) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $214M of NYLI MacKay Core Plus Bond ETF stock for Q1 2024, down 5.2% quarter-over-quarter.
- 2 funds opened new NYLI MacKay Core Plus Bond ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest NYLI MacKay Core Plus Bond ETF buyer in Q1 2024 was Brinker Capital Investments, an estimated $213K added.
- The largest NYLI MacKay Core Plus Bond ETF seller in Q1 2024 was New York Life Investment Management, an estimated $6.3M sold.
Based on aggregated 13F filings for Q1 2024.