NYLI MacKay Core Plus Bond ETF
CPLB
10 hedge funds and large institutions have $165M invested in NYLI MacKay Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more funds holding
Funds holding: 5 → 10 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 98.32% → 97.79% (-0.53%)
23% less capital invested
Capital invested by funds: $214M → $165M (-$48.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$811K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$536K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$536K |
| 5 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$50M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $160M | -$50M | -2,414,694 | -24% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.21M | +$1.2M | +57,772 | New |
|
3
Jane Street
New York
| $1.19M | +$28.7K | +1,387 | +3% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $818K | +$811K | +39,162 | New |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $754K | +$536K | +25,899 | +254% |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $754K | +$536K | +25,899 | +254% |
|
|
KMWM
7
Keudell/Morrison Wealth Management
Salem,
Oregon
| $537K | +$117K | +5,635 | +28% |
|
8
UBS Group
Zurich,
Switzerland
| $38.3K | +$37.9K | +1,832 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $33.3K | +$33K | +1,594 | New |
|
10
Morgan Stanley
New York
| $21 | +$21 | +1 | New |
|
CPLB Hedge Fund Activity: Q2 2024 in Review
10 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in NYLI MacKay Core Plus Bond ETF (CPLB) for Q2 2024, worth a combined $165M — down 23% from $214M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CPLB positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.2M. The largest seller was New York Life Investment Management, cutting an estimated $50M.
- 10 institutional investors held NYLI MacKay Core Plus Bond ETF (CPLB) as of Q2 2024, up from 5 in Q1 2024.
- Funds reported $165M of NYLI MacKay Core Plus Bond ETF stock for Q2 2024, down 23% quarter-over-quarter.
- 5 funds opened new NYLI MacKay Core Plus Bond ETF positions in Q2 2024 and 0 closed out, a net change of +5 holders.
- The largest NYLI MacKay Core Plus Bond ETF buyer in Q2 2024 was Citadel Advisors, an estimated $1.2M added.
- The largest NYLI MacKay Core Plus Bond ETF seller in Q2 2024 was New York Life Investment Management, an estimated $50M sold.
Based on aggregated 13F filings for Q2 2024.