CPLB

NYLI MacKay Core Plus Bond ETF
CPLB

Overview Fund Activity

8 hedge funds and large institutions have $300M invested in NYLI MacKay Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
2
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
$292M
2
SA
Stewardship Advisors
Pennsylvania
$4.32M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$453K
4
KMWM
Keudell/Morrison Wealth Management
Oregon
$558K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Jane Street
Jane Street
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$633K
4
BCI
Brinker Capital Investments
Pennsylvania
$672K
5
OPS
Orion Portfolio Solutions
Nebraska
$672K
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
1
New York Life Investment Management
New York
$292M +$138M +6,651,362 +90%
SA
2
Stewardship Advisors
Pennsylvania
$4.32M +$4.32M +207,850 New
BCI
3
Brinker Capital Investments
Pennsylvania
$672K -$22.9K -1,102 -3%
OPS
4
Orion Portfolio Solutions
Nebraska
$672K -$22.9K -1,102 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$633K -$112K -5,376 -15%
KMWM
6
Keudell/Morrison Wealth Management
Oregon
$558K +$23.8K +1,145 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$453K +$453K +21,759 New
Osaic Holdings
8
Osaic Holdings
Arizona
$30.7K -$1.48K -71 -5%
Citadel Advisors
9
Citadel Advisors
Florida
– -$1.22M -55,982 Closed
Jane Street
10
Jane Street
New York
– -$776K -35,696 Closed
Morgan Stanley
11
Morgan Stanley
New York
– -$30 -1 Closed