NYLI MacKay Core Plus Bond ETF
CPLB
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.
81% more capital invested
Capital invested by funds: $166M → $300M (+$134M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.72% less ownership
Funds ownership: 97.72% → 97% (-0.72%)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$141M |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$4.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$461K |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 2 |
Jane Street
New York
|
-$776K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$114K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$23.3K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$23.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $292M | +$141M | +6,651,362 | +90% |
|
|
SA
2
Stewardship Advisors
Mount Joy,
Pennsylvania
| $4.32M | +$4.4M | +207,850 | New |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $672K | -$23.3K | -1,102 | -3% |
|
|
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $672K | -$23.3K | -1,102 | -3% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $633K | -$114K | -5,376 | -15% |
|
|
KMWM
6
Keudell/Morrison Wealth Management
Salem,
Oregon
| $558K | +$24.2K | +1,145 | +4% |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $453K | +$461K | +21,759 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $30.7K | -$1.5K | -71 | -5% |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$1.22M | -55,982 | Closed |
|
|
10
Jane Street
New York
| – | -$776K | -35,696 | Closed |
|
11
Morgan Stanley
New York
| – | -$30 | -1 | Closed |
|
CPLB Hedge Fund Activity: Q4 2024 in Review
8 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NYLI MacKay Core Plus Bond ETF (CPLB) for Q4 2024, worth a combined $300M — up 81% from $166M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CPLB and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.
The largest buyer was New York Life Investment Management, adding an estimated $141M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.22M sold.
- 8 institutional investors held NYLI MacKay Core Plus Bond ETF (CPLB) as of Q4 2024, down from 9 in Q3 2024.
- Funds reported $300M of NYLI MacKay Core Plus Bond ETF stock for Q4 2024, up 81% quarter-over-quarter.
- 2 funds opened new NYLI MacKay Core Plus Bond ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
- The largest NYLI MacKay Core Plus Bond ETF buyer in Q4 2024 was New York Life Investment Management, an estimated $141M added.
- The largest NYLI MacKay Core Plus Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2024.