NYLI MacKay Core Plus Bond ETF
CPLB
10 hedge funds and large institutions have $280M invested in NYLI MacKay Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
1.55% more ownership
Funds ownership: 97% → 98.55% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $300M → $280M (-$20.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.03M |
| 2 |
Jane Street
New York
|
+$735K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$599K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$415K |
| 5 |
PFG
Prosperity Financial Group
San Ramon,
California
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$25.2M |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$4.32M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$30.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $273M | -$25.2M | -1,195,198 | -9% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.51M | +$1.03M | +49,141 | +226% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.25M | +$599K | +28,428 | +93% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $751K | +$64.9K | +3,083 | +10% |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $751K | +$64.9K | +3,083 | +10% |
|
|
6
Jane Street
New York
| $742K | +$735K | +34,897 | New |
|
|
KMWM
7
Keudell/Morrison Wealth Management
Salem,
Oregon
| $607K | +$37.2K | +1,766 | +7% |
|
|
8
Citadel Advisors
Miami,
Florida
| $419K | +$415K | +19,696 | New |
|
|
PFG
9
Prosperity Financial Group
San Ramon,
California
| $342K | +$339K | +16,117 | New |
|
10
Morgan Stanley
New York
| $30 | +$21 | +1 | New |
|
|
SA
11
Stewardship Advisors
Mount Joy,
Pennsylvania
| – | -$4.32M | -207,850 | Closed |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$30.7K | -1,476 | Closed |
|
CPLB Hedge Fund Activity: Q1 2025 in Review
10 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in NYLI MacKay Core Plus Bond ETF (CPLB) for Q1 2025, worth a combined $280M — down 6.7% from $300M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CPLB positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.03M. The largest seller was New York Life Investment Management, cutting an estimated $25.2M.
- 10 institutional investors held NYLI MacKay Core Plus Bond ETF (CPLB) as of Q1 2025, up from 8 in Q4 2024.
- Funds reported $280M of NYLI MacKay Core Plus Bond ETF stock for Q1 2025, down 6.7% quarter-over-quarter.
- 4 funds opened new NYLI MacKay Core Plus Bond ETF positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest NYLI MacKay Core Plus Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.03M added.
- The largest NYLI MacKay Core Plus Bond ETF seller in Q1 2025 was New York Life Investment Management, an estimated $25.2M sold.
Based on aggregated 13F filings for Q1 2025.