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CPLB

NYLI MacKay Core Plus Bond ETF

12 hedge funds and large institutions have $288M invested in NYLI MacKay Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $288M → $288M (+$288K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.63% less ownership

Funds ownership: 98.97%98.34% (-0.63%)

8% less funds holding

Funds holding: 1312 (-1)

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$272M -$1.94M -90,988 -0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.99M +$1.33M +62,116 +20%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.85M +$2.86M +134,182 New
FGA
4
Fortis Group Advisors
New Jersey
$1.66M +$378K +17,732 +29%
PFG
5
Prosperity Financial Group
California
$942K -$74.7K -3,501 -7%
Jane Street
6
Jane Street
New York
$761K +$389K +18,242 +104%
Morgan Stanley
7
Morgan Stanley
New York
$538K +$541K +25,337 +2,533,700%
KMWM
8
Keudell/Morrison Wealth Management
Oregon
$533K +$536K +25,120 New
BCI
9
Brinker Capital Investments
Pennsylvania
$465K +$7.94K +372 +2%
WIA
10
World Investment Advisors
California
$356K -$747 -35 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$256K -$448 -21 -0.2%
SPIA
12
Steward Partners Investment Advisory
New York
$52.8K -$1.41K -66 -3%
Citadel Advisors
13
Citadel Advisors
Florida
-$872K -40,768 Closed
JP Morgan Chase
14
JP Morgan Chase
New York
-$73.8K -3,453 Closed

CPLB Hedge Fund Activity: Q4 2025 in Review

12 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in NYLI MacKay Core Plus Bond ETF (CPLB) for Q4 2025, worth a combined $288M — up 0.1% from $288M a quarter earlier.

Fund positioning in CPLB was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.86M. The largest seller was New York Life Investment Management, cutting an estimated $1.94M.

  • 12 institutional investors held NYLI MacKay Core Plus Bond ETF (CPLB) as of Q4 2025, down from 13 in Q3 2025.
  • Funds reported $288M of NYLI MacKay Core Plus Bond ETF stock for Q4 2025, up 0.1% quarter-over-quarter.
  • 2 funds opened new NYLI MacKay Core Plus Bond ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
  • The largest NYLI MacKay Core Plus Bond ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $2.86M added.
  • The largest NYLI MacKay Core Plus Bond ETF seller in Q4 2025 was New York Life Investment Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2025.