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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

75 hedge funds and large institutions have $84.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

19% more funds holding

Funds holding: 6375 (+12)

18% more capital invested

Capital invested by funds: $71.8M → $84.5M (+$12.7M)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

4.99% more ownership

Funds ownership: 25.26%30.25% (+5%)

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$283K
RAM
52
Readystate Asset Management
Illinois
$269K +$272K +18,103 New
ACM
53
Arlington Capital Management
Illinois
$258K +$20.1K +1,339 +8%
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$256K +$3.84K +256 +2%
LCM
55
Landscape Capital Management
New Jersey
$247K -$94.9K -6,322 -28%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$238K +$4.97K +331 +2%
AAP
57
Arax Advisory Partners
Colorado
$222K -$3.57K -238 -2%
Osaic Holdings
58
Osaic Holdings
Arizona
$216K -$18.4K -1,226 -8%
CFGSD
59
Compass Financial Group (South Dakota)
South Dakota
$208K
Nomura Holdings
60
Nomura Holdings
Japan
$205K +$207K +13,812 New
MSFS
61
Main Street Financial Solutions
Pennsylvania
$202K +$52.3K +3,482 +34%
NW
62
NewEdge Wealth
Pennsylvania
$171K -$28.1K -1,870 -14%
CWP
63
Cyndeo Wealth Partners
Florida
$158K -$38.2K -2,544 -19%
FIT
64
Financially in Tune
Massachusetts
$155K +$156K +10,415 New
PPW
65
Pasadena Private Wealth
California
$149K +$150K +10,000 New
KAS
66
Kestra Advisory Services
Texas
$96.4K +$97.3K +6,481 New
CA
67
CoreCap Advisors
Michigan
$58.1K
Comerica Bank
68
Comerica Bank
Texas
$54.2K -$22.9K -1,527 -30%
CFFP
69
Center for Financial Planning
Michigan
$29.7K
KFA
70
Kelleher Financial Advisors
New York
$13.7K
KG
71
Kilter Group
New York
$12.7K +$870 +58 +7%
SWIM
72
Smallwood Wealth Investment Management
New Jersey
$11.1K
FIA
73
FNY Investment Advisers
New York
$8K
FFA
74
Farther Finance Advisors
California
$7.43K
HNB
75
Huntington National Bank
Ohio
$3.72K