New York Life Investments EtETF

13F holders, Q1 2025 (March 31)
5holders
1new positions
1sold out
$31.28avg. 13F price*

At the end of Q1 2025, 5 institutions reported holding New York Life Investments Et in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($6.2M), UBS Group AG ($20K) and Royal Bank of Canada ($11K).

Company
New York Life Investments Et
CUSIP
45409B321
Latest filing quarter
Q2 2025

History

Number of 13F holders

02468 Q1 2024: 7Q1 2024Q2 2024: 7Q2 2024Q3 2024: 7Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$33
Exits1$436K

All 13F filers, Q4 2024 → Q1 2025: 407 shares bought and 14,227 shares sold, net −13,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

New York Life Investment Management LLC 0.06% No change 199,044 $6.2M
UBS Group AG 0.00% Add +167.8% 648 $20K
Royal Bank of Canada 0.00% No change 350 $11K
JPMorgan Chase & Co. 0.00% No change 16 $500
Morgan Stanley 0.00% New 1 $33

"% of holder's portfolio" is NEW YORK LIFE INVESTMENTS ET's weight in each manager's 13F, not the share of New York Life Investments Et the manager owns.