New York Life Investments EtETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 16 institutions reported holding New York Life Investments Et in their 13F filings, up 5 from Q2 2024. 5 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($148.1M), Citadel Advisors ($3.1M) and Envestnet Asset Management Inc. ($1.2M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- New York Life Investments Et
- CUSIP
- 45409B362
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.5M |
| Exits | 1 | $562K |
All 13F filers, Q2 2024 → Q3 2024: 172,732 shares bought and 26,643 shares sold, net +146,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| New York Life Investment Management LLC | 1.44% | Add +0.5% | 4,221,670 | $148.1M |
| Citadel Advisors | 0.00% | New | 87,864 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.0% | 34,398 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +5.0% | 31,172 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -22.8% | 31,035 | $1.1M |
| N.E.W. Advisory Services LLC | 0.10% | Add +50.8% | 29,253 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +3.8% | 25,642 | $900K |
| Old Mission Capital LLC | 0.02% | New | 19,915 | $699K |
| Gotham Asset Management | 0.01% | New | 17,245 | $605K |
| Osaic Holdings, Inc. | 0.00% | Add +22.4% | 7,860 | $276K |
| JPMorgan Chase & Co. | 0.00% | New | 2,637 | $93K |
| IFP Advisors, Inc | 0.00% | No change | 2,250 | $79K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -24.1% | 811 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 109 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 100 | $4K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 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.