Nylim Mackay Core Plus BondCPLBETF
13F holders, Q4 2024 (December 31)8holders −1
2new positions
3sold out
$20.81avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Nylim Mackay Core Plus Bond (CPLB) in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were New York Life Investment Management LLC ($292.4M), Stewardship Advisors, LLC ($4.3M) and Orion Porfolio Solutions, LLC ($672K).
- Company
- Nylim Mackay Core Plus Bond
- Filed as
- NEW YORK LIFE INVTS ACTIVE E (Q4 2024)
- CUSIP
- 45409F785
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4.8M |
| Exits | 3 | $2.0M |
All 13F filers, Q3 2024 → Q4 2024: 6,882,116 shares bought and 99,330 shares sold, net +6,782,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| New York Life Investment Management LLC | 2.86% | Add +89.9% | 14,051,884 | $292.4M |
| Stewardship Advisors, LLC | 1.20% | New | 207,850 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.3% | 32,273 | $672K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.3% | 32,273 | $672K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.0% | 30,409 | $633K |
| Keudell/Morrison Wealth Management | 0.15% | Add +4.5% | 26,815 | $558K |
| Envestnet Asset Management Inc. | 0.00% | New | 21,759 | $453K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.6% | 1,476 | $31K |
"% of holder's portfolio" is CPLB's weight in each manager's 13F, not the share of Nylim Mackay Core Plus Bond the manager owns.