MMSD Institutional Ownership
NYLI MacKay Muni Short Duration ETF
1W: +0.0%
1M: -1.9%
3M: -2.7%
YTD: -2.2%
1Y: -2.5%
$24.69
-0.04 (-0.15%)
Weekly Expected Move ±0.5%
$24
$25
$25
$25
$25
Overview
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Institutional Ownership — MMSD
12
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
120M
Total Invested
5
New Positions
3
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LL NEW | 3,955,410 | $98M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 460,006 | $11M | +443,539 | +2693.5% | 2Q | SEC ↗ |
| 3 | INVENIO WEALTH PARTNERS LLC NEW | 219,844 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 4 | M Wealth Management, LLC | 48,503 | $1M | +7,653 | +18.7% | 4Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 21,405 | $528K | +3,867 | +22.0% | 3Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 10,282 | $254K | -29,379 | -74.1% | 5Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC NEW | 8,876 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO NEW | 8,162 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 9 | UBS Group AG NEW | 690 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 10 | NEW YORK LIFE INSURANCE CO | 0 | $0K | -1,977,705 | -100.0% | 4Q | SEC ↗ |
| 11 | Octavia Wealth Advisors, LLC | 0 | $0K | -14,920 | -100.0% | 3Q | SEC ↗ |
| 12 | Breakwater Capital Group | 0 | $0K | -10,568 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| New York Life Investment Management | 3,955,410 | $98M |
| INVENIO WEALTH PARTNERS LLC | 219,844 | $5M |
| JANE STREET GROUP, LLC | 8,876 | $219K |
| JPMORGAN CHASE & CO | 8,162 | $201K |
| UBS Group AG | 690 | $17K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NEW YORK LIFE INSURANCE CO | 1,977,705 | $49M |
| Octavia Wealth Advisors, LLC | 14,920 | $368K |
| Breakwater Capital Group | 10,568 | $261K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | +443,539 | +2693.5% | 460,006 |
| M Wealth Management, LLC | +7,653 | +18.7% | 48,503 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +3,867 | +22.0% | 21,405 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -29,379 | -74.1% | 10,282 |