Stammdaten
Unternehmen & Branche
| Name | New York Life Investments ETF Trust |
|---|---|
| Ticker | |
| CIK | 0001415995 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18.773.421 | 0 | 18.773.421 | 745.531.451 | Neu | +100,0% | |
| MORGAN STANLEY | 13.467.844 | 0 | 13.467.844 | 375.145.403 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 10.945.752 | 0 | 10.945.752 | 287.339.633 | Neu | +100,0% | |
| Orgel Wealth Management, LLC | 6.575.324 | 0 | 6.575.324 | 158.498.187 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 4.718.253 | 0 | 4.718.253 | 158.239.584 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 4.786.888 | 0 | 4.786.888 | 137.802.550 | Neu | +100,0% | |
| LPL Financial LLC | 4.491.508 | 0 | 4.491.508 | 125.895.062 | Neu | +100,0% | |
| UBS Group AG | 4.242.661 | 0 | 4.242.661 | 117.306.609 | Neu | +100,0% | |
| Mariner, LLC | 2.853.836 | 0 | 2.853.836 | 83.928.255 | Neu | +100,0% | |
| Meeder Advisory Services, Inc. | 2.944.732 | 0 | 2.944.732 | 70.982.757 | Neu | +100,0% | |
| Schneider Downs Wealth Management Advisors, LP | 2.692.407 | 0 | 2.692.407 | 64.855.876 | Neu | +100,0% | |
| Cetera Investment Advisers | 2.247.134 | 0 | 2.247.134 | 55.501.587 | Neu | +100,0% | |
| IAG Wealth Partners, LLC | 1.905.068 | 0 | 1.905.068 | 45.921.669 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 1.540.528 | 0 | 1.540.528 | 43.913.000 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 1.458.959 | 0 | 1.458.959 | 41.782.083 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.057.142 | 0 | 1.057.142 | 33.294.255 | Neu | +100,0% | |
| Midwest Trust Co | 1.261.255 | 0 | 1.261.255 | 30.402.552 | Neu | +100,0% | |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 1.258.015 | 0 | 1.258.015 | 30.047.855 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 861.028 | 0 | 861.028 | 23.921.219 | Neu | +100,0% | |
| Pallas Capital Advisors LLC | 935.130 | 0 | 935.130 | 22.402.112 | Neu | +100,0% | |
| Mason & Associates Inc | 656.839 | 0 | 656.839 | 21.386.676 | Neu | +100,0% | |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 584.985 | 0 | 584.985 | 19.643.764 | Neu | +100,0% | |
| Landmark Wealth Management, LLC | 608.052 | 0 | 608.052 | 19.284.420 | Neu | +100,0% | |
| Lebenthal Global Advisors, LLC | 699.548 | 0 | 699.548 | 16.862.605 | Neu | +100,0% | |
| Sanctuary Advisors, LLC | 580.912 | 0 | 580.912 | 16.762.575 | Neu | +100,0% | |
| Orion Porfolio Solutions, LLC | 629.569 | 0 | 629.569 | 15.526.288 | Neu | +100,0% | |
| Rockefeller Capital Management L.P. | 547.362 | 0 | 547.362 | 15.493.596 | Neu | +100,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 549.339 | 0 | 549.339 | 15.191.318 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 428.973 | 0 | 428.973 | 13.490.310 | Neu | +100,0% | |
| ACT Advisors, LLC. | 555.403 | 0 | 555.403 | 13.168.598 | Neu | +100,0% | |
| TruWealth Advisors, LLC | 534.964 | 0 | 534.964 | 12.895.306 | Neu | +100,0% | |
| CFO4Life Group, LLC | 532.593 | 0 | 532.593 | 12.824.848 | Neu | +100,0% | |
| CONDOR CAPITAL MANAGEMENT | 506.262 | 0 | 506.262 | 12.203.460 | Neu | +100,0% | |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 503.000 | 0 | 503.000 | 12.124.816 | Neu | +100,0% | |
| RTD Financial Advisors, Inc. | 501.916 | 0 | 501.916 | 11.900.430 | Neu | +100,0% | |
| Ameritas Investment Partners, Inc. | 348.076 | 0 | 348.076 | 11.688.545 | Neu | +100,0% | |
| MassMutual Private Wealth & Trust, FSB | 459.502 | 445.536 | 13.966 | 11.188.874 | Aufgestockt | +3,1% | |
| GREAT VALLEY ADVISOR GROUP, INC. | 434.550 | 0 | 434.550 | 10.475.288 | Neu | +100,0% | |
| Summit Financial, LLC | 415.885 | 0 | 415.885 | 10.051.853 | Neu | +100,0% | |
| Hudock, Inc. | 412.549 | 0 | 412.549 | 9.944.506 | Neu | +100,0% | |
| INVENIO WEALTH PARTNERS LLC | 410.043 | 0 | 410.043 | 9.884.087 | Neu | +100,0% | |
| VICUS CAPITAL | 379.865 | 0 | 379.865 | 9.156.644 | Neu | +100,0% | |
| Avior Wealth Management, LLC | 372.122 | 242.530 | 129.592 | 9.061.162 | Aufgestockt | +53,4% | |
| Dynamic Advisor Solutions LLC | 358.921 | 364.218 | -5.297 | 8.917.831 | Reduziert | -1,5% | |
| Concurrent Investment Advisors, LLC | 261.279 | 0 | 261.279 | 8.773.755 | Neu | +100,0% | |
| Gladstone Institutional Advisory LLC | 264.260 | 0 | 264.260 | 8.663.439 | Neu | +100,0% | |
| STIFEL FINANCIAL CORP | 356.185 | 0 | 356.185 | 8.585.839 | Neu | +100,0% | |
| MARINO, STRAM & ASSOCIATES LLC | 250.304 | 0 | 250.304 | 8.405.194 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 326.004 | 0 | 326.004 | 7.918.504 | Neu | +100,0% | |
| Cerity Partners LLC | 233.733 | 0 | 233.733 | 7.848.757 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 184 von typischerweise 8334 Fonds (2 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| MassMutual Private Wealth & Trust, FSB | 459.502 | 445.536 | +3,1% | 11.188.874 | 35,55 | 100 % | 12 Q |
| Avior Wealth Management, LLC | 372.122 | 242.530 | +53,4% | 9.061.162 | 28,79 | 0 % | 2 Q |
| Dynamic Advisor Solutions LLC | 358.921 | 364.218 | -1,5% | 8.917.831 | 28,34 | 0 % | 16 Q |
| Paul R. Ried Financial Group, LLC | 41.936 | 45.506 | -7,8% | 1.985.113 | 6,31 | 0 % | 7 Q |
| Bill Few Associates, Inc. | 13.132 | 13.132 | 0,0% | 319.764 | 1,02 | 100 % | 7 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 5 | 1,2 | 31 |
| 31.03.2026 | ✓ | 239 | 112,7 | 3.278 |
| 31.12.2025 | ✓ | 223 | 107,3 | 3.084 |
| 30.09.2025 | ✓ | 203 | 111,0 | 3.111 |
| 30.06.2025 | ✓ | 193 | 89,2 | 2.376 |
| 31.03.2025 | ✓ | 185 | 90,6 | 2.341 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Ameritas Investment Partners, Inc. | 348.076 | 11.688.545 |
| Darwin Wealth Management, LLC | 270.300 | 6.515.583 |
| Avior Wealth Management, LLC | 242.530 | 5.846.175 |
| Clear Trail Advisors, LLC | 198.526 | 4.785.470 |
| Focus Partners Advisor Solutions, LLC | 189.055 | 4.557.171 |
| Independent Advisor Alliance | 73.980 | 2.484.249 |
| NorthRock Partners, LLC | 68.582 | 2.302.984 |
| Ascentis Independent Advisors | 69.824 | 2.271.720 |
| Econ Financial Services Corp | 68.857 | 1.632.599 |
| TWO SIGMA INVESTMENTS, LP | 24.300 | 1.244.362 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18.773.421 | 5.210.129 | +38.4 % | 745.531.451 |
| MORGAN STANLEY | 13.467.844 | 2.972.273 | +28.3 % | 375.145.403 |
| AMERIPRISE FINANCIAL INC | 4.718.253 | 921.193 | +24.3 % | 158.239.584 |
| Meeder Advisory Services, Inc. | 2.944.732 | 683.938 | +30.3 % | 70.982.757 |
| Lebenthal Global Advisors, LLC | 699.548 | 655.819 | +1499.7 % | 16.862.605 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.057.142 | 628.536 | +146.6 % | 33.294.255 |
| ROYAL BANK OF CANADA | 1.540.528 | 581.495 | +60.6 % | 43.913.000 |
| LPL Financial LLC | 4.491.508 | 545.980 | +13.8 % | 125.895.062 |
| UBS Group AG | 4.242.661 | 489.851 | +13.1 % | 117.306.609 |
| BANK OF AMERICA CORP /DE/ | 10.945.752 | 451.656 | +4.3 % | 287.339.633 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Cerity Partners LLC | 233.733 | -165.668 | -41.5 % | 7.848.757 |
| Mariner, LLC | 2.853.836 | -147.727 | -4.9 % | 83.928.255 |
| GOLDMAN SACHS GROUP INC | 57.323 | -116.029 | -66.9 % | 2.838.242 |
| BCS Wealth Management | 90.606 | -77.874 | -46.2 % | 2.158.071 |
| Pallas Capital Advisors LLC | 935.130 | -67.306 | -6.7 % | 22.402.112 |
| SEEDS INVESTOR LLC | 33.343 | -61.154 | -64.7 % | 1.259.594 |
| Elequin Capital, LP | 132.867 | -50.738 | -27.6 % | 3.171.505 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 584.985 | -50.129 | -7.9 % | 19.643.764 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 549.339 | -47.835 | -8.0 % | 15.191.318 |
| BLVD Private Wealth, LLC | 8.032 | -24.053 | -75.0 % | 269.715 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck | Δ visuell |
|---|---|---|---|---|---|---|---|
| 10.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | ||
| 10.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | ||
| 10.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | ||
| 10.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | ||
| 10.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | ||
| 10.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | ||
| 10.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | Ausstieg | 0 | -76,00 pp | ||
| 05.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 76,00 % | 190.000 | +6,91 pp | ||
| 05.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 69,09 % | 190.000 | +45,06 pp | ||
| 05.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 71,53 % | 6.491.633 | -14,09 pp | ||
| 05.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 24,03 % | 4.637.369 | -51,31 pp | ||
| 05.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 75,34 % | 4.049.444 | -5,15 pp | ||
| 05.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 85,62 % | 6.143.061 | -7,50 pp | ||
| 05.01.2024 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 80,49 % | 5.191.469 | -16,52 pp | ||
| 08.07.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 93,12 % | 7.124.083 | +7,21 pp | ||
| 08.07.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 97,01 % | 6.208.761 | +45,41 pp | ||
| 08.07.2022 | NEW YORK LIFE INSURANCE CO. | Passiv (13G/A) | 76,00 % | 190.000 | 0,00 pp | ||
| 08.07.2022 | NEW YORK LIFE INSURANCE CO. | Passiv (13G/A) | 76,00 % | 190.000 | -3,62 pp | ||
| 08.07.2022 | NEW YORK LIFE INSURANCE CO. | Passiv (13G/A) | 79,62 % | 199.044 | -0,38 pp | ||
| 08.07.2022 | NEW YORK LIFE INSURANCE CO. | Passiv (13G/A) | 80,00 % | 200.000 | +4,00 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 51,60 % | 5.908.744 | -31,38 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 82,98 % | 5.103.240 | -12,02 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 85,91 % | 10.524.377 | -7,44 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 93,35 % | 7.280.913 | +6,55 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 95,00 % | 190.000 | 0,00 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 95,00 % | 190.000 | 0,00 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 95,00 % | 190.000 | -1,93 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 96,93 % | 6.494.385 | -1,21 pp | ||
| 10.06.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 98,14 % | 9.273.997 | +3,14 pp | ||
| 10.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 95,00 % | 190.000 | 0,00 pp | ||
| 10.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 95,00 % | 190.000 | 0,00 pp | ||
| 10.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 95,00 % | 190.000 | +42,49 pp | ||
| 09.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 52,51 % | 6.090.815 | -28,88 pp | ||
| 09.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 81,39 % | 4.761.180 | -14,73 pp | ||
| 09.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 86,80 % | 10.459.207 | -7,29 pp | ||
| 09.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 94,09 % | 7.150.965 | +6,73 pp | ||
| 09.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 96,12 % | 6.728.730 | -2,00 pp | ||
| 09.05.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 98,12 % | 9.321.644 | +3,12 pp | ||
| 11.04.2022 | NEW YORK LIFE INSURANCE CO. | Passiv (13G/A) | 76,00 % | 190.000 | +12,67 pp | ||
| 08.04.2022 | NEW YORK LIFE INVESTMENT MANAGEMENT, LLC. | Passiv (13G/A) | 95,00 % | 190.000 | 0,00 pp |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | Form | |
|---|---|---|---|
| 29.04.2022 | HV-Einladung | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Nur Metadaten — HV-Termine und Vergütung stehen im Dokument (SEC-Link).