NYLIM MACKAY MUNI SHORT DURA (MMSD) Institutional Ownership Changes & 13F Activity

NYLIM MACKAY MUNI SHORT DURA (MMSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include New York Life Investment Management Llc, New York Life Insurance Co, Cetera Investment Advisers, Invenio Wealth Partners Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Royal Bank Of CanadaSell-29,379-74.1%10,282$260.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+8,876—8,876$224.87KQ2 2026Aug 14, 2026
Ubs Group AgBuy+690—690$17.48KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+443,539+2693.5%460,006$11.65MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+8,162—8,162$207.56KQ2 2026Aug 12, 2026
New York Life Investment Management LlcBuy+1,977,705—1,977,705$50.10MQ2 2026Aug 10, 2026
Invenio Wealth Partners LlcBuy+219,844—219,844$5.57MQ2 2026Jul 30, 2026
M Wealth Management, LlcBuy+7,653+18.7%48,503$1.23MQ2 2026Jul 27, 2026
Wealth Enhancement Advisory Services, LlcBuy+3,867+22.0%21,405$542.62KQ2 2026Jul 15, 2026
New York Life Insurance CoSell-1,977,705-100.0%0$0.00Q2 2026May 07, 2026
Breakwater Capital GroupSell-10,568-100.0%0$0.00Q2 2026Apr 20, 2026
Octavia Wealth Advisors, LlcSell-14,920-100.0%0$0.00Q2 2026Apr 10, 2026
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Frequently asked questions about MMSD activity

  • Which institutional owners are buying MMSD?

    Institutional owners buying MMSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MMSD activity?

    "Buy" means an investor increased their reported position in MMSD compared to the prior reporting period. This reflects growing exposure to NYLIM MACKAY MUNI SHORT DURA (MMSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MMSD increasing?

    Institutional interest in MMSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.