NEW YORK LIFE INVESTMENT MANAGEMENT LLC MMCA — INDEXIQ ACTIVE ETF TR

Ownership history in NEW YORK LIFE INVESTMENT MANAGEMENT LLC  ·  18 quarters on record

AI Ownership Summary

NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported INDEXIQ ACTIVE ETF TR (MMCA) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.5% in 2026 Q2. The latest visible filing shows MMCA at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEW YORK LIFE INVESTMENT MANAGEMENT LLC's position in INDEXIQ ACTIVE ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MMCA was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NEW YORK LIFE INVESTMENT MANAGEMENT LLC held MMCA — position size vs. price
% of Fund (quarterly)    MMCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,273,186 +2,788,137 +574.8% 0.50% $71.3M 2026-08-10 $21.38
2026 Q1 UNCHANGED — — — 485,049 — 0% 0.09% $10.5M 2026-05-07 $21.40
2025 Q4 UNCHANGED — — — 485,049 — 0% 0.09% $10.6M 2026-02-05 $21.55
2025 Q3 UNCHANGED — — — 485,049 — 0% 0.09% $10.5M 2025-11-06 $21.19
2025 Q2 UNCHANGED — — — 485,049 — 0% 0.10% $10.3M 2025-08-01 $20.50
2025 Q1 UNCHANGED — — — 485,049 — 0% 0.11% $10.4M 2025-05-08 $20.14
2024 Q4 UNCHANGED — — — 485,049 — 0% 0.10% $10.4M 2025-02-05 $20.34
2024 Q3 UNCHANGED — — — 485,049 — 0% 0.10% $10.6M 2024-11-07 $20.05
2024 Q2 UNCHANGED — — — 485,049 — 0% 0.10% $10.4M 2024-08-05 $20.17
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMCA

As of 2026 Q3 — sorted by position size

Sprinkle Financial Consultants LLC 0.11%

FAQ About NEW YORK LIFE INVESTMENT MANAGEMENT LLC and MMCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported owning MMCA?

NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported MMCA across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MMCA position in NEW YORK LIFE INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for MMCA was 0.50% in 2026 Q2.

What is the latest reported MMCA position on this page?

The most recent filing on this page is 2026 Q2, when NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported 3,273,186 shares, equal to 0.50% of portfolio, with an estimated market value of $71.3M.

What does the chart on this MMCA ownership page compare?

The chart compares NEW YORK LIFE INVESTMENT MANAGEMENT LLC's quarterly MMCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NEW YORK LIFE INVESTMENT MANAGEMENT LLC time their MMCA position?

Based on 13F filing dates vs. subsequent MMCA price moves, NEW YORK LIFE INVESTMENT MANAGEMENT LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on MMCA relative to SPY over the holding period was +205.7%.

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