IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
CLRG was delisted on the 12th of December, 2023.
10 hedge funds and large institutions have $246M invested in IndexIQ ETF Trust IQ U.S. Large Cap ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
8% more capital invested
Capital invested by funds: $228M → $246M (+$17.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 11 → 10 (-1)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$792K |
| 2 |
NNP
Nachman Norwood & Parrott
Greenville,
South Carolina
|
+$25.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$21.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$919K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$509K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$453K |
| 4 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
-$28.3K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $242M | +$792K | +32,328 | +0.3% |
|
|
RJFSA
2
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $1.56M | -$10.7K | -436 | -0.7% |
|
|
TFGT
3
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1.12M | -$28.3K | -1,156 | -3% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $510K | -$919K | -37,516 | -65% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $100K | -$509K | -20,798 | -84% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $56K | +$12.5K | +512 | +30% |
|
7
Bank of America
Charlotte,
North Carolina
| $29K | -$612 | -25 | -2% |
|
|
NNP
8
Nachman Norwood & Parrott
Greenville,
South Carolina
| $26K | +$25.6K | +1,047 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $23K | +$21.5K | +876 | +1,718% |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $16K | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$453K | -19,486 | Closed |
|
12
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9K | -400 | Closed |
|
CLRG Hedge Fund Activity: Q3 2020 in Review
10 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) for Q3 2020, worth a combined $246M — up 7.7% from $228M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CLRG and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.
The largest buyer was New York Life Investment Management, adding an estimated $792K. The largest seller was Susquehanna International Group, cutting an estimated $919K.
- 10 institutional investors held IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) as of Q3 2020, down from 11 in Q2 2020.
- Funds reported $246M of IndexIQ ETF Trust IQ U.S. Large Cap ETF stock for Q3 2020, up 7.7% quarter-over-quarter.
- 1 fund opened new IndexIQ ETF Trust IQ U.S. Large Cap ETF positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF buyer in Q3 2020 was New York Life Investment Management, an estimated $792K added.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF seller in Q3 2020 was Susquehanna International Group, an estimated $919K sold.
Based on aggregated 13F filings for Q3 2020.