IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
CLRG was delisted on the 12th of December, 2023.
11 hedge funds and large institutions have $293M invested in IndexIQ ETF Trust IQ U.S. Large Cap ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
3% more capital invested
Capital invested by funds: $284M → $293M (+$8.99M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$154K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$41K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.87K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.33K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$7.77M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.08M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$102K |
| 4 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
-$78.2K |
| 5 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $290M | -$7.77M | -256,717 | -3% |
|
|
TFGT
2
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1.31M | -$78.2K | -2,581 | -6% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $803K | +$154K | +5,091 | +24% |
|
|
RJFSA
4
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $780K | -$1.08M | -35,562 | -59% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $78K | +$8.87K | +293 | +13% |
|
|
6
UBS Group
Zurich,
Switzerland
| $74K | +$41K | +1,353 | +132% |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $19.8K | – | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $11K | +$11.1K | +368 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2K | +$2.33K | +77 | New |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$102K | -3,545 | Closed |
|
|
WWMSC
12
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$23K | -800 | Closed |
|
|
13
Fidelity Investments
Boston,
Massachusetts
| – | +$30 | +1 | New |
|
CLRG Hedge Fund Activity: Q1 2021 in Review
11 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) for Q1 2021, worth a combined $293M — up 3.2% from $284M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CLRG positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $154K. The largest seller was New York Life Investment Management, cutting an estimated $7.77M.
- 11 institutional investors held IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) as of Q1 2021, up from 10 in Q4 2020.
- Funds reported $293M of IndexIQ ETF Trust IQ U.S. Large Cap ETF stock for Q1 2021, up 3.2% quarter-over-quarter.
- 3 funds opened new IndexIQ ETF Trust IQ U.S. Large Cap ETF positions in Q1 2021 and 2 closed out, a net change of +1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF buyer in Q1 2021 was Susquehanna International Group, an estimated $154K added.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF seller in Q1 2021 was New York Life Investment Management, an estimated $7.77M sold.
Based on aggregated 13F filings for Q1 2021.