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 $309M invested in IndexIQ ETF Trust IQ U.S. Large Cap ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
6% more capital invested
Capital invested by funds: $293M → $309M (+$16.4M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$52.4K |
| 2 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
+$27.4K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$5.24M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$592K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$18K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.37K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$3.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $307M | -$5.24M | -161,679 | -2% |
|
|
TFGT
2
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1.44M | +$27.4K | +844 | +2% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $845K | -$18K | -555 | -2% |
|
|
RJFSA
4
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $230K | -$592K | -18,247 | -73% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $84K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $70K | -$9.37K | -289 | -12% |
|
|
7
Morgan Stanley
New York
| $54K | +$52.4K | +1,616 | New |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $17K | -$3.63K | -112 | -18% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $12K | +$32 | +1 | +0.3% |
|
10
Bank of America
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$2K | -77 | Closed |
|
CLRG Hedge Fund Activity: Q2 2021 in Review
11 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) for Q2 2021, worth a combined $309M — up 5.6% from $293M a quarter earlier.
Fund positioning in CLRG was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $52.4K. The largest seller was New York Life Investment Management, cutting an estimated $5.24M.
- 11 institutional investors held IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $309M of IndexIQ ETF Trust IQ U.S. Large Cap ETF stock for Q2 2021, up 5.6% quarter-over-quarter.
- 1 fund opened new IndexIQ ETF Trust IQ U.S. Large Cap ETF positions in Q2 2021 and 1 closed out, a net change of 0 holders.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF buyer in Q2 2021 was Morgan Stanley, an estimated $52.4K added.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF seller in Q2 2021 was New York Life Investment Management, an estimated $5.24M sold.
Based on aggregated 13F filings for Q2 2021.