IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
CLRG was delisted on the 12th of December, 2023.
12 hedge funds and large institutions have $340M invested in IndexIQ ETF Trust IQ U.S. Large Cap ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $304M → $340M (+$36.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 13 → 12 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$9.79M |
| 2 |
Morgan Stanley
New York
|
+$15.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$50.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17.2K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$12K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $336M | +$9.79M | +280,147 | +3% |
|
|
TFGT
2
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1.54M | – | – | – |
|
|
FTUS
3
Flow Traders U.S.
New York
| $1.35M | -$1.21M | -34,541 | -48% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $852K | -$50.6K | -1,448 | -6% |
|
|
RJFSA
5
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $238K | -$11K | -314 | -5% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $91K | – | – | – |
|
|
7
Morgan Stanley
New York
| $81K | +$15.5K | +442 | +25% |
|
8
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $39K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $28K | -$17.2K | -491 | -39% |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $19K | – | – | – |
|
11
Bank of America
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
CA
12
CoreCap Advisors
Southfield,
Michigan
| $1K | +$385 | +11 | New |
|
|
HI
13
Harbour Investments
Madison,
Wisconsin
| – | -$12K | -371 | Closed |
|
CLRG Hedge Fund Activity: Q4 2021 in Review
12 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) for Q4 2021, worth a combined $340M — up 12% from $304M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CLRG and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.
The largest buyer was New York Life Investment Management, adding an estimated $9.79M. The largest seller was Flow Traders U.S., cutting an estimated $1.21M.
- 12 institutional investors held IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) as of Q4 2021, down from 13 in Q3 2021.
- Funds reported $340M of IndexIQ ETF Trust IQ U.S. Large Cap ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 1 fund opened new IndexIQ ETF Trust IQ U.S. Large Cap ETF positions in Q4 2021 and 2 closed out, a net change of -1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF buyer in Q4 2021 was New York Life Investment Management, an estimated $9.79M added.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2021.