IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
CLRG was delisted on the 12th of December, 2023.
8 hedge funds and large institutions have $271M invested in IndexIQ ETF Trust IQ U.S. Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (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
2% less capital invested
Capital invested by funds: $276M → $271M (-$4.49M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.28K |
| 2 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
+$970 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$10.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 3 |
Morgan Stanley
New York
|
-$21.8K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$97 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $269M | -$10.4M | -322,903 | -4% |
|
|
TFGT
2
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1.33M | +$970 | +30 | +0.1% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1M | -$97 | -3 | -0% |
|
|
4
Morgan Stanley
New York
| $95.7K | -$21.8K | -674 | -19% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $62.9K | – | – | – |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $17.4K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $7.46K | +$7.28K | +225 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $4.97K | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$1.13M | -34,844 | Closed |
|
CLRG Hedge Fund Activity: Q2 2023 in Review
8 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) for Q2 2023, worth a combined $271M — down 1.6% from $276M a quarter earlier.
Fund positioning in CLRG was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $7.28K. The largest seller was New York Life Investment Management, cutting an estimated $10.4M.
- 8 institutional investors held IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $271M of IndexIQ ETF Trust IQ U.S. Large Cap ETF stock for Q2 2023, down 1.6% quarter-over-quarter.
- 1 fund opened new IndexIQ ETF Trust IQ U.S. Large Cap ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF buyer in Q2 2023 was UBS Group, an estimated $7.28K added.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF seller in Q2 2023 was New York Life Investment Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2023.