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 $231M invested in IndexIQ ETF Trust IQ U.S. Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
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: 2 | Existing positions closed: 2
15% less capital invested
Capital invested by funds: $271M → $231M (-$40.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.49K |
| 3 |
LF
Lee Financial
Dallas,
Texas
|
+$1.66K |
| 4 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
+$133 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$31.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $229M | -$31.6M | -951,070 | -12% |
|
|
TFGT
2
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1.29M | +$133 | +4 | +0% |
|
|
3
Morgan Stanley
New York
| $111K | +$19K | +572 | +20% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $60.7K | – | – | – |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $16.8K | – | – | – |
|
6
Bank of America
Charlotte,
North Carolina
| $4.8K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $3.36K | +$3.49K | +105 | New |
|
|
LF
8
Lee Financial
Dallas,
Texas
| $1.6K | +$1.66K | +50 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1M | -30,208 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$7.46K | -225 | Closed |
|
CLRG Hedge Fund Activity: Q3 2023 in Review
8 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) for Q3 2023, worth a combined $231M — down 15% from $271M a quarter earlier.
Fund positioning in CLRG was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19K. The largest seller was New York Life Investment Management, cutting an estimated $31.6M.
- 8 institutional investors held IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $231M of IndexIQ ETF Trust IQ U.S. Large Cap ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 2 funds opened new IndexIQ ETF Trust IQ U.S. Large Cap ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF buyer in Q3 2023 was Morgan Stanley, an estimated $19K added.
- The largest IndexIQ ETF Trust IQ U.S. Large Cap ETF seller in Q3 2023 was New York Life Investment Management, an estimated $31.6M sold.
Based on aggregated 13F filings for Q3 2023.