CSML

IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML

Overview Fund Activity
Delisted

CSML was delisted on the 22nd of April, 2024.

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41 hedge funds and large institutions have $493M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
16
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$297M
2
LNC
2
Lincoln National Corp
Pennsylvania
$6.71M
3
Wells Fargo
3
Wells Fargo
California
$9.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.38M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$45.7M
2
MSL
2
Mackay Shields LLC
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$39.4M
4
WI
4
WBI Investments
New Jersey
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.37M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
26
FDx Advisors
Illinois
$267K 9,436 +9,436 New
US Bancorp
27
US Bancorp
Minnesota
$134K 4,750 – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$134K 4,755 +4,755 New
SPIA
29
Steward Partners Investment Advisory
New York
$127K 4,505 -321 -7%
AG
30
Advisor Group
Arizona
$76K 2,669 +701 +36%
SWP
31
Stratos Wealth Partners
Ohio
$32K 1,150 +1,150 New
AF
32
Advisornet Financial
Minnesota
$29K 1,023 -248 -20%
UBS Group
33
UBS Group
Switzerland
$23K 810 +810 New
SWM
34
SeaCrest Wealth Management
New York
$22K 769 +769 New
APA
35
American Portfolios Advisors
New York
$8.05K 285 – –
Deutsche Bank
36
Deutsche Bank
Germany
$8K 277 -26,377 -99%
1IA
37
1834 Investment Advisors
Wisconsin
$5K 175 – –
Citigroup
38
Citigroup
New York
$5K 170 – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$5K 184 +184 New
BWL
40
Bogart Wealth LLC
Virginia
$3K 91 +18 +25%
MSL
41
Mackay Shields LLC
New York
– – -158,033 Closed
WI
42
WBI Investments
New Jersey
– – -67,170 Closed
WS
43
Wedbush Securities
California
– – -7,025 Closed
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
– – -2,757 Closed
AWMS
45
Advocacy Wealth Management Services
Georgia
– – -765 Closed
JA
46
JOYN Advisors
Georgia
– – -328 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$0 6 +6 New
1
2