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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40 hedge funds and large institutions have $325M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
5
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$262M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.19M
3
EWM
3
Executive Wealth Management
Michigan
$1.64M
4
Ameriprise
4
Ameriprise
Minnesota
$471K
5
Jane Street
5
Jane Street
New York
$368K

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$993K
2
Morgan Stanley
2
Morgan Stanley
New York
$7.13M
3
Bank of America
3
Bank of America
North Carolina
$8.07M
4
LPL Financial
4
LPL Financial
California
$3.66M
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$291K 13,131 -4,404 -25%
PCG
27
Private Capital Group
Connecticut
$286K 12,765 -685 -5%
SS
28
Simplicity Solutions
Minnesota
$281K 12,587 +12,587 New
SFWC
29
Strategic Family Wealth Counselors
New Jersey
$202K 9,043 +9,043 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$107K 4,798 +43 +0.9%
FCA
31
FinTrust Capital Advisors
South Carolina
$80K 3,600 +3,600 New
AG
32
Advisor Group
Arizona
$47K 2,116 -553 -21%
AF
33
Advisornet Financial
Minnesota
$21K 948 -75 -7%
SWM
34
SeaCrest Wealth Management
New York
$17K 769 – –
APA
35
American Portfolios Advisors
New York
$6.36K 285 – –
Deutsche Bank
36
Deutsche Bank
Germany
$6K 277 – –
1IA
37
1834 Investment Advisors
Wisconsin
$4K 175 – –
Citigroup
38
Citigroup
New York
$4K 170 – –
BWL
39
Bogart Wealth LLC
Virginia
$2K 106 +15 +16%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1K 43 +37 +617%
AI
41
Atria Investments
North Carolina
– – -159,716 Closed
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
– – -92,073 Closed
FA
43
FDx Advisors
Illinois
– – -9,436 Closed
US Bancorp
44
US Bancorp
Minnesota
– – -4,750 Closed
SPIA
45
Steward Partners Investment Advisory
New York
– – -4,505 Closed
SWP
46
Stratos Wealth Partners
Ohio
– – -1,150 Closed
UBS Group
47
UBS Group
Switzerland
– – -810 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– – -184 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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