IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
37 hedge funds and large institutions have $305M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $325M → $305M (-$20M)
8% less funds holding
Funds holding: 40 → 37 (-3)
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$163K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$109K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$93.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$44.6M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
-$2.24M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.92M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.69M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.69M |
CSML Hedge Fund Activity: Q1 2019 in Review
37 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q1 2019, worth a combined $305M — down 6.1% from $325M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CSML and 4 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 10 added.
The largest buyer was Atria Investments, opening a new position worth an estimated $1.78M. The largest seller was New York Life Investment Management, cutting an estimated $44.6M.
- 37 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q1 2019, down from 40 in Q4 2018.
- Funds reported $305M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q1 2019, down 6.1% quarter-over-quarter.
- 4 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q1 2019 and 7 closed out, a net change of -3 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q1 2019 was Atria Investments, an estimated $1.78M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q1 2019 was New York Life Investment Management, an estimated $44.6M sold.
Based on aggregated 13F filings for Q1 2019.