IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
30 hedge funds and large institutions have $205M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 5 closing their positions.
0% more capital invested
Capital invested by funds: $205M → $205M (+$70.4K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 32 → 30 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$456K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$246K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$176K |
| 5 |
Morgan Stanley
New York
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.42M |
| 2 |
Jane Street
New York
|
-$493K |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$479K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$347K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$316K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $9K | – | – | – |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $7.79K | – | – | – |
|
28
Citigroup
New York
| $5K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | +$3.11K | +118 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $1K | +$1.42K | +54 | +5,400% |
|
|
31
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.42M | -56,456 | Closed |
|
|
SFWC
32
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| – | -$259K | -10,294 | Closed |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| – | -$137K | -5,205 | Closed |
|
|
PCG
34
Private Capital Group
West Hartford,
Connecticut
| – | -$92K | -3,650 | Closed |
|
35
US Bancorp
Minneapolis,
Minnesota
| – | -$6K | -233 | Closed |
|
CSML Hedge Fund Activity: Q4 2019 in Review
30 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q4 2019, worth a combined $205M — up 0.03% from $205M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CSML and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.05M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.42M sold.
- 30 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q4 2019, down from 32 in Q3 2019.
- Funds reported $205M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q4 2019, up 0.03% quarter-over-quarter.
- 3 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q4 2019 and 5 closed out, a net change of -2 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $1.05M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2019.