IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
25 hedge funds and large institutions have $78.6M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less funds holding
Funds holding: 30 → 25 (-5)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
62% less capital invested
Capital invested by funds: $205M → $78.6M (-$126M)
69% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$319K |
| 3 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$239K |
| 4 |
Jane Street
New York
|
+$159K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$33.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$78.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 4 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
-$1.05M |
| 5 |
LPL Financial
San Diego,
California
|
-$392K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| – | -$364K | -13,296 | Closed |
|
27
HighTower Advisors
Chicago,
Illinois
| – | -$253K | -9,323 | Closed |
|
28
JP Morgan Chase
New York
| – | -$59K | -2,173 | Closed |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| – | -$9K | -318 | Closed |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -118 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$1.29K | -54 | -98% |
|
CSML Hedge Fund Activity: Q1 2020 in Review
25 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q1 2020, worth a combined $78.6M — down 62% from $205M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CSML and 3 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 4 added.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $1.7M. The largest seller was New York Life Investment Management, cutting an estimated $78.3M.
- 25 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q1 2020, down from 30 in Q4 2019.
- Funds reported $78.6M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q1 2020, down 62% quarter-over-quarter.
- 3 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q1 2020 and 6 closed out, a net change of -3 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q1 2020 was OneDigital Investment Advisors, an estimated $1.7M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q1 2020 was New York Life Investment Management, an estimated $78.3M sold.
Based on aggregated 13F filings for Q1 2020.