IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
26 hedge funds and large institutions have $184M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $156M → $184M (+$27.9M)
8% more funds holding
Funds holding: 24 → 26 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$623K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$412K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$389K |
| 4 |
Morgan Stanley
New York
|
+$258K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$998K |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$667K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$330K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$158K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| $1K | -$158K | -4,777 | -100% |
|
27
Citigroup
New York
| – | -$2K | -66 | Closed |
|
|
CCM
28
Cribstone Capital Management
Augusta,
Maine
| – | -$2K | -59 | Closed |
|
CSML Hedge Fund Activity: Q1 2021 in Review
26 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q1 2021, worth a combined $184M — up 18% from $156M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CSML positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $623K. The largest seller was Stifel Financial, cutting an estimated $998K.
- 26 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q1 2021, up from 24 in Q4 2020.
- Funds reported $184M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 4 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q1 2021 and 2 closed out, a net change of +2 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q1 2021 was Bank of America, an estimated $623K added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q1 2021 was Stifel Financial, an estimated $998K sold.
Based on aggregated 13F filings for Q1 2021.