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 $207M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 23 → 26 (+3)
8% more capital invested
Capital invested by funds: $192M → $207M (+$15.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$18.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$706K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$464K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$241K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$92.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$376K |
| 2 |
Morgan Stanley
New York
|
-$306K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$168K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$67.2K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$17.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $3K | – | – | – |
|
CSML Hedge Fund Activity: Q3 2021 in Review
26 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q3 2021, worth a combined $207M — up 8.1% from $192M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CSML positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $18.8M. The largest seller was Osaic Holdings, cutting an estimated $376K.
- 26 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q3 2021, up from 23 in Q2 2021.
- Funds reported $207M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q3 2021, up 8.1% quarter-over-quarter.
- 3 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q3 2021 and 0 closed out, a net change of +3 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q3 2021 was New York Life Investment Management, an estimated $18.8M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q3 2021 was Osaic Holdings, an estimated $376K sold.
Based on aggregated 13F filings for Q3 2021.