IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
20 hedge funds and large institutions have $189M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less capital invested
Capital invested by funds: $203M → $189M (-$13.9M)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
23% less funds holding
Funds holding: 26 → 20 (-6)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.57M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.34M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$38K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.8K |
| 5 |
SWIM
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
+$11.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$4.19M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.89M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$730K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$539K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$485K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| – | -$26K | -700 | Closed |
|
CSML Hedge Fund Activity: Q1 2022 in Review
20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q1 2022, worth a combined $189M — down 6.8% from $203M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CSML and 0 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $2.57M. The largest seller was New York Life Investment Management, cutting an estimated $4.19M.
- 20 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q1 2022, down from 26 in Q4 2021.
- Funds reported $189M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q1 2022, down 6.8% quarter-over-quarter.
- 0 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q1 2022 and 6 closed out, a net change of -6 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q1 2022 was Morgan Stanley, an estimated $2.57M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q1 2022 was New York Life Investment Management, an estimated $4.19M sold.
Based on aggregated 13F filings for Q1 2022.