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CSML

IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML

Delisted

CSML was delisted on the 22nd of April, 2024.

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20 hedge funds and large institutions have $201M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more funds holding

Funds holding: 9 → 20 (+11)

86% more capital invested

Capital invested by funds: $108M → $201M (+$92.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
20
Holders Change
+11
Holders Change %
+122.22%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
9
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NYLIM
New York Life Investment Management
New York
+$45.4M
2
NYLIC
New York Life Insurance Company
New York
+$11.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.73M
4
Bank of America
Bank of America
North Carolina
+$3.62M
5
LPL Financial
LPL Financial
California
+$2.51M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$115M +$45.4M +1,797,618 +73%
NYLIC
2
New York Life Insurance Company
New York
$52.6M +$11.1M +440,000 +29%
Morgan Stanley
3
Morgan Stanley
New York
$9.29M +$8.73M +345,984 New
Bank of America
4
Bank of America
North Carolina
$6.96M +$3.62M +143,538 +124%
LPL Financial
5
LPL Financial
California
$3.82M +$2.51M +99,539 +233%
FHA
6
Flagship Harbor Advisors
Massachusetts
$1.79M +$1.66M +65,670 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.72M +$789K +31,251 +95%
Jane Street
8
Jane Street
New York
$1.5M +$1.41M +55,773 New
CCM
9
Cribstone Capital Management
Maine
$1.34M +$1.26M +49,987 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.27M +$1.19M +47,281 New
CWM
11
Cornerstone Wealth Management
Missouri
$1.24M +$1.15M +45,745 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$981K +$922K +36,549 New
RJA
13
Raymond James & Associates
Florida
$893K +$576K +22,809 +218%
MML Investors Services
14
MML Investors Services
Massachusetts
$891K +$838K +33,196 New
CA
15
Cetera Advisors
Colorado
$823K +$14K +555 +2%
PAG
16
Private Advisor Group
New Jersey
$342K +$99.8K +3,955 +46%
VF
17
Virtu Financial
New York
$206K +$194K +7,671 New
IA
18
IFP Advisors
Florida
$191K +$180K +7,126 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$43K +$34.1K +1,351 +563%
AG
20
Advisor Group
Arizona
$3K +$2.55K +101 New

CSML Hedge Fund Activity: Q3 2017 in Review

20 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q3 2017, worth a combined $201M — up 86% from $108M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CSML positions and 0 closed out — a net gain of 11 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $45.4M.

  • 20 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q3 2017, up from 9 in Q2 2017.
  • Funds reported $201M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q3 2017, up 86% quarter-over-quarter.
  • 11 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q3 2017 and 0 closed out, a net change of +11 holders.
  • The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q3 2017 was New York Life Investment Management, an estimated $45.4M added.

Based on aggregated 13F filings for Q3 2017.