CSML

IndexIQ ETF Trust IQ U.S. Small Cap ETF

Delisted

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

35 hedge funds and large institutions have $638M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
19
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MSL
1
Mackay Shields LLC
New York
$284M 10,400,603 +10,400,603 New
NYLIM
2
New York Life Investment Management
New York
$240M 8,792,570 +2,139,880 +32%
Morgan Stanley
3
Morgan Stanley
New York
$40.1M 1,471,705 +120,772 +9%
Bank of America
4
Bank of America
North Carolina
$16.4M 602,641 +91,516 +18%
LPL Financial
5
LPL Financial
California
$9.79M 358,701 +114,555 +47%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.02M 257,157 +142,768 +125%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6M 220,075 +111,344 +102%
RJA
8
Raymond James & Associates
Florida
$5.44M 199,282 +132,532 +199%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.99M 182,777 +86,890 +91%
AI
10
Atria Investments
North Carolina
$4.02M 147,493 -5,404 -4%
UR
11
USCA RIA
Texas
$3.76M 137,729 +137,729 New
Stifel Financial
12
Stifel Financial
Missouri
$2.99M 109,610 +5,035 +5%
XS
13
XML Securities
Maryland
$1.64M 60,161 +2,700 +5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.61M 59,137 +1,948 +3%
CA
15
Cetera Advisors
Colorado
$1.51M 55,395 +2,879 +5%
CCM
16
Cribstone Capital Management
Maine
$1.39M 50,889 +146 +0.3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.36M 49,713 +49,713 New
CWM
18
Cornerstone Wealth Management
Missouri
$1.31M 49,413 +2,137 +5%
WI
19
WBI Investments
New Jersey
$1.24M 45,360 +45,360 New
Wells Fargo
20
Wells Fargo
California
$1.02M 37,198 +37,198 New
HighTower Advisors
21
HighTower Advisors
Illinois
$802K 29,355 +6,734 +30%
IA
22
IFP Advisors
Florida
$396K 14,130
PCG
23
Private Capital Group
Connecticut
$378K 13,850 +13,354 +2,692%
WWM
24
Wagner Wealth Management
South Carolina
$367K 13,470 +7,625 +130%
PAG
25
Private Advisor Group
New Jersey
$273K 10,006 -4,796 -32%