IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
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.
850% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 2
97% more capital invested
Capital invested by funds: $323M → $638M (+$315M)
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
13% more funds holding
Funds holding: 31 → 35 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
+$294M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$60.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.03M |
| 4 |
UR
USCA RIA
Houston,
Texas
|
+$3.89M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$1.91M |
| 2 |
Jane Street
New York
|
-$1.47M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.01M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$499K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$153K |
CSML Hedge Fund Activity: Q1 2018 in Review
35 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q1 2018, worth a combined $638M — up 97% from $323M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CSML positions and 6 closed out — a net gain of 5 holders — while 19 added to existing stakes and 2 trimmed.
The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $294M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $1.91M sold.
- 35 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q1 2018, up from 31 in Q4 2017.
- Funds reported $638M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q1 2018, up 97% quarter-over-quarter.
- 11 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q1 2018 and 6 closed out, a net change of +5 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q1 2018 was Mackay Shields LLC, an estimated $294M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q1 2018 was Flagship Harbor Advisors, an estimated $1.91M sold.
Based on aggregated 13F filings for Q1 2018.