IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
39 hedge funds and large institutions have $489M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
11% more funds holding
Funds holding: 35 → 39 (+4)
23% less capital invested
Capital invested by funds: $638M → $489M (-$148M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$39.2M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$37.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.67M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
-$290M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$969K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$55K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$54K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$43.2K |
CSML Hedge Fund Activity: Q2 2018 in Review
39 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q2 2018, worth a combined $489M — down 23% from $638M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSML positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 6 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $39.2M. The largest seller was Mackay Shields LLC, cutting an estimated $290M.
- 39 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q2 2018, up from 35 in Q1 2018.
- Funds reported $489M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q2 2018, down 23% quarter-over-quarter.
- 8 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q2 2018 and 3 closed out, a net change of +5 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $39.2M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q2 2018 was Mackay Shields LLC, an estimated $290M sold.
Based on aggregated 13F filings for Q2 2018.