CSML

IndexIQ ETF Trust IQ U.S. Small Cap ETF

Delisted

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

41 hedge funds and large institutions have $493M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NYLIM
1
New York Life Investment Management
New York
$297M 10,514,906 +403,416 +4%
CWM
2
Cornerstone Wealth Management
Missouri
$45.7M 1,247,853 -188,318 -13%
Morgan Stanley
3
Morgan Stanley
New York
$39.4M 1,394,334 -115,206 -8%
Bank of America
4
Bank of America
North Carolina
$20.6M 728,939 +20,177 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17.6M 622,763 +51,214 +9%
LPL Financial
6
LPL Financial
California
$10.5M 372,506 -6,091 -2%
Wells Fargo
7
Wells Fargo
California
$9.21M 326,023 +52,975 +19%
RJA
8
Raymond James & Associates
Florida
$8.76M 310,000 +42,103 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.95M 245,985 +23,096 +10%
LNC
10
Lincoln National Corp
Pennsylvania
$6.71M 237,508 +196,679 +482%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.37M 225,307 -31,749 -12%
AI
12
Atria Investments
North Carolina
$4.51M 159,716 +8,366 +6%
UR
13
USCA RIA
Texas
$3.55M 125,507 -15,548 -11%
Stifel Financial
14
Stifel Financial
Missouri
$3.08M 108,980 -395 -0.4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.6M 92,073 +21,870 +31%
CA
16
Cetera Advisors
Colorado
$1.68M 59,385 +5,936 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.49M 52,647 +1,343 +3%
CCM
18
Cribstone Capital Management
Maine
$1.48M 52,244 +894 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$1.38M 48,726 +48,726 New
PAG
20
Private Advisor Group
New Jersey
$979K 34,651 +18,470 +114%
HighTower Advisors
21
HighTower Advisors
Illinois
$775K 27,307 -520 -2%
WWM
22
Wagner Wealth Management
South Carolina
$678K 23,995 +4,520 +23%
IA
23
IFP Advisors
Florida
$496K 17,535 -1,588 -8%
AWA
24
Arete Wealth Advisors
Illinois
$492K 17,425 -7,600 -30%
PCG
25
Private Capital Group
Connecticut
$380K 13,450 -250 -2%