IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
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.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
5% more funds holding
Funds holding: 39 → 41 (+2)
1% more capital invested
Capital invested by funds: $489M → $493M (+$3.99M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$11.7M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$5.71M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.54M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.49M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$5.47M |
| 2 |
MSL
Mackay Shields LLC
New York
|
-$4.52M |
| 3 |
Morgan Stanley
New York
|
-$3.34M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.92M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$922K |
CSML Hedge Fund Activity: Q3 2018 in Review
41 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q3 2018, worth a combined $493M — up 0.82% from $489M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSML positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $11.7M. The largest seller was Cornerstone Wealth Management, cutting an estimated $5.47M.
- 41 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q3 2018, up from 39 in Q2 2018.
- Funds reported $493M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q3 2018, up 0.82% quarter-over-quarter.
- 8 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q3 2018 and 6 closed out, a net change of +2 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q3 2018 was New York Life Investment Management, an estimated $11.7M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $5.47M sold.
Based on aggregated 13F filings for Q3 2018.