IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
40 hedge funds and large institutions have $448M 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, 12 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
5% more funds holding
Funds holding: 38 → 40 (+2)
2% more capital invested
Capital invested by funds: $440M → $448M (+$8.06M)
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 |
MSL
Mackay Shields LLC
New York
|
-$4.52M |
| 2 |
Morgan Stanley
New York
|
-$3.34M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.92M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$922K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$766K |
CSML Hedge Fund Activity: Q3 2018 in Review
40 of the 4,391 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 $448M — up 1.8% from $440M 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 12 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $11.7M. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $4.52M sold.
- 40 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q3 2018, up from 38 in Q2 2018.
- Funds reported $448M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q3 2018, up 1.8% 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 Mackay Shields LLC, an estimated $4.52M sold.
Based on aggregated 13F filings for Q3 2018.