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 $325M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 21 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0.59% more ownership
Funds ownership: 89.26% → 89.85% (+0.59%)
0% more funds holding
Funds holding: 40 → 40 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
46% less capital inflows, than outflows
Capital inflows: $38.3M | Capital outflows: $70.8M
76% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York Life Investment Management
New York
|
+$30.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.45M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$528K |
| 4 |
Jane Street
New York
|
+$412K |
| 5 |
Two Sigma Securities
New York
|
+$353K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$26.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.19M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.21M |
| 4 |
Atria Investments
Charlotte,
North Carolina
|
-$4.51M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.07M |
CSML Hedge Fund Activity: Q4 2018 in Review
40 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q4 2018, worth a combined $325M — down 27% from $448M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CSML positions and 8 closed out — a net gain of 1 holder — while 5 added to existing stakes and 21 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $30.9M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.
- 40 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $325M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q4 2018, down 27% quarter-over-quarter.
- 9 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q4 2018 and 8 closed out, a net change of +1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q4 2018 was New York Life Investment Management, an estimated $30.9M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q4 2018 was Morgan Stanley, an estimated $26.9M sold.
Based on aggregated 13F filings for Q4 2018.