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CSML

IndexIQ ETF Trust IQ U.S. Small Cap ETF

Delisted

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

26 hedge funds and large institutions have $95.4M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

21% more capital invested

Capital invested by funds: $78.6M → $95.4M (+$16.8M)

4% more funds holding

Funds holding: 2526 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
5
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$76M -$580K -29,255 -0.8%
Bank of America
2
Bank of America
North Carolina
$4.12M -$895K -45,118 -19%
Morgan Stanley
3
Morgan Stanley
New York
$3.33M +$216K +10,884 +8%
RJA
4
Raymond James & Associates
Florida
$2.33M -$433K -21,820 -17%
Stifel Financial
5
Stifel Financial
Missouri
$1.74M -$86.5K -4,365 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.44M +$1.32M +66,457 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.08M +$343K +17,318 +53%
Citadel Advisors
8
Citadel Advisors
Florida
$924K +$208K +10,485 +33%
OIA
9
OneDigital Investment Advisors
Kansas
$893K -$584K -29,460 -42%
LPL Financial
10
LPL Financial
California
$869K -$153K -7,715 -16%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$611K -$1.38M -69,450 -71%
CA
12
Cetera Advisors
Colorado
$594K -$31.9K -1,607 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$569K -$70.8K -3,570 -12%
FFN
14
Focus Financial Network
Minnesota
$344K -$73.3K -3,699 -19%
FA
15
Faithward Advisors
Pennsylvania
$217K +$1.33K +67 +0.7%
UBS Group
16
UBS Group
Switzerland
$101K +$1.51K +76 +2%
PAG
17
Private Advisor Group
New Jersey
$66K +$60.6K +3,058 New
Wells Fargo
18
Wells Fargo
California
$65K -$106K -5,327 -64%
FCA
19
FinTrust Capital Advisors
South Carolina
$52K -$11.9K -600 -20%
Osaic Holdings
20
Osaic Holdings
Arizona
$30K -$13.7K -690 -33%
CCM
21
Cribstone Capital Management
Maine
$17K -$110K -5,533 -88%
RCA
22
Ranch Capital Advisors
Florida
$14K
SPIA
23
Steward Partners Investment Advisory
New York
$9K -$11.1K -560 -58%
APA
24
American Portfolios Advisors
New York
$6.17K
Citigroup
25
Citigroup
New York
$4K

CSML Hedge Fund Activity: Q2 2020 in Review

26 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q2 2020, worth a combined $95.4M — up 21% from $78.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CSML positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.32M. The largest seller was Royal Bank of Canada, cutting an estimated $1.38M.

  • 26 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q2 2020, up from 25 in Q1 2020.
  • Funds reported $95.4M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 2 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q2 2020 and 1 closed out, a net change of +1 holder.
  • The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $1.32M added.
  • The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2020.