IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
20 hedge funds and large institutions have $195M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $189M → $195M (+$6.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 21 → 20 (-1)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$18.2M |
| 2 |
SWIM
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
+$131K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$77.8K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$67.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$65.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.34M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$384K |
| 4 |
LPL Financial
San Diego,
California
|
-$226K |
| 5 |
Morgan Stanley
New York
|
-$115K |
CSML Hedge Fund Activity: Q3 2022 in Review
20 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q3 2022, worth a combined $195M — up 3.3% from $189M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of CSML and 0 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.
The largest buyer was New York Life Investment Management, adding an estimated $18.2M. The largest seller was Raymond James & Associates, cutting an estimated $1.49M.
- 20 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q3 2022, down from 21 in Q2 2022.
- Funds reported $195M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q3 2022, up 3.3% quarter-over-quarter.
- 0 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q3 2022 and 1 closed out, a net change of -1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q3 2022 was New York Life Investment Management, an estimated $18.2M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q3 2022 was Raymond James & Associates, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2022.