CSML

IndexIQ ETF Trust IQ U.S. Small Cap ETF

Delisted

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

20 hedge funds and large institutions have $237M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NYLIM
1
New York Life Investment Management
New York
$197M 6,179,867 +7,519 +0.1%
LPL Financial
2
LPL Financial
California
$23.9M 749,366 +719,209 +2,385%
Bank of America
3
Bank of America
North Carolina
$6.23M 195,508 -17,288 -8%
SWIM
4
Smallwood Wealth Investment Management
New Jersey
$2.82M 88,483 +5,004 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.14M 67,181 +59,921 +825%
RJA
6
Raymond James & Associates
Florida
$1.15M 36,120 -777 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1.07M 33,583 -82,372 -71%
Citadel Advisors
8
Citadel Advisors
Florida
$860K 26,971 +26,971 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$836K 26,226 +1,130 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$311K 9,757 -371 -4%
OIA
11
OneDigital Investment Advisors
Kansas
$301K 9,433 -2,758 -23%
UBS Group
12
UBS Group
Switzerland
$135K 4,243 +2,061 +94%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$60K 1,874 +1,874 New
TRCT
14
Tower Research Capital (TRC)
New York
$25K 795 +737 +1,271%
FCA
15
FinTrust Capital Advisors
South Carolina
$24.6K 770
Osaic Holdings
16
Osaic Holdings
Arizona
$21.1K 660 +278 +73%
SPIA
17
Steward Partners Investment Advisory
New York
$16K 503
GJIA
18
Glass Jacobson Investment Advisors
Maryland
$6.38K 200 +200 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$3K 94
BAM
20
Belpointe Asset Management
Nevada
$1.28K 40 +40 New
Stifel Financial
21
Stifel Financial
Missouri
-44,684 Closed
WWM
22
Wagner Wealth Management
South Carolina
-739 Closed
Wells Fargo
23
Wells Fargo
California
-207 Closed
CFGS
24
Concourse Financial Group Securities
Alabama