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 $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.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
21% more capital invested
Capital invested by funds: $195M → $237M (+$41.8M)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.92M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$864K |
| 4 |
NYLIM
New York Life Investment Management
New York
|
+$241K |
| 5 |
SWIM
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.64M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.29M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$554K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$88.3K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$24.9K |
CSML Hedge Fund Activity: Q4 2022 in Review
20 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q4 2022, worth a combined $237M — up 21% from $195M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CSML positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $2.64M.
- 20 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $237M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 4 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q4 2022 was LPL Financial, an estimated $23M added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q4 2022 was Morgan Stanley, an estimated $2.64M sold.
Based on aggregated 13F filings for Q4 2022.