IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
21 hedge funds and large institutions have $229M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
5% more funds holding
Funds holding: 20 → 21 (+1)
1.21% more ownership
Funds ownership: 95.28% → 96.49% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
73% less capital inflows, than outflows
Capital inflows: $2.35M | Capital outflows: $8.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$896K |
| 2 |
Empirical Asset Management
Wellesley,
Massachusetts
|
+$811K |
| 3 |
Jane Street
New York
|
+$284K |
| 4 |
LPL Financial
San Diego,
California
|
+$140K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$94.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York Life Investment Management
New York
|
-$7.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$309K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$94.1K |
| 5 |
JP Morgan Chase
New York
|
-$60K |
CSML Hedge Fund Activity: Q1 2023 in Review
21 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q1 2023, worth a combined $229M — down 3.1% from $237M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CSML positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $896K. The largest seller was New York Life Investment Management, cutting an estimated $7.29M.
- 21 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q1 2023, up from 20 in Q4 2022.
- Funds reported $229M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q1 2023, down 3.1% quarter-over-quarter.
- 3 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q1 2023 was Gladstone Institutional Advisory, an estimated $896K added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q1 2023 was New York Life Investment Management, an estimated $7.29M sold.
Based on aggregated 13F filings for Q1 2023.