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 $202M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
12% less capital invested
Capital invested by funds: $229M → $202M (-$27.6M)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$345K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$205K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$89.2K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$57.4K |
| 5 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
+$40.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$30.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$930K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$624K |
| 5 |
Jane Street
New York
|
-$271K |
CSML Hedge Fund Activity: Q2 2023 in Review
21 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q2 2023, worth a combined $202M — down 12% from $229M a quarter earlier.
Fund positioning in CSML was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 9 trimmed.
The largest buyer was Gladstone Institutional Advisory, adding an estimated $345K. The largest seller was New York Life Investment Management, cutting an estimated $30.2M.
- 21 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $202M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q2 2023, down 12% quarter-over-quarter.
- 3 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q2 2023 and 3 closed out, a net change of 0 holders.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q2 2023 was Gladstone Institutional Advisory, an estimated $345K added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q2 2023 was New York Life Investment Management, an estimated $30.2M sold.
Based on aggregated 13F filings for Q2 2023.