CSML

IndexIQ ETF Trust IQ U.S. Small Cap ETF

Delisted

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.

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
6
Reduced
9
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
$162M 4,995,317 -965,577 -16%
LPL Financial
2
LPL Financial
California
$23.4M 721,483 -32,092 -4%
Bank of America
3
Bank of America
North Carolina
$5.91M 182,366 -3,872 -2%
SWIM
4
Smallwood Wealth Investment Management
New Jersey
$2.78M 85,670 -2,840 -3%
RJA
5
Raymond James & Associates
Florida
$1.28M 39,429 +1,835 +5%
GIA
6
Gladstone Institutional Advisory
Florida
$1.23M 37,965 +11,045 +41%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.04M 31,923 +2,853 +10%
Morgan Stanley
8
Morgan Stanley
New York
$1.02M 31,341 -1,641 -5%
GS
9
GTS Securities
New York
$907K 27,955 +27,955 New
EAM
10
Empirical Asset Management
Massachusetts
$831K 25,634 +1,282 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$525K 16,185 -19,948 -55%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$308K 9,481 -180 -2%
OIA
13
OneDigital Investment Advisors
Kansas
$226K 6,963 -1,920 -22%
HighTower Advisors
14
HighTower Advisors
Illinois
$213K 6,565 +6,565 New
UBS Group
15
UBS Group
Switzerland
$84.6K 2,609 +1,192 +84%
FCA
16
FinTrust Capital Advisors
South Carolina
$24.6K 770
Osaic Holdings
17
Osaic Holdings
Arizona
$21.4K 660
TRCT
18
Tower Research Capital (TRC)
New York
$18.8K 580 -148 -20%
SPIA
19
Steward Partners Investment Advisory
New York
$16.3K 503
Fidelity Investments
20
Fidelity Investments
Massachusetts
$7.04K 217 +123 +131%
GJIA
21
Glass Jacobson Investment Advisors
Maryland
$6.49K 200 +200 New
Citadel Advisors
22
Citadel Advisors
Florida
-29,335 Closed
Jane Street
23
Jane Street
New York
-8,533 Closed
BAM
24
Belpointe Asset Management
Nevada
-40 Closed
CFGS
25
Concourse Financial Group Securities
Alabama