IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
22 hedge funds and large institutions have $166M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5% more funds holding
Funds holding: 21 → 22 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less capital invested
Capital invested by funds: $202M → $166M (-$36M)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
+$871K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$509K |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$198K |
| 4 |
SWIM
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
+$66.5K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$32.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$29.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$618K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$208K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$101K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$84.6K |
CSML Hedge Fund Activity: Q3 2023 in Review
22 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q3 2023, worth a combined $166M — down 18% from $202M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CSML positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was GTS Securities, adding an estimated $871K. The largest seller was New York Life Investment Management, cutting an estimated $29.7M.
- 22 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $166M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q3 2023, down 18% quarter-over-quarter.
- 2 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q3 2023 was GTS Securities, an estimated $871K added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q3 2023 was New York Life Investment Management, an estimated $29.7M sold.
Based on aggregated 13F filings for Q3 2023.