IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
CSML was delisted on the 22nd of April, 2024.
23 hedge funds and large institutions have $184M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 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: 22 → 23 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.41% less ownership
Funds ownership: 95.22% → 94.8% (-0.41%)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
88% less capital inflows, than outflows
Capital inflows: $970K | Capital outflows: $8.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$299K |
| 2 |
Goldman Sachs
New York
|
+$278K |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$175K |
| 4 |
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
+$129K |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$89.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.91M |
| 2 |
GTS Securities
Miami,
Florida
|
-$1.2M |
| 3 |
New York Life Investment Management
New York
|
-$1.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$575K |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$217K |
CSML Hedge Fund Activity: Q4 2023 in Review
23 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q4 2023, worth a combined $184M — up 11% from $166M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CSML positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $299K. The largest seller was LPL Financial, cutting an estimated $4.91M.
- 23 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q4 2023, up from 22 in Q3 2023.
- Funds reported $184M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 2 funds opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $299K added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q4 2023 was LPL Financial, an estimated $4.91M sold.
Based on aggregated 13F filings for Q4 2023.