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 $174M invested in IndexIQ ETF Trust IQ U.S. Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 23 → 22 (-1)
6% less capital invested
Capital invested by funds: $185M → $174M (-$11.4M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$131K |
| 2 |
SWIM
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
+$26.4K |
| 3 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$21.4K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$21.2K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$14.1M |
| 2 |
Morgan Stanley
New York
|
-$892K |
| 3 |
GS
GTS Securities
New York
|
-$618K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$552K |
| 5 |
LPL Financial
San Diego,
California
|
-$536K |
CSML Hedge Fund Activity: Q1 2024 in Review
22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) for Q1 2024, worth a combined $174M — down 6.1% from $185M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CSML and 1 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Raymond James & Associates, adding an estimated $131K. The largest seller was New York Life Investment Management, cutting an estimated $14.1M.
- 22 institutional investors held IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) as of Q1 2024, down from 23 in Q4 2023.
- Funds reported $174M of IndexIQ ETF Trust IQ U.S. Small Cap ETF stock for Q1 2024, down 6.1% quarter-over-quarter.
- 1 fund opened new IndexIQ ETF Trust IQ U.S. Small Cap ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF buyer in Q1 2024 was Raymond James & Associates, an estimated $131K added.
- The largest IndexIQ ETF Trust IQ U.S. Small Cap ETF seller in Q1 2024 was New York Life Investment Management, an estimated $14.1M sold.
Based on aggregated 13F filings for Q1 2024.