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IDEQ

Lazard International Dynamic Equity ETF

20 hedge funds and large institutions have $92.3M invested in Lazard International Dynamic Equity ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

161% more capital invested

Capital invested by funds: $35.3M → $92.3M (+$57M)

43% more funds holding

Funds holding: 1420 (+6)

10.07% more ownership

Funds ownership: 8.1%18.17% (+10%)

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$43.2M +$41.7M +1,424,871 New
LPL Financial
2
LPL Financial
California
$17.5M +$8.41M +287,336 +100%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$5.32M +$3.51M +119,874 +216%
PB
4
Prosperity Bancshares
Texas
$4.4M +$4.24M +144,960 New
PWM
5
Provident Wealth Management
Tennessee
$4.24M +$351K +11,993 +9%
Truist Financial
6
Truist Financial
North Carolina
$3.25M +$383K +13,095 +14%
EWM
7
Endowment Wealth Management
Wisconsin
$3.13M +$3.02M +103,072 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.1M +$119K +4,053 +4%
PC
9
Payne Capital
Oregon
$2.39M +$4.48K +153 +0.2%
Jane Street
10
Jane Street
New York
$1.34M +$462K +15,782 +56%
VFG
11
Victory Financial Group
Texas
$1.06M -$332K -11,350 -24%
SPIA
12
Steward Partners Investment Advisory
New York
$952K +$720K +24,593 +364%
SWM
13
SFG Wealth Management
Maryland
$693K -$71.5K -2,442 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$650K +$627K +21,416 New
MW
15
Members Wealth
Pennsylvania
$516K +$463K +15,830 New
BFA
16
Bill Few Associates
Pennsylvania
$331K +$319K +10,907 New
NA
17
NewEdge Advisors
Louisiana
$164K +$39.9K +1,362 +34%
PTC
18
Private Trust Company
Ohio
$39.6K +$38.2K +1,304 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$27K +$26.5K +905 New
US Bancorp
20
US Bancorp
Minnesota
$18.8K
Citadel Advisors
21
Citadel Advisors
Florida
-$10.1M -357,939 Closed
FTUS
22
Flow Traders U.S.
New York
-$997K -35,157 Closed

IDEQ Hedge Fund Activity: Q4 2025 in Review

20 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lazard International Dynamic Equity ETF (IDEQ) for Q4 2025, worth a combined $92.3M — up 161% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IDEQ positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $41.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.1M sold.

  • 20 institutional investors held Lazard International Dynamic Equity ETF (IDEQ) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $92.3M of Lazard International Dynamic Equity ETF stock for Q4 2025, up 161% quarter-over-quarter.
  • 8 funds opened new Lazard International Dynamic Equity ETF positions in Q4 2025 and 2 closed out, a net change of +6 holders.
  • The largest Lazard International Dynamic Equity ETF buyer in Q4 2025 was Bank of New York Mellon, an estimated $41.7M added.
  • The largest Lazard International Dynamic Equity ETF seller in Q4 2025 was Citadel Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2025.