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IQ Candriam US Mid Cap Equity ETF
IQSM

2 hedge funds and large institutions have $168M invested in IQ Candriam US Mid Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $86.1M → $168M (+$81.9M)

0.14% less ownership

Funds ownership: 99.67% → 99.53% (-0.14%)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NYLIM
New York Life Investment Management
New York
+$94.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$117K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$168M +$94.3M +3,337,301 +113%
Citadel Advisors
2
Citadel Advisors
Florida
$488K +$117K +4,133 +29%
Jane Street
3
Jane Street
New York
– -$2.3M -81,008 Closed

IQSM Hedge Fund Activity: Q3 2023 in Review

2 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in IQ Candriam US Mid Cap Equity ETF (IQSM) for Q3 2023, worth a combined $168M — up 95% from $86.1M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of IQSM and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was New York Life Investment Management, adding an estimated $94.3M. The largest seller was Jane Street, exiting entirely with an estimated $2.3M sold.

  • 2 institutional investors held IQ Candriam US Mid Cap Equity ETF (IQSM) as of Q3 2023, down from 3 in Q2 2023.
  • Funds reported $168M of IQ Candriam US Mid Cap Equity ETF stock for Q3 2023, up 95% quarter-over-quarter.
  • 0 funds opened new IQ Candriam US Mid Cap Equity ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
  • The largest IQ Candriam US Mid Cap Equity ETF buyer in Q3 2023 was New York Life Investment Management, an estimated $94.3M added.
  • The largest IQ Candriam US Mid Cap Equity ETF seller in Q3 2023 was Jane Street, an estimated $2.3M sold.

Based on aggregated 13F filings for Q3 2023.