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IQ Candriam US Mid Cap Equity ETF

2 hedge funds and large institutions have $195M invested in IQ Candriam US Mid Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $168M → $195M (+$27.3M)

0.3% more ownership

Funds ownership: 99.53%99.83% (+0.3%)

0% more funds holding

Funds holding: 22 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
1
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
+$5.09M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$488K
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$195M +$5.09M +187,376 +3%
SI
2
Seeds Investor
New York
$594K +$536K +19,732 New
Citadel Advisors
3
Citadel Advisors
Florida
-$488K -18,275 Closed

IQSM Hedge Fund Activity: Q4 2023 in Review

2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in IQ Candriam US Mid Cap Equity ETF (IQSM) for Q4 2023, worth a combined $195M — up 16% from $168M a quarter earlier.

Fund positioning in IQSM was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $5.09M. The largest seller was Citadel Advisors, exiting entirely with an estimated $488K sold.

  • 2 institutional investors held IQ Candriam US Mid Cap Equity ETF (IQSM) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $195M of IQ Candriam US Mid Cap Equity ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 1 fund opened new IQ Candriam US Mid Cap Equity ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
  • The largest IQ Candriam US Mid Cap Equity ETF buyer in Q4 2023 was New York Life Investment Management, an estimated $5.09M added.
  • The largest IQ Candriam US Mid Cap Equity ETF seller in Q4 2023 was Citadel Advisors, an estimated $488K sold.

Based on aggregated 13F filings for Q4 2023.