IQ Candriam US Large Cap Equity ETF
IQSU
6 hedge funds and large institutions have $327M invested in IQ Candriam US Large Cap Equity ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
102% more capital invested
Capital invested by funds: $162M → $327M (+$166M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more funds holding
Funds holding: 4 → 6 (+2)
0.04% more ownership
Funds ownership: 99.38% → 99.42% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$149M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.61M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$236K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$139K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
-$11.5M |
| 2 |
Jane Street
New York
|
-$1.46M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$296K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $322M | +$149M | +4,880,458 | +96% |
|
|
2
LPL Financial
San Diego,
California
| $2.76M | +$2.61M | +85,473 | New |
|
|
WWMSC
3
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $1.71M | +$1.61M | +52,818 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $250K | +$236K | +7,736 | New |
|
|
5
Jane Street
New York
| $245K | -$1.46M | -47,944 | -86% |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $147K | +$139K | +4,565 | New |
|
|
MSL
7
Mackay Shields LLC
New York
| – | -$11.5M | -198,400 | Closed |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$296K | -10,179 | Closed |
|
IQSU Hedge Fund Activity: Q4 2020 in Review
6 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in IQ Candriam US Large Cap Equity ETF (IQSU) for Q4 2020, worth a combined $327M — up 102% from $162M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IQSU positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $149M. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $11.5M sold.
- 6 institutional investors held IQ Candriam US Large Cap Equity ETF (IQSU) as of Q4 2020, up from 4 in Q3 2020.
- Funds reported $327M of IQ Candriam US Large Cap Equity ETF stock for Q4 2020, up 102% quarter-over-quarter.
- 4 funds opened new IQ Candriam US Large Cap Equity ETF positions in Q4 2020 and 2 closed out, a net change of +2 holders.
- The largest IQ Candriam US Large Cap Equity ETF buyer in Q4 2020 was New York Life Investment Management, an estimated $149M added.
- The largest IQ Candriam US Large Cap Equity ETF seller in Q4 2020 was Mackay Shields LLC, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2020.