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IQ Candriam US Large Cap Equity ETF

19 hedge funds and large institutions have $314M invested in IQ Candriam US Large Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.33% less ownership

Funds ownership: 97.47%97.14% (-0.33%)

17% less capital invested

Capital invested by funds: $379M → $314M (-$65M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$257M -$54.5M -1,402,940 -17%
BOI
2
Bank of Italy
Italy
$41M
KW
3
KWB Wealth
California
$3.82M -$134K -3,446 -3%
BFM
4
Boston Financial Management
Massachusetts
$2.52M +$192K +4,945 +8%
CA
5
Cetera Advisors
Colorado
$1.99M +$2.07M +53,365 New
LPL Financial
6
LPL Financial
California
$1.99M +$107K +2,761 +5%
Bank of America
7
Bank of America
North Carolina
$1.46M -$1.05K -27 -0.1%
MOS
8
MGO One Seven
Ohio
$1.42M +$142K +3,652 +11%
IA
9
IFP Advisors
Florida
$1.19M +$125K +3,223 +11%
WWA
10
WCG Wealth Advisors
Nevada
$486K +$505K +13,003 New
PAG
11
Private Advisor Group
New Jersey
$414K +$86.3K +2,220 +25%
GVAG
12
Great Valley Advisor Group
Delaware
$351K -$233 -6 -0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$240K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$228K -$97.2K -2,500 -29%
NA
15
NewEdge Advisors
Louisiana
$74.1K +$77.1K +1,983 New
Morgan Stanley
16
Morgan Stanley
New York
$70.2K -$25.5K -656 -26%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$64.2K
Osaic Holdings
18
Osaic Holdings
Arizona
$15.1K
UBS Group
19
UBS Group
Switzerland
$37 -$2.49K -64 -98%
Jane Street
20
Jane Street
New York
-$1.39M -35,791 Closed
IW
21
Imprint Wealth
South Carolina
-$279K -7,175 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$239K -6,155 Closed

IQSU Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in IQ Candriam US Large Cap Equity ETF (IQSU) for Q3 2023, worth a combined $314M — down 17% from $379M a quarter earlier.

Fund positioning in IQSU was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $2.07M. The largest seller was New York Life Investment Management, cutting an estimated $54.5M.

  • 19 institutional investors held IQ Candriam US Large Cap Equity ETF (IQSU) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $314M of IQ Candriam US Large Cap Equity ETF stock for Q3 2023, down 17% quarter-over-quarter.
  • 3 funds opened new IQ Candriam US Large Cap Equity ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest IQ Candriam US Large Cap Equity ETF buyer in Q3 2023 was Cetera Advisors, an estimated $2.07M added.
  • The largest IQ Candriam US Large Cap Equity ETF seller in Q3 2023 was New York Life Investment Management, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2023.