NYLIM Candriam U.S. Large Cap Equity ETF
IQSU
19 hedge funds and large institutions have $314M invested in NYLIM Candriam U.S. 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.
0% more funds holding
Funds holding: 19 → 19 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.07M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$505K |
| 3 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$192K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$142K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$54.5M |
| 2 |
Jane Street
New York
|
-$1.39M |
| 3 |
IW
Imprint Wealth
Mount Pleasant,
South Carolina
|
-$279K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$239K |
| 5 |
KW
KWB Wealth
Redlands,
California
|
-$134K |
IQSU Hedge Fund Activity: Q3 2023 in Review
19 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in NYLIM Candriam U.S. 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 NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $314M of NYLIM Candriam U.S. Large Cap Equity ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 3 funds opened new NYLIM Candriam U.S. Large Cap Equity ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest NYLIM Candriam U.S. Large Cap Equity ETF buyer in Q3 2023 was Cetera Advisors, an estimated $2.07M added.
- The largest NYLIM Candriam U.S. 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.