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IQ Candriam US Large Cap Equity ETF

23 hedge funds and large institutions have $371M invested in IQ Candriam US Large Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NYLIM
1
New York Life Investment Management
New York
$273M -$15.9M -379,850 -6%
BOI
2
Bank of Italy
Italy
$75.8M +$29.7M +707,814 +64%
KW
3
KWB Wealth
California
$4.42M +$282K +6,706 +7%
LPL Financial
4
LPL Financial
California
$3.2M +$959K +22,829 +43%
BFM
5
Boston Financial Management
Massachusetts
$2.37M -$459K -10,932 -16%
CA
6
Cetera Advisors
Colorado
$2.22M -$17.7K -422 -0.8%
Bank of America
7
Bank of America
North Carolina
$1.56M -$86K -2,047 -5%
MOS
8
MGO One Seven
Ohio
$1.54M -$52.4K -1,247 -3%
IA
9
IFP Advisors
Florida
$1.38M +$47.7K +1,137 +4%
WC
10
Waterloo Capital
Texas
$1.3M +$1.3M +31,031 New
Citadel Advisors
11
Citadel Advisors
Florida
$886K +$886K +21,101 New
WWA
12
WCG Wealth Advisors
Nevada
$548K +$1.81K +43 +0.3%
PAG
13
Private Advisor Group
New Jersey
$536K +$70.6K +1,681 +15%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$419K +$419K +9,976 New
GVAG
15
Great Valley Advisor Group
Delaware
$404K +$9.7K +231 +2%
FGAM
16
Financial Gravity Asset Management
Texas
$390K +$390K +9,296 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$304K +$34.6K +825 +13%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$257K
Morgan Stanley
19
Morgan Stanley
New York
$158K +$79.5K +1,893 +101%
NA
20
NewEdge Advisors
Louisiana
$83.3K
BTI
21
Blue Trust Inc
Georgia
$73K +$73K +1,950 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$72.1K
Osaic Holdings
23
Osaic Holdings
Arizona
$19.1K +$2.1K +50 +12%
UBS Group
24
UBS Group
Switzerland
-$37 -1 Closed