We are live on ! Find out more
IQSU icon

IQ Candriam US Large Cap Equity ETF

23 hedge funds and large institutions have $381M invested in IQ Candriam US Large Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $371M → $381M (+$10.5M)

0% more funds holding

Funds holding: 2323 (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% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

3.43% less ownership

Funds ownership: 97.51%94.09% (-3.4%)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
8
Reduced
8
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
$280M -$7.45M -173,571 -3%
BOI
2
Bank of Italy
Italy
$80.1M
LPL Financial
3
LPL Financial
California
$3.68M +$289K +6,724 +9%
BFM
4
Boston Financial Management
Massachusetts
$2.51M -$2.15K -50 -0.1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.41M +$2.33M +54,238 New
CA
6
Cetera Advisors
Colorado
$2.35M +$5.75K +134 +0.3%
Bank of America
7
Bank of America
North Carolina
$1.73M +$77.3K +1,800 +5%
IA
8
IFP Advisors
Florida
$1.45M -$12.6K -293 -0.9%
MOS
9
MGO One Seven
Ohio
$1.16M -$460K -10,723 -29%
WC
10
Waterloo Capital
Texas
$1.03M -$339K -7,910 -25%
FGAM
11
Financial Gravity Asset Management
Texas
$759K +$356K +8,305 +89%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$671K +$221K +5,146 +52%
WWA
13
WCG Wealth Advisors
Nevada
$578K -$300 -7 -0.1%
GVAG
14
Great Valley Advisor Group
Delaware
$498K +$69.1K +1,610 +17%
PAG
15
Private Advisor Group
New Jersey
$443K -$118K -2,760 -22%
OMC
16
Old Mission Capital
Illinois
$336K +$325K +7,566 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$322K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$319K +$46.1K +1,075 +18%
UBS Group
19
UBS Group
Switzerland
$158K +$153K +3,554 New
Morgan Stanley
20
Morgan Stanley
New York
$95.5K -$69.4K -1,617 -43%
NA
21
NewEdge Advisors
Louisiana
$88K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$76.2K
Osaic Holdings
23
Osaic Holdings
Arizona
$27.5K +$7.17K +167 +37%
KW
24
KWB Wealth
California
-$4.42M -105,253 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$886K -21,101 Closed

IQSU Hedge Fund Activity: Q1 2024 in Review

23 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in IQ Candriam US Large Cap Equity ETF (IQSU) for Q1 2024, worth a combined $381M — up 2.8% from $371M a quarter earlier.

Fund positioning in IQSU was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.33M. The largest seller was New York Life Investment Management, cutting an estimated $7.45M.

  • 23 institutional investors held IQ Candriam US Large Cap Equity ETF (IQSU) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $381M of IQ Candriam US Large Cap Equity ETF stock for Q1 2024, up 2.8% quarter-over-quarter.
  • 3 funds opened new IQ Candriam US Large Cap Equity ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
  • The largest IQ Candriam US Large Cap Equity ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.33M added.
  • The largest IQ Candriam US Large Cap Equity ETF seller in Q1 2024 was New York Life Investment Management, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2024.