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IQ Candriam US Large Cap Equity ETF

24 hedge funds and large institutions have $364M invested in IQ Candriam US Large Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding

Funds holding: 2324 (+1)

1.9% more ownership

Funds ownership: 94.09%95.99% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $381M → $364M (-$17.4M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
8
Reduced
12
Closed
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
$262M -$24.5M -554,666 -9%
BOI
2
Bank of Italy
Italy
$82.1M
LPL Financial
3
LPL Financial
California
$3.32M -$434K -9,825 -12%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.47M +$4.81K +109 +0.2%
BFM
5
Boston Financial Management
Massachusetts
$2.39M -$172K -3,894 -7%
Bank of America
6
Bank of America
North Carolina
$1.86M +$88.2K +2,000 +5%
MOS
7
MGO One Seven
Ohio
$1.49M +$293K +6,640 +25%
IA
8
IFP Advisors
Florida
$1.42M -$66.2K -1,500 -5%
OMC
9
Old Mission Capital
Illinois
$936K +$574K +13,010 +172%
WC
10
Waterloo Capital
Texas
$918K -$130K -2,941 -13%
PAG
11
Private Advisor Group
New Jersey
$844K +$378K +8,570 +86%
Jane Street
12
Jane Street
New York
$684K +$664K +15,048 New
WWA
13
WCG Wealth Advisors
Nevada
$572K -$20.6K -466 -4%
GVAG
14
Great Valley Advisor Group
Delaware
$507K -$3.66K -83 -0.7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$477K -$204K -4,624 -31%
FGAM
16
Financial Gravity Asset Management
Texas
$398K -$390K -8,850 -50%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$393K +$64.6K +1,464 +20%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$327K -$2.91K -66 -0.9%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$111K +$108K +2,439 New
Morgan Stanley
20
Morgan Stanley
New York
$92.7K -$5.07K -115 -5%
NA
21
NewEdge Advisors
Louisiana
$90.2K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$84.6K +$6.35K +144 +8%
Osaic Holdings
23
Osaic Holdings
Arizona
$28.3K +$44 +1 +0.2%
UBS Group
24
UBS Group
Switzerland
$5.46K -$152K -3,434 -97%

IQSU Hedge Fund Activity: Q2 2024 in Review

24 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in IQ Candriam US Large Cap Equity ETF (IQSU) for Q2 2024, worth a combined $364M — down 4.6% from $381M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IQSU positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $664K. The largest seller was New York Life Investment Management, cutting an estimated $24.5M.

  • 24 institutional investors held IQ Candriam US Large Cap Equity ETF (IQSU) as of Q2 2024, up from 23 in Q1 2024.
  • Funds reported $364M of IQ Candriam US Large Cap Equity ETF stock for Q2 2024, down 4.6% quarter-over-quarter.
  • 2 funds opened new IQ Candriam US Large Cap Equity ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
  • The largest IQ Candriam US Large Cap Equity ETF buyer in Q2 2024 was Jane Street, an estimated $664K added.
  • The largest IQ Candriam US Large Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2024.