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IQ Candriam US Large Cap Equity ETF

27 hedge funds and large institutions have $361M invested in IQ Candriam US Large Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

13% more funds holding

Funds holding: 2427 (+3)

0.37% more ownership

Funds ownership: 95.99%96.36% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $364M → $361M (-$2.43M)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
9
Reduced
10
Closed
2
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
$259M -$16M -345,458 -6%
BOI
2
Bank of Italy
Italy
$86.4M
BFM
3
Boston Financial Management
Massachusetts
$2.51M -$8.41K -182 -0.3%
Bank of America
4
Bank of America
North Carolina
$1.97M +$7.26K +157 +0.4%
LPL Financial
5
LPL Financial
California
$1.78M -$1.66M -35,974 -49%
WC
6
Waterloo Capital
Texas
$940K -$25.5K -552 -3%
OMC
7
Old Mission Capital
Illinois
$928K -$55.4K -1,199 -6%
Jane Street
8
Jane Street
New York
$839K +$115K +2,482 +16%
PAG
9
Private Advisor Group
New Jersey
$831K -$55.7K -1,205 -6%
IA
10
IFP Advisors
Florida
$753K -$714K -15,441 -50%
Two Sigma Investments
11
Two Sigma Investments
New York
$747K +$721K +15,600 New
MOS
12
MGO One Seven
Ohio
$676K -$859K -18,585 -57%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$647K +$140K +3,027 +29%
GVAG
14
Great Valley Advisor Group
Delaware
$535K +$601 +13 +0.1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$449K +$33.7K +730 +8%
Citadel Advisors
16
Citadel Advisors
Florida
$373K +$360K +7,790 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$353K +$8.88K +192 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$225K +$218K +4,707 New
PHAM
19
Palisades Hudson Asset Management
Florida
$206K +$199K +4,311 New
FGC
20
Financial Gravity Companies
Texas
$202K +$196K +4,229 New
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$114K -$3.61K -78 -3%
Morgan Stanley
22
Morgan Stanley
New York
$97.5K -$46 -1 -0%
NA
23
NewEdge Advisors
Louisiana
$94.9K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$90.8K +$1.62K +35 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$29.9K +$46 +1 +0.2%

IQSU Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in IQ Candriam US Large Cap Equity ETF (IQSU) for Q3 2024, worth a combined $361M — down 0.67% from $364M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IQSU positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $721K. The largest seller was New York Life Investment Management, cutting an estimated $16M.

  • 27 institutional investors held IQ Candriam US Large Cap Equity ETF (IQSU) as of Q3 2024, up from 24 in Q2 2024.
  • Funds reported $361M of IQ Candriam US Large Cap Equity ETF stock for Q3 2024, down 0.67% quarter-over-quarter.
  • 6 funds opened new IQ Candriam US Large Cap Equity ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest IQ Candriam US Large Cap Equity ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $721K added.
  • The largest IQ Candriam US Large Cap Equity ETF seller in Q3 2024 was New York Life Investment Management, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2024.