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IQ Winslow Focused Large Cap Growth ETF

3 hedge funds and large institutions have $9.62M invested in IQ Winslow Focused Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% less ownership

Funds ownership: 96.75%94.63% (-2.1%)

16% less capital invested

Capital invested by funds: $11.5M → $9.62M (-$1.86M)

25% less funds holding

Funds holding: 43 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.07K
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$9.24M
Goldman Sachs
2
Goldman Sachs
New York
$374K
UBS Group
3
UBS Group
Switzerland
$4.2K +$4.07K +91 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
-$1.75M -38,336 Closed
Citadel Advisors
5
Citadel Advisors
Florida
-$233K -5,113 Closed

IWFG Hedge Fund Activity: Q3 2024 in Review

3 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in IQ Winslow Focused Large Cap Growth ETF (IWFG) for Q3 2024, worth a combined $9.62M — down 16% from $11.5M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of IWFG and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest buyer was UBS Group, opening a new position worth an estimated $4.07K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.75M sold.

  • 3 institutional investors held IQ Winslow Focused Large Cap Growth ETF (IWFG) as of Q3 2024, down from 4 in Q2 2024.
  • Funds reported $9.62M of IQ Winslow Focused Large Cap Growth ETF stock for Q3 2024, down 16% quarter-over-quarter.
  • 1 fund opened new IQ Winslow Focused Large Cap Growth ETF positions in Q3 2024 and 2 closed out, a net change of -1 holder.
  • The largest IQ Winslow Focused Large Cap Growth ETF buyer in Q3 2024 was UBS Group, an estimated $4.07K added.
  • The largest IQ Winslow Focused Large Cap Growth ETF seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $1.75M sold.

Based on aggregated 13F filings for Q3 2024.