IQ Hedge Long/Short Tracker ETF
QLS was delisted on the 31st of January, 2023.
10 hedge funds and large institutions have $18M invested in IQ Hedge Long/Short Tracker ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more funds holding
Funds holding: 5 → 10 (+5)
28% more capital invested
Capital invested by funds: $14.1M → $18M (+$3.94M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.66M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$29.7K |
| 3 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
+$10.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.08K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$362 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$861K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$20.7K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11.4M | -$861K | -35,666 | -7% |
|
|
2
LPL Financial
San Diego,
California
| $2.66M | +$2.66M | +110,304 | New |
|
|
CBFP
3
Cedar Brook Financial Partners
Cleveland,
Ohio
| $2.4M | +$10.3K | +426 | +0.4% |
|
|
CAS
4
Coppell Advisory Solutions
Coppell,
Texas
| $520K | +$520K | +21,548 | New |
|
|
CASC
5
Coppell Advisory Solutions Corp
Coppell,
Texas
| $520K | +$520K | +21,548 | New |
|
|
6
Mercer Global Advisors
Denver,
Colorado
| $251K | -$20.7K | -856 | -8% |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $250K | -$20.3K | -839 | -7% |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $29.6K | +$29.7K | +1,229 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $7.06K | +$7.08K | +293 | New |
|
|
NA
10
NewEdge Advisors
New Orleans,
Louisiana
| $362 | +$362 | +15 | New |
|
QLS Hedge Fund Activity: Q4 2022 in Review
10 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IQ Hedge Long/Short Tracker ETF (QLS) for Q4 2022, worth a combined $18M — up 28% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QLS positions and 1 closed out — a net gain of 5 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.66M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $861K.
- 10 institutional investors held IQ Hedge Long/Short Tracker ETF (QLS) as of Q4 2022, up from 5 in Q3 2022.
- Funds reported $18M of IQ Hedge Long/Short Tracker ETF stock for Q4 2022, up 28% quarter-over-quarter.
- 6 funds opened new IQ Hedge Long/Short Tracker ETF positions in Q4 2022 and 1 closed out, a net change of +5 holders.
- The largest IQ Hedge Long/Short Tracker ETF buyer in Q4 2022 was LPL Financial, an estimated $2.66M added.
- The largest IQ Hedge Long/Short Tracker ETF seller in Q4 2022 was Carson Wealth (CWM LLC), an estimated $861K sold.
Based on aggregated 13F filings for Q4 2022.