Indexiq ETF Trust Iq U.S. SMCSMLETF
13F holders, Q1 2024 (March 31)22holders
1famous investor
$37.30avg. 13F price*
At the end of Q1 2024, 22 institutions reported holding Indexiq ETF Trust Iq U.S. SM (CSML) in their 13F filings. The largest holders were New York Life Investment Management LLC ($136.4M), LPL Financial LLC ($19.9M) and Bank of America Corp. ($5.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Indexiq ETF Trust Iq U.S. SM
- CUSIP
- 45409B396
- Latest filing quarter
- Q1 2024
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 2 | $718K |
Ownership 22 holders
| New York Life Investment Management LLC | 1.36% | Reduce -9.7% | 3,655,530 | $136.4M |
| LPL Financial LLC | 0.01% | Reduce -2.7% | 534,268 | $19.9M |
| Bank of America Corp. | 0.00% | Reduce -9.8% | 142,582 | $5.3M |
| Smallwood Wealth Investment Management, LLC | 2.67% | Add +0.8% | 92,470 | $3.4M |
| Raymond James & Associates | 0.00% | Add +8.2% | 48,512 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +1.4% | 41,760 | $1.6M |
| Morgan Stanley | 0.00% | Add +17.6% | 35,713 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 32,386 | $1.2M |
| Empirical Asset Management, LLC | 0.43% | Reduce -6.4% | 23,691 | $884K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.3% | 14,827 | $553K |
| Citadel Advisors | 0.00% | Reduce -2.9% | 9,035 | $337K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 6,634 | $247K |
| Royal Bank of Canada | 0.00% | No change | 6,290 | $235K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.3% | 5,867 | $219K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +77.9% | 1,370 | $51K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +30.9% | 749 | $28K |
| Osaic Holdings, Inc. | 0.00% | No change | 660 | $25K |
| FMR LLC | 0.00% | Add +179.8% | 610 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 503 | $19K |
| UBS Group AG | 0.00% | New | 325 | $12K |
| Comerica Bank | 0.00% | Reduce -1.2% | 254 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 200 | $7K |
"% of holder's portfolio" is CSML's weight in each manager's 13F, not the share of Indexiq ETF Trust Iq U.S. SM the manager owns.