Nylim Cndrim US LC Eq ETF-UiIQSUETF

13F holders, Q1 2024 (March 31)
22holders
$44.36avg. 13F price*

At the end of Q1 2024, 22 institutions reported holding Nylim Cndrim US LC Eq ETF-Ui (IQSU) in their 13F filings. The largest holders were New York Life Investment Management LLC ($280.3M), Bank of Italy ($80.1M) and LPL Financial LLC ($3.7M).

Company
Nylim Cndrim US LC Eq ETF-Ui
Filed as
INDEXIQ ETF TR (Q1 2024)
CUSIP
45409B461
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 22Q1 2024Q2 2024: 24Q2 2024Q3 2024: 27Q3 2024Q4 2024: 25Q4 2024Q1 2025: 25Q1 2025Q2 2025: 24Q2 2025Q3 2025: 23Q3 2025Q4 2025: 23Q4 2025Q1 2026: 21Q1 2026Q2 2026: 22Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$2.9M
Exits3$5.4M

Ownership 22 holders

New York Life Investment Management LLC 2.79% Reduce -2.7% 6,318,062 $280.3M
Bank of Italy 2.22% No change 1,805,576 $80.1M
LPL Financial LLC 0.00% Add +8.8% 82,910 $3.7M
Boston Financial Mangement LLC 0.08% Reduce -0.1% 56,491 $2.5M
Cetera Investment Advisers 0.01% New 54,238 $2.4M
Bank of America Corp. 0.00% Add +4.8% 38,896 $1.7M
IFP Advisors, Inc 0.06% Reduce -0.9% 32,672 $1.4M
Mgo One Seven LLC 0.06% Reduce -29.1% 26,059 $1.2M
Waterloo Capital, L.P. 0.13% Reduce -25.5% 23,121 $1.0M
Susquehanna International Group, LLP 0.00% Add +51.6% 15,122 $671K
WCG Wealth Advisors LLC 0.05% Reduce -0.1% 13,039 $578K
Great Valley Advisor Group, Inc. 0.02% Add +16.7% 11,237 $498K
Private Advisor Group, LLC 0.00% Reduce -21.6% 9,996 $443K
Financial Gravity Asset Management, Inc. 0.11% No change 9,296 $390K
Old Mission Capital LLC 0.01% New 7,566 $336K
Commonwealth Equity Services, LLC 0.00% No change 7,250 $322K
Raymond James Financial Services Advisors, Inc. 0.00% Add +17.6% 7,187 $319K
UBS Group AG 0.00% New 3,554 $158K
Morgan Stanley 0.00% Add +14.2% 2,153 $96K
NewEdge Advisors, LLC 0.00% No change 1,983 $88K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,717 $76K
Osaic Holdings, Inc. 0.00% Add +36.8% 621 $28K

"% of holder's portfolio" is IQSU's weight in each manager's 13F, not the share of Nylim Cndrim US LC Eq ETF-Ui the manager owns.