IQSM Institutional Ownership
NYLI Candriam U.S. Mid Cap Equity ETF
1W: +0.1%
1M: -2.8%
3M: -1.7%
YTD: +11.3%
1Y: +15.0%
3Y: +51.2%
$38.93
+0.32 (+0.84%)
Weekly Expected Move ±1.4%
$38
$38
$39
$39
$40
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — IQSM
8
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
336M
Total Invested
2
New Positions
3
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LL | 8,329,582 | 324M | +518,188 | +6.6% | 15Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 51,994 | 2M | +1,229 | +2.4% | 4Q | SEC ↗ |
| 3 | SEEDS INVESTOR LLC | 46,325 | 2M | -6,740 | -12.7% | 11Q | SEC ↗ |
| 4 | Rossby Financial, LCC | 1,231 | 48K | -4,436 | -78.3% | 4Q | SEC ↗ |
| 5 | UBS Group AG | 976 | 38K | +972 | +24300.0% | 2Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO NEW | 269 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY NEW | 222 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -24,576 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 269 | 10K |
| MORGAN STANLEY | 222 | 9K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 24,576 | 957K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| New York Life Investment Management | +518,188 | +6.6% | 8,329,582 |
| Cetera Investment Advisers | +1,229 | +2.4% | 51,994 |
| UBS Group AG | +972 | +24300.0% | 976 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SEEDS INVESTOR LLC | -6,740 | -12.7% | 46,325 |
| Rossby Financial, LCC | -4,436 | -78.3% | 1,231 |