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IQSM · NYLI Candriam U.S. Mid Cap Equity ETF ETF

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$40.33 -0.01 (-0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

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Holders: 2
Total Value: $4,959,000
Total Shares: 190,000

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2022
Top Holder
100.0%
Dec 2022 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
Top 5
100.0%
Dec 2022 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
10,000
Dec 2022 → Mar 2023 · range 10,000 – 10,000
Highly concentrated0

Quarterly Activity

vs Dec 31, 2022
New
0
Increased
0
Decreased
0
Sold Out
0
Unchanged
2
Holder count: 0
Institutional value: -0.8%
Shares held: 0.0%
Filter: New 0 Increased 0 Reduced 0 Sold out 0 Unchanged 2
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
New York Life Investment Management LLC IQSM $4,959,000 100.00% 190,000
PROEQUITIES, INC. IQSM $0 0.00% 0