Ownership history in CITADEL ADVISORS LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which CITADEL ADVISORS LLC reported a position in INDEXIQ ACTIVE ETF TR (MMCA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CITADEL ADVISORS LLC underperformed the S&P 500 by β26.6% annually on this MMCA position. Timing score: 45% (5/11 decisions correct). Average cost basis: $19.52. Maximum drawdown during holding period: β15.4%.
β Significantly underperformed the S&P 500 by 26.6% ann.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $18.39 (2022 Q3) Β· Worst: $21.73 (2021 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 4 trims. Bought during 5 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size