Institutional Ownership Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information about the institutional ownership of Indexiq Iq 50 Percent Hedged F (HFXI). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $777 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,170,903
shares
|
$145 Million
0.04% of portfolio
|
Q4 2024
Added 32.38%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
4,189,063
shares
|
$117 Million
1.13% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,319,956
shares
|
$92.9 Million
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,907,301
shares
|
$53.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,556,671
shares
|
$43.6 Million
0.27% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,431,263
shares
|
$40 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,405,269
shares
|
$39.3 Million
0.0% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,138,196
shares
|
$31.8 Million
0.04% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
915,919
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.04%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
704,192
shares
|
$19.7 Million
9.48% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
607,176
shares
|
$17 Million
0.03% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
436,689
shares
|
$12.2 Million
3.15% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
369,966
shares
|
$10.4 Million
0.26% of portfolio
|
Q1 2025
Added 329.83%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
330,957
shares
|
$9.26 Million
4.02% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
311,749
shares
|
$8.72 Million
0.0% of portfolio
|
Q4 2024
Added 25.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
267,883
shares
|
$7.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
257,385
shares
|
$7.2 Million
0.32% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
224,755
shares
|
$6.29 Million
3.56% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
215,430
shares
|
$6.03 Million
0.14% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
192,421
shares
|
$5.38 Million
0.0% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
184,334
shares
|
$5.16 Million
0.36% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
180,255
shares
|
$5.04 Million
2.24% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
165,727
shares
|
$4.64 Million
1.02% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
157,275
shares
|
$4.4 Million
0.0% of portfolio
|
Q1 2025
Added 31.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
146,297
shares
|
$4.09 Million
0.0% of portfolio
|
Q4 2024
Added 5.87%
|