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 88 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $915 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 |
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
34,492
shares
|
$1.04 Million
0.18% of portfolio
|
Q2 2025
Reduced 11.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
29,703
shares
|
$896,733
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
26,077
shares
|
$787,264
0.01% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
21,384
shares
|
$645,582
0.06% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,553
shares
|
$620,495
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
19,358
shares
|
$584,418
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
19,270
shares
|
$581,761
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
19,175
shares
|
$578,893
0.07% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
17,710
shares
|
$534,664
0.01% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,090
shares
|
$364,997
0.01% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
11,789
shares
|
$355,909
0.26% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
11,604
shares
|
$350,324
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,049
shares
|
$273,189
0.04% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,718
shares
|
$263,196
0.1% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,143
shares
|
$245,837
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
7,806
shares
|
$235,663
0.14% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
7,050
shares
|
$212,839
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
4,000
shares
|
$120,760
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,443
shares
|
$103,944
0.0% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,428
shares
|
$103,491
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,480
shares
|
$74,871
0.0% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$45,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,340
shares
|
$40,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,191
shares
|
$35,956
0.0% of portfolio
|
Q3 2024
Reduced 82.23%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,044
shares
|
$31,518
0.0% of portfolio
|
Q2 2023
New holding
|