Purchases and Sales Made in Q4 2024 in Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information about the institutional ownership of Indexiq Iq 50 Percent Hedged F (HFXI) during Q4 2024. The information is specifically focused on institutions that hold shares of INDEXIQ IQ 50 PERCENT HEDGED F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.91MNew |
$49.2M - $52.6M
|
1.91M
$52.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.26M+ 32.38% |
$32.6M - $34.9M
|
5.17M
$143M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
174KNew |
$4.5M - $4.81M
|
174K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
144K+ 10.21% |
$3.72M - $3.98M
|
1.56M
$43.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
132K+ 30.83% |
$3.4M - $3.63M
|
559K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 11.28% |
$3M - $3.2M
|
1.15M
$31.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
105KNew |
$2.71M - $2.9M
|
105K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 8.09% |
$2.71M - $2.9M
|
1.41M
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.2K+ 25.43% |
$1.63M - $1.74M
|
312K
$8.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44KNew |
$1.13M - $1.21M
|
44K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.2K+ 123.2% |
$1.04M - $1.11M
|
72.8K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.3K+ 124.85% |
$1.01M - $1.08M
|
70.8K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
39.3K+ 0.95% |
$1.01M - $1.08M
|
4.19M
$116M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
39K+ 48.49% |
$1M - $1.07M
|
119K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37K+ 1.13% |
$955K - $1.02M
|
3.32M
$92M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
33.3K+ 8.36% |
$859K - $918K
|
432K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
30K+ 4.99% |
$774K - $827K
|
631K
$17.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
29.5K+ 12.45% |
$760K - $812K
|
266K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.2KNew |
$752K - $804K
|
29.2K
$808K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6KNew |
$454K - $485K
|
17.6K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 13.07% |
$436K - $466K
|
146K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.5K+ 8.12% |
$373K - $398K
|
192K
$5.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.8K+ 5.22% |
$329K - $352K
|
257K
$7.13M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
12.6K+ 45.23% |
$325K - $348K
|
40.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 17.08% |
$324K - $346K
|
86.1K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12K+ 29.61% |
$311K - $332K
|
52.7K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.67K+ 9.98% |
$249K - $266K
|
107K
$2.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.21KNew |
$238K - $254K
|
9.21K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9K+ 4.75% |
$232K - $248K
|
198K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.45KNew |
$218K - $233K
|
8.45K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.11K+ 5.87% |
$209K - $223K
|
146K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
7.56K+ 24.49% |
$195K - $208K
|
38.4K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.12K+ 3.44% |
$158K - $169K
|
184K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.13K+ 15.12% |
$132K - $141K
|
39.1K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.89K+ 7.44% |
$74.6K - $79.7K
|
41.8K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.5K+ 0.83% |
$38.7K - $41.3K
|
183K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.39K+ 2.53% |
$35.9K - $38.4K
|
56.3K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
804+ 1.09% |
$20.7K - $22.2K
|
74.3K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
732+ 73200.0% |
$18.9K - $20.2K
|
733
$20.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
445New |
$11.5K - $12.3K
|
445
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
403+ 0.6% |
$10.4K - $11.1K
|
67.9K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
366+ 3.17% |
$9.44K - $10.1K
|
11.9K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
303+ 312.37% |
$7.81K - $8.35K
|
400
$11.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
236+ 0.73% |
$6.09K - $6.5K
|
32.7K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
201New |
$5.18K - $5.54K
|
201
$5.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
46+ 0.99% |
$1.19K - $1.27K
|
4.69K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-410- 0.5% |
$10.6K - $11.3K
|
82.2K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-443- 2.25% |
$11.4K - $12.2K
|
19.3K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-460- 0.61% |
$11.9K - $12.7K
|
74.5K
$2.06M
|