Latest Institutional Purchases of Indexiq Iq 50 Percent Hedged F (HFXI)
This list provides information on the latest institutional transactions involving Indexiq Iq 50 Percent Hedged F (HFXI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
266K+ 6.91% |
$7.76M - $8.3M
|
4.12M
$133M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
238K+ 8.61% |
$6.95M - $7.42M
|
3M
$96.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
233K+ 173.11% |
$6.8M - $7.27M
|
367K
$11.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
211K+ 48.12% |
$6.17M - $6.59M
|
650K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 16.34% |
$5.4M - $5.77M
|
1.32M
$42.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
95.9KNew |
$2.8M - $2.99M
|
95.9K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
91.7K+ 6.49% |
$2.68M - $2.86M
|
1.5M
$48.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
72.8K+ 3.5% |
$2.13M - $2.27M
|
2.15M
$69.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.8K+ 6.0% |
$958K - $1.02M
|
580K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.6K+ 1.85% |
$893K - $955K
|
1.68M
$54.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1K+ 13.75% |
$762K - $814K
|
216K
$6.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 117.97% |
$708K - $756K
|
44.8K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
21.4K+ 30.14% |
$625K - $668K
|
92.5K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.2K+ 89.21% |
$502K - $536K
|
36.5K
$1.17M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
17KNew |
$496K - $530K
|
17K
$548K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
16.6K+ 113.81% |
$484K - $518K
|
31.2K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4K+ 7.37% |
$479K - $512K
|
239K
$7.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 17.91% |
$422K - $451K
|
95.2K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.5K+ 11.49% |
$394K - $421K
|
131K
$4.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12.6K+ 5.58% |
$368K - $393K
|
238K
$7.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
10.4K+ 9.36% |
$304K - $325K
|
122K
$3.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.62K+ 2.9% |
$281K - $300K
|
342K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.36K+ 4.21% |
$244K - $261K
|
207K
$6.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.26KNew |
$241K - $258K
|
8.26K
$266K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.73K+ 8.55% |
$225K - $241K
|
98.1K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.2KNew |
$210K - $225K
|
7.2K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.18K+ 3.52% |
$180K - $193K
|
182K
$5.85M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.93K+ 172.15% |
$173K - $185K
|
9.37K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.01K+ 61.48% |
$146K - $156K
|
13.1K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
4.34K+ 8.35% |
$127K - $135K
|
56.4K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.61K+ 1.41% |
$105K - $113K
|
261K
$8.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2.87K+ 3.61% |
$83.7K - $89.5K
|
82.4K
$2.65M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 7.8% |
$67.6K - $72.3K
|
32K
$1.03M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.88KNew |
$54.7K - $58.5K
|
1.88K
$60.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.87K+ 1.96% |
$54.5K - $58.3K
|
97.3K
$3.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.86K+ 21.36% |
$54.4K - $58.1K
|
10.6K
$341K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.06K+ 4.96% |
$30.9K - $33.1K
|
22.4K
$723K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
532+ 21.45% |
$15.5K - $16.6K
|
3.01K
$97K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
507+ 70.91% |
$14.8K - $15.8K
|
1.22K
$39.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
189+ 0.26% |
$5.52K - $5.9K
|
73.1K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120+ 250.0% |
$3.5K - $3.74K
|
168
$5.41K
|
|
| Q2 2025 | |||||||
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19.4KNew |
$476K - $575K
|
19.4K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
7.05KNew |
$173K - $210K
|
7.05K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.43KNew |
$84.2K - $102K
|
3.43K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.19K+ 1.73% |
$78.4K - $94.8K
|
188K
$6.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.5KNew |
$36.9K - $44.6K
|
1.5K
$48.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.34KNew |
$32.9K - $39.8K
|
1.34K
$43.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
835New |
$20.5K - $24.8K
|
835
$26.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
533New |
$13.1K - $15.8K
|
533
$17.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
173New |
$4.25K - $5.14K
|
173
$5.57K
|
|