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 70 institutions that hold shares in the stock, with a total of 23.3 Million shares, which have been reported (via 13F filing form) to have a value of $626 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,149,758
shares
|
$112 Million
1.19% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,906,098
shares
|
$106 Million
0.03% of portfolio
|
Q3 2024
Added 131.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,282,925
shares
|
$88.9 Million
0.01% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,519,813
shares
|
$41.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
1,412,425
shares
|
$38.2 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,300,047
shares
|
$35.2 Million
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,138,196
shares
|
$30.8 Million
0.04% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,029,383
shares
|
$27.9 Million
0.01% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
601,329
shares
|
$16.3 Million
8.1% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
431,778
shares
|
$11.7 Million
2.76% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
427,173
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
267,883
shares
|
$7.25 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
266,169
shares
|
$7.21 Million
1.42% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
248,543
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
244,611
shares
|
$6.62 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
224,755
shares
|
$6.08 Million
3.56% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
208,064
shares
|
$5.63 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
189,358
shares
|
$5.13 Million
0.15% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
184,017
shares
|
$4.98 Million
0.33% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
182,692
shares
|
$4.95 Million
1.07% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
177,968
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
138,189
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
129,235
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
123,048
shares
|
$3.33 Million
0.86% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
96,842
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2024
Added 5.36%
|