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 $633 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
19,367
shares
|
$527,169
0.06% of portfolio
|
Q3 2024
Reduced 27.21%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
19,260
shares
|
$524,257
0.4% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
11,953
shares
|
$325,360
0.08% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
11,898
shares
|
$323,863
0.01% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
8,967
shares
|
$244,081
0.04% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
8,445
shares
|
$229,872
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,309
shares
|
$144,510
0.0% of portfolio
|
Q3 2024
Reduced 42.17%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,685
shares
|
$127,525
0.04% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,212
shares
|
$114,650
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,072
shares
|
$110,839
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,191
shares
|
$32,419
0.0% of portfolio
|
Q3 2024
Reduced 82.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,044
shares
|
$28,417
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
615
shares
|
$16,740
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
605
shares
|
$16,468
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
590
shares
|
$16,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
375
shares
|
$10,207
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
236
shares
|
$6,423
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
97
shares
|
$2,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
Reduced 99.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|