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 86 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $981 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,222
shares
|
$39,360
0.0% of portfolio
|
Q3 2025
Added 70.91%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,191
shares
|
$38,362
0.0% of portfolio
|
Q3 2024
Reduced 82.23%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
835
shares
|
$26,895
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
533
shares
|
$17,167
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
400
shares
|
$12,884
0.0% of portfolio
|
Q4 2024
Added 312.37%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
375
shares
|
$12,078
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
274
shares
|
$8,825
0.0% of portfolio
|
Q2 2025
Reduced 98.49%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
220
shares
|
$7,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
173
shares
|
$5,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
168
shares
|
$5,411
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|