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 66 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New York Life Investment Management LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
4,135,986
shares
|
$112 Million
1.18% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,501,283
shares
|
$67.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.63%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,686,707
shares
|
$45.6 Million
0.01% of portfolio
|
Q2 2024
Added 62.8%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,546,037
shares
|
$41.8 Million
0.01% of portfolio
|
Q2 2024
Added 15.07%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,154,650
shares
|
$31.2 Million
0.0% of portfolio
|
Q2 2024
Added 19.5%
|
|
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 |
Aug 07, 2024 Q2 2024 |
935,776
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2024
Added 15.5%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
595,426
shares
|
$16.1 Million
8.14% of portfolio
|
Q2 2024
Added 0.63%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
336,234
shares
|
$9.09 Million
0.02% of portfolio
|
Q2 2024
Added 70.52%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
267,883
shares
|
$7.24 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
264,181
shares
|
$7.14 Million
0.01% of portfolio
|
Q2 2024
Added 2.52%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
247,009
shares
|
$6.68 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
242,543
shares
|
$6.56 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
236,703
shares
|
$6.4 Million
1.43% of portfolio
|
Q3 2024
Added 7.42%
|
|
Mason & Associates Inc
|
Jul 18, 2024 Q2 2024 |
224,339
shares
|
$6.07 Million
1.63% of portfolio
|
Q2 2024
Added 20.23%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
185,640
shares
|
$5.02 Million
0.16% of portfolio
|
Q2 2024
Added 25.08%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
182,477
shares
|
$4.93 Million
2.94% of portfolio
|
Q2 2024
Added 123.3%
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
181,192
shares
|
$4.9 Million
1.13% of portfolio
|
Q3 2024
Added 2.99%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
177,898
shares
|
$4.81 Million
0.35% of portfolio
|
Q3 2024
Added 4.31%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
138,775
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2024
Added 69.68%
|
|
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%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
103,212
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2024
Reduced 41.43%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
91,917
shares
|
$2.49 Million
0.03% of portfolio
|
Q2 2024
Added 7.68%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
84,553
shares
|
$2.29 Million
3.55% of portfolio
|
Q2 2024
Added 0.36%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
83,535
shares
|
$2.26 Million
0.27% of portfolio
|
Q2 2024
Reduced 17.8%
|