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 87 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,490,734
shares
|
$165 Million
0.04% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,765,182
shares
|
$113 Million
0.01% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,686,271
shares
|
$111 Million
1.1% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,756,126
shares
|
$82.9 Million
0.01% of portfolio
|
Q1 2025
Added 96.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,986,335
shares
|
$59.7 Million
0.02% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,623,116
shares
|
$48.8 Million
0.08% of portfolio
|
Q1 2025
Added 3355.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,556,671
shares
|
$46.8 Million
0.27% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,417,062
shares
|
$42.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,138,196
shares
|
$34.2 Million
0.04% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
915,919
shares
|
$27.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.04%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
704,192
shares
|
$21.2 Million
9.48% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
607,176
shares
|
$18.3 Million
0.03% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
481,277
shares
|
$14.5 Million
0.28% of portfolio
|
Q2 2025
Added 30.09%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
477,622
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2025
Added 610.51%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
436,689
shares
|
$13.1 Million
3.15% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
365,063
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
332,001
shares
|
$9.99 Million
4.17% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
307,546
shares
|
$9.25 Million
0.01% of portfolio
|
Q1 2025
Added 59.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
267,883
shares
|
$8.06 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
257,047
shares
|
$7.73 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
233,216
shares
|
$7.02 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
225,840
shares
|
$6.79 Million
1.36% of portfolio
|
Q2 2025
Added 36.27%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
224,755
shares
|
$6.76 Million
3.56% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
222,496
shares
|
$6.69 Million
0.13% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
198,657
shares
|
$5.98 Million
0.01% of portfolio
|
Q2 2025
New holding
|