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 88 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $915 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,878,401
shares
|
$117 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.36%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,850,319
shares
|
$116 Million
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
3,505,439
shares
|
$106 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,764,012
shares
|
$83.4 Million
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,081,457
shares
|
$62.8 Million
0.02% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,652,233
shares
|
$49.9 Million
0.07% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,556,671
shares
|
$47 Million
0.27% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,412,075
shares
|
$42.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,138,196
shares
|
$34.4 Million
0.04% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,132,319
shares
|
$34.2 Million
0.01% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
710,338
shares
|
$21.4 Million
9.36% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
547,015
shares
|
$16.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
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%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
439,022
shares
|
$13.3 Million
3.12% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
362,957
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
332,001
shares
|
$10 Million
4.17% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
267,883
shares
|
$8.09 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
|
$7.76 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
225,840
shares
|
$6.82 Million
1.36% of portfolio
|
Q2 2025
Added 36.27%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
224,755
shares
|
$6.79 Million
3.56% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
222,496
shares
|
$6.72 Million
0.13% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
198,657
shares
|
$6 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
189,792
shares
|
$5.73 Million
0.0% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
187,523
shares
|
$5.66 Million
0.35% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
180,255
shares
|
$5.44 Million
2.24% of portfolio
|
Q2 2024
Reduced 4.53%
|