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 78 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $739 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
123,048
shares
|
$3.29 Million
0.86% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
119,297
shares
|
$3.19 Million
0.0% of portfolio
|
Q4 2024
Added 48.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
106,511
shares
|
$2.84 Million
0.03% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
105,235
shares
|
$2.81 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
82,166
shares
|
$2.19 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
76,781
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
75,063
shares
|
$2 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
74,505
shares
|
$1.99 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
74,286
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
72,779
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
Added 123.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
70,815
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 124.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
67,881
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67,222
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
56,798
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
56,349
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
52,729
shares
|
$1.41 Million
0.26% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
49,419
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
46,976
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
43,957
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,424
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
41,774
shares
|
$1.12 Million
0.83% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
40,510
shares
|
$1.08 Million
1.01% of portfolio
|
Q4 2024
Added 45.23%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
39,098
shares
|
$1.04 Million
0.73% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,054
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
32,666
shares
|
$872,182
0.42% of portfolio
|
Q4 2024
Added 0.73%
|