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 84 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
130,980
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
123,048
shares
|
$3.96 Million
0.86% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
121,878
shares
|
$3.93 Million
0.6% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
98,094
shares
|
$3.16 Million
0.04% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
97,338
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
95,937
shares
|
$3.09 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
95,857
shares
|
$3.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
95,215
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
92,578
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 80.76%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
92,451
shares
|
$2.98 Million
1.05% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
82,351
shares
|
$2.65 Million
3.18% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
73,079
shares
|
$2.35 Million
0.17% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
72,642
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
70,889
shares
|
$2.28 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
65,446
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
56,355
shares
|
$1.82 Million
1.14% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
44,799
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 117.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
42,629
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
41,630
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
40,350
shares
|
$1.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
36,461
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 89.21%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
33,401
shares
|
$1.08 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
32,020
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
31,675
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
31,163
shares
|
$1 Million
0.83% of portfolio
|
Q3 2025
Added 113.81%
|