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 |
---|---|---|---|---|---|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,532
shares
|
$311,825
0.01% of portfolio
|
Q3 2024
Added 11.99%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
9,180
shares
|
$248,227
0.0% of portfolio
|
Q2 2024
Added 61.51%
|
|
Covenant Asset Management, LLC
|
Aug 02, 2024 Q2 2024 |
8,520
shares
|
$230,380
0.04% of portfolio
|
Q2 2024
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
6,703
shares
|
$181,249
0.0% of portfolio
|
Q2 2024
Reduced 34.32%
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,639
shares
|
$125,438
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
4,194
shares
|
$113,405
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
4,072
shares
|
$110,106
0.0% of portfolio
|
Q3 2023
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,044
shares
|
$28,229
0.0% of portfolio
|
Q2 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
615
shares
|
$16,629
0.0% of portfolio
|
Q4 2023
New holding
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
605
shares
|
$16,359
0.0% of portfolio
|
Q2 2021
New holding
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
420
shares
|
$11,356
0.0% of portfolio
|
Q2 2022
Reduced 62.26%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
391
shares
|
$10,572
0.0% of portfolio
|
Q2 2024
Reduced 99.62%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
375
shares
|
$10,140
0.01% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
236
shares
|
$6,381
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
97
shares
|
$2,622
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|