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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
29,169
shares
|
$778,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
26,077
shares
|
$696,255
0.01% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,080
shares
|
$589,536
0.0% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
21,475
shares
|
$573,382
0.01% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
19,367
shares
|
$517,098
0.06% of portfolio
|
Q3 2024
Reduced 27.21%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
19,260
shares
|
$514,242
0.4% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,605
shares
|
$470,053
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
11,755
shares
|
$313,858
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,211
shares
|
$245,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
8,967
shares
|
$239,418
0.04% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
8,445
shares
|
$225,481
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,688
shares
|
$98,469
0.0% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,115
shares
|
$83,170
0.0% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,191
shares
|
$31,799
0.0% of portfolio
|
Q3 2024
Reduced 82.23%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,044
shares
|
$27,874
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
946
shares
|
$25,258
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
733
shares
|
$19,571
0.0% of portfolio
|
Q4 2024
Added 73200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
645
shares
|
$17,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
615
shares
|
$16,420
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
605
shares
|
$16,153
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
590
shares
|
$15,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
484
shares
|
$12,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
445
shares
|
$11,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
400
shares
|
$10,680
0.0% of portfolio
|
Q4 2024
Added 312.37%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
375
shares
|
$10,012
0.01% of portfolio
|
Q1 2024
New holding
|