Purchases and Sales Made in Q1 2025 in Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information about the institutional ownership of Indexiq Iq 50 Percent Hedged F (HFXI) during Q1 2025. The information is specifically focused on institutions that hold shares of INDEXIQ IQ 50 PERCENT HEDGED F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.58M+ 3355.2% |
$40.9M - $44.8M
|
1.62M
$47.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.35M+ 96.13% |
$35.1M - $38.4M
|
2.76M
$80.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
445K+ 13.41% |
$11.6M - $12.6M
|
3.77M
$110M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
410K+ 610.51% |
$10.7M - $11.7M
|
478K
$13.9M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
331KNew |
$8.6M - $9.4M
|
331K
$9.66M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
320K+ 6.19% |
$8.31M - $9.09M
|
5.49M
$160M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
284K+ 329.83% |
$7.38M - $8.07M
|
370K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
233KNew |
$6.06M - $6.63M
|
233K
$6.81M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 59.83% |
$2.99M - $3.27M
|
308K
$8.98M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
79.5K+ 203.45% |
$2.06M - $2.26M
|
119K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
79K+ 4.14% |
$2.05M - $2.25M
|
1.99M
$58M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
72.8K+ 11.54% |
$1.89M - $2.07M
|
704K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.3K+ 17.1% |
$1.39M - $1.51M
|
365K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.3K+ 8.64% |
$1.26M - $1.37M
|
607K
$17.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45.1K+ 102.54% |
$1.17M - $1.28M
|
89K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.4K+ 26.27% |
$997K - $1.09M
|
185K
$5.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38K+ 31.83% |
$987K - $1.08M
|
157K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 35.13% |
$664K - $726K
|
98.3K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
20.9K+ 19.89% |
$544K - $595K
|
126K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.2KNew |
$473K - $517K
|
18.2K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 8.61% |
$443K - $485K
|
215K
$6.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.9KNew |
$361K - $395K
|
13.9K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
12.5KNew |
$325K - $355K
|
12.5K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 17.6% |
$324K - $354K
|
83.3K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.05K+ 76.57% |
$183K - $200K
|
16.3K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.31K+ 19.32% |
$164K - $179K
|
39K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
5.79K+ 3.32% |
$150K - $164K
|
180K
$5.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.63K+ 7.34% |
$146K - $160K
|
82.4K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
4.91K+ 1.14% |
$128K - $140K
|
437K
$12.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.09KNew |
$106K - $116K
|
4.09K
$119K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4KNew |
$104K - $114K
|
4K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.11K+ 6.3% |
$80.8K - $88.4K
|
52.5K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.93K+ 3.95% |
$76.2K - $83.3K
|
77.2K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.79K+ 15.86% |
$72.5K - $79.3K
|
20.4K
$595K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.99K+ 3.53% |
$51.7K - $56.5K
|
58.3K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.26K+ 3.01% |
$32.6K - $35.7K
|
43K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
946New |
$24.6K - $26.9K
|
946
$27.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
651+ 1.69% |
$16.9K - $18.5K
|
39.1K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
645New |
$16.8K - $18.3K
|
645
$18.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
563+ 2.91% |
$14.6K - $16K
|
19.9K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
484New |
$12.6K - $13.8K
|
484
$14.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
475New |
$12.3K - $13.5K
|
475
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
470+ 0.57% |
$12.2K - $13.4K
|
82.6K
$2.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
317+ 0.17% |
$8.24K - $9.01K
|
184K
$5.38M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
220New |
$5.72K - $6.25K
|
220
$6.42K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$2.6K - $2.84K
|
100
$2.92K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
92+ 1.09% |
$2.39K - $2.61K
|
8.54K
$249K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
82+ 2.22% |
$2.13K - $2.33K
|
3.77K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57+ 0.08% |
$1.48K - $1.62K
|
67.9K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$208 - $227
|
8.98K
$262K
|