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 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
7+ 0.01% |
$182 - $199
|
74.5K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-143- 1.2% |
$3.72K - $4.06K
|
11.8K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-338- 0.13% |
$8.78K - $9.6K
|
257K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-733Closed |
$19K - $20.8K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-742- 5.94% |
$19.3K - $21.1K
|
11.8K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.05K- 2.59% |
$27.2K - $29.8K
|
39.5K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 6.34% |
$36.4K - $39.8K
|
20.7K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.14K- 2.84% |
$55.5K - $60.7K
|
72.9K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.87K- 13.37% |
$74.6K - $81.6K
|
18.6K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.83K- 3.6% |
$99.5K - $109K
|
103K
$3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.84K- 93.84% |
$99.8K - $109K
|
252
$7.36K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.58K- 34.14% |
$171K - $187K
|
12.7K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13.7K- 25.92% |
$355K - $388K
|
39.1K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14K- 32.19% |
$363K - $397K
|
29.4K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 0.99% |
$369K - $403K
|
1.42M
$41.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-17K- 9.29% |
$441K - $482K
|
166K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17K- 58.39% |
$442K - $484K
|
12.1K
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44.5K- 50.0% |
$1.16M - $1.26M
|
44.5K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-48.7K- 85.77% |
$1.27M - $1.38M
|
8.08K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-146K- 54.69% |
$3.78M - $4.14M
|
121K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-230K- 20.04% |
$5.97M - $6.52M
|
916K
$26.7M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-503K- 12.0% |
$13.1M - $14.3M
|
3.69M
$108M
|