Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 23.63% |
$5.32M - $6.43M
|
1.13M
$36.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
199KNew |
$4.88M - $5.9M
|
199K
$6.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
178KNew |
$4.39M - $5.3M
|
178K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
123K+ 1012.81% |
$3.02M - $3.65M
|
135K
$4.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111K+ 30.09% |
$2.73M - $3.31M
|
481K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95.1K+ 4.79% |
$2.34M - $2.83M
|
2.08M
$67M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.1K+ 2.26% |
$2.09M - $2.53M
|
3.85M
$124M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
60.1K+ 36.27% |
$1.48M - $1.79M
|
226K
$7.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57K+ 48.08% |
$1.4M - $1.69M
|
175K
$5.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.5K+ 72.92% |
$1.22M - $1.47M
|
117K
$3.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
36.9K+ 456.26% |
$906K - $1.1M
|
44.9K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.5K+ 20.68% |
$799K - $966K
|
190K
$6.11M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.3K+ 31.53% |
$792K - $959K
|
135K
$4.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
32.1K+ 82.27% |
$788K - $953K
|
71K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.1K+ 1.79% |
$715K - $865K
|
1.65M
$53.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.4K+ 38.42% |
$551K - $666K
|
80.8K
$2.6M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19.4KNew |
$476K - $575K
|
19.4K
$624K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.3KNew |
$473K - $573K
|
19.3K
$621K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
15.7KNew |
$387K - $468K
|
15.7K
$507K
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
14.6KNew |
$358K - $433K
|
14.6K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
8.98K+ 20.88% |
$221K - $267K
|
52K
$1.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.14KNew |
$200K - $242K
|
8.14K
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.95K+ 9.65% |
$195K - $236K
|
90.4K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.89K+ 0.29% |
$194K - $234K
|
2.76M
$89M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.07K+ 3.28% |
$174K - $210K
|
222K
$7.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
7.05KNew |
$173K - $210K
|
7.05K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6.15K+ 0.87% |
$151K - $183K
|
710K
$22.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.43KNew |
$84.2K - $102K
|
3.43K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.19K+ 1.73% |
$78.4K - $94.8K
|
188K
$6.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.33K+ 0.53% |
$57.3K - $69.3K
|
439K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.5KNew |
$36.9K - $44.6K
|
1.5K
$48.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.34KNew |
$32.9K - $39.8K
|
1.34K
$43.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.04K+ 0.32% |
$25.7K - $31K
|
332K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
987+ 4.84% |
$24.3K - $29.3K
|
21.4K
$689K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
835New |
$20.5K - $24.8K
|
835
$26.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
723+ 1.38% |
$17.8K - $21.5K
|
53.3K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
533New |
$13.1K - $15.8K
|
533
$17.2K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
256+ 0.87% |
$6.29K - $7.61K
|
29.7K
$957K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
181+ 2.12% |
$4.45K - $5.38K
|
8.72K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
173New |
$4.25K - $5.14K
|
173
$5.57K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 16.26% |
$2.46K - $2.97K
|
715
$23K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
74+ 0.82% |
$1.82K - $2.2K
|
9.05K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.43K - $1.72K
|
58
$1.87K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48New |
$1.18K - $1.43K
|
48
$1.55K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
38+ 0.32% |
$934 - $1.13K
|
11.8K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-38- 0.05% |
$934 - $1.13K
|
72.9K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-127- 0.61% |
$3.12K - $3.77K
|
20.6K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-151- 1.28% |
$3.71K - $4.49K
|
11.6K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-327- 8.67% |
$8.03K - $9.72K
|
3.44K
$111K
|