Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
266K+ 6.91% |
$7.76M - $8.3M
|
4.12M
$133M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
238K+ 8.61% |
$6.95M - $7.42M
|
3M
$96.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
233K+ 173.11% |
$6.8M - $7.27M
|
367K
$11.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
211K+ 48.12% |
$6.17M - $6.59M
|
650K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 16.34% |
$5.4M - $5.77M
|
1.32M
$42.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
95.9KNew |
$2.8M - $2.99M
|
95.9K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
91.7K+ 6.49% |
$2.68M - $2.86M
|
1.5M
$48.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
72.8K+ 3.5% |
$2.13M - $2.27M
|
2.15M
$69.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.8K+ 6.0% |
$958K - $1.02M
|
580K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.6K+ 1.85% |
$893K - $955K
|
1.68M
$54.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1K+ 13.75% |
$762K - $814K
|
216K
$6.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 117.97% |
$708K - $756K
|
44.8K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
21.4K+ 30.14% |
$625K - $668K
|
92.5K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.2K+ 89.21% |
$502K - $536K
|
36.5K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
16.6K+ 113.81% |
$484K - $518K
|
31.2K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4K+ 7.37% |
$479K - $512K
|
239K
$7.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 17.91% |
$422K - $451K
|
95.2K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.5K+ 11.49% |
$394K - $421K
|
131K
$4.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12.6K+ 5.58% |
$368K - $393K
|
238K
$7.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
10.4K+ 9.36% |
$304K - $325K
|
122K
$3.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.62K+ 2.9% |
$281K - $300K
|
342K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.36K+ 4.21% |
$244K - $261K
|
207K
$6.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.26KNew |
$241K - $258K
|
8.26K
$266K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.73K+ 8.55% |
$225K - $241K
|
98.1K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.2KNew |
$210K - $225K
|
7.2K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.18K+ 3.52% |
$180K - $193K
|
182K
$5.85M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.93K+ 172.15% |
$173K - $185K
|
9.37K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.01K+ 61.48% |
$146K - $156K
|
13.1K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
4.34K+ 8.35% |
$127K - $135K
|
56.4K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.61K+ 1.41% |
$105K - $113K
|
261K
$8.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2.87K+ 3.61% |
$83.7K - $89.5K
|
82.4K
$2.65M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 7.8% |
$67.6K - $72.3K
|
32K
$1.03M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.88KNew |
$54.7K - $58.5K
|
1.88K
$60.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.87K+ 1.96% |
$54.5K - $58.3K
|
97.3K
$3.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.86K+ 21.36% |
$54.4K - $58.1K
|
10.6K
$341K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.06K+ 4.96% |
$30.9K - $33.1K
|
22.4K
$723K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
532+ 21.45% |
$15.5K - $16.6K
|
3.01K
$97K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
507+ 70.91% |
$14.8K - $15.8K
|
1.22K
$39.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
189+ 0.26% |
$5.52K - $5.9K
|
73.1K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120+ 250.0% |
$3.5K - $3.74K
|
168
$5.41K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-300- 1.15% |
$8.76K - $9.36K
|
25.8K
$830K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-336- 2.9% |
$9.81K - $10.5K
|
11.3K
$363K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-540- 4.47% |
$15.8K - $16.8K
|
11.6K
$372K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-695- 8.9% |
$20.3K - $21.7K
|
7.11K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.47K- 2.04% |
$43K - $46K
|
70.9K
$2.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.51K- 12.77% |
$44K - $47K
|
10.3K
$331K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.67K- 10.61% |
$48.8K - $52.1K
|
14.1K
$453K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.87K- 4.44% |
$54.7K - $58.5K
|
40.4K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.98K- 5.6% |
$57.9K - $61.9K
|
33.4K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.82K- 8.17% |
$82.2K - $87.9K
|
31.7K
$1.02M
|