Synergy Investment Management, LLC Indexiq Iq 50 Percent Hedged F Transaction History

Synergy Investment Management, LLC

$166 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$25.79 - $27.56 $11,476 - $12,264	445 New	445 $11.6 Million

Others Institutions Holding HFXI

# of Institutions

88

Shares Held

30.4M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

3.88M
Shares

$120 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.85M
Shares

$119 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

3.51M
Shares

$108 Million
1.02% of portfolio
Bank Of America Corp Charlotte, NC

2.76M
Shares

$85.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.08M
Shares

$64.4 Million
0.02% of portfolio

About INDEXIQ IQ 50 PERCENT HEDGED F

Ticker HFXI
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