Institutional Ownership Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information about the institutional ownership of Indexiq Iq 50 Percent Hedged F (HFXI). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $467 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
May 03, 2024 Q1 2024 |
4,439,282
shares
|
$121 Million
1.25% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,798,879
shares
|
$76.2 Million
0.01% of portfolio
|
Q1 2024
Added 11.63%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,343,521
shares
|
$36.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,036,067
shares
|
$28.2 Million
0.01% of portfolio
|
Q1 2024
Added 3.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,015,780
shares
|
$27.7 Million
0.04% of portfolio
|
Q1 2024
Added 59.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
966,238
shares
|
$26.3 Million
0.0% of portfolio
|
Q1 2024
Added 17.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
810,161
shares
|
$22.1 Million
0.01% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Flynn Zito Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
591,705
shares
|
$16.1 Million
8.21% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Wespac Advisors So Cal, LLC
|
Apr 18, 2024 Q1 2024 |
443,397
shares
|
$12.1 Million
3.15% of portfolio
|
Q1 2024
Reduced 14.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
268,507
shares
|
$7.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
257,689
shares
|
$7.02 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
256,354
shares
|
$6.98 Million
0.38% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
250,672
shares
|
$6.83 Million
0.0% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
197,176
shares
|
$5.37 Million
0.01% of portfolio
|
Q1 2024
Added 907.85%
|
|
|
Mason & Associates Inc
|
Apr 23, 2024 Q1 2024 |
186,594
shares
|
$5.08 Million
1.36% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
176,210
shares
|
$4.8 Million
0.01% of portfolio
|
Q1 2024
Added 68.71%
|
|
|
Marino, Stram & Associates LLC
|
Apr 24, 2024 Q1 2024 |
173,663
shares
|
$4.73 Million
1.11% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
164,436
shares
|
$4.48 Million
0.36% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
148,415
shares
|
$4.04 Million
0.16% of portfolio
|
Q1 2024
Added 4.04%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
123,048
shares
|
$3.35 Million
0.86% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
119,779
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2024
Added 5.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
102,277
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2024
Added 1044.68%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
101,618
shares
|
$2.77 Million
0.35% of portfolio
|
Q1 2024
Reduced 14.7%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
93,330
shares
|
$2.54 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
85,364
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2024
Added 6.66%
|
|