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 69 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $572 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,149,758
shares
|
$109 Million
1.19% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,906,098
shares
|
$102 Million
0.03% of portfolio
|
Q3 2024
Added 131.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,282,925
shares
|
$86.1 Million
0.01% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,519,813
shares
|
$39.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,300,047
shares
|
$34.1 Million
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,138,196
shares
|
$29.9 Million
0.04% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,029,383
shares
|
$27 Million
0.01% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
601,329
shares
|
$15.8 Million
8.1% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
427,173
shares
|
$11.2 Million
0.03% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
398,462
shares
|
$10.5 Million
2.77% of portfolio
|
Q3 2024
Added 77.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
267,883
shares
|
$7.03 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
248,543
shares
|
$6.52 Million
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
244,611
shares
|
$6.42 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
236,703
shares
|
$6.21 Million
1.43% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
224,755
shares
|
$5.9 Million
3.56% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
208,064
shares
|
$5.46 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
189,358
shares
|
$4.97 Million
0.15% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
181,192
shares
|
$4.75 Million
1.13% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
177,968
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
177,898
shares
|
$4.67 Million
0.35% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
138,189
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
129,235
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
123,048
shares
|
$3.23 Million
0.86% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
96,842
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
83,573
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 497.33%
|