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 77 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $765 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,170,903
shares
|
$145 Million
0.04% of portfolio
|
Q4 2024
Added 32.38%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
4,189,063
shares
|
$118 Million
1.13% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,319,956
shares
|
$93.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,907,301
shares
|
$53.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,556,671
shares
|
$43.7 Million
0.27% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,431,263
shares
|
$40.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,405,269
shares
|
$39.5 Million
0.0% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,145,527
shares
|
$32.2 Million
0.01% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,138,196
shares
|
$32 Million
0.04% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
631,349
shares
|
$17.7 Million
7.8% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
558,869
shares
|
$15.7 Million
0.03% of portfolio
|
Q4 2024
Added 30.83%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
431,778
shares
|
$12.1 Million
2.76% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
311,749
shares
|
$8.76 Million
0.0% of portfolio
|
Q4 2024
Added 25.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
267,883
shares
|
$7.53 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
266,169
shares
|
$7.48 Million
1.42% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
257,385
shares
|
$7.23 Million
0.32% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
224,755
shares
|
$6.32 Million
3.56% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
198,361
shares
|
$5.57 Million
0.14% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
192,421
shares
|
$5.41 Million
0.0% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
184,017
shares
|
$5.17 Million
0.33% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
182,692
shares
|
$5.13 Million
1.07% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
174,470
shares
|
$4.9 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
146,297
shares
|
$4.11 Million
0.0% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
146,126
shares
|
$4.11 Million
0.01% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
123,048
shares
|
$3.46 Million
0.86% of portfolio
|
Q2 2023
Reduced 7.78%
|