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 86 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $931 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
180,255
shares
|
$5.27 Million
2.24% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
165,727
shares
|
$4.84 Million
1.02% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
157,275
shares
|
$4.6 Million
0.0% of portfolio
|
Q1 2025
Added 31.83%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
126,168
shares
|
$3.69 Million
0.86% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
123,048
shares
|
$3.6 Million
0.86% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
120,597
shares
|
$3.52 Million
0.68% of portfolio
|
Q1 2025
Reduced 54.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
118,510
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
Added 203.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
102,681
shares
|
$3 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
98,343
shares
|
$2.87 Million
0.05% of portfolio
|
Q1 2025
Added 35.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
83,278
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
82,636
shares
|
$2.41 Million
3.36% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
82,415
shares
|
$2.41 Million
0.04% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
77,218
shares
|
$2.26 Million
0.13% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
74,512
shares
|
$2.18 Million
0.51% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
72,928
shares
|
$2.13 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
67,938
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
58,338
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
52,530
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
44,516
shares
|
$1.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
43,030
shares
|
$1.26 Million
0.92% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
39,462
shares
|
$1.15 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
39,098
shares
|
$1.14 Million
0.73% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
39,064
shares
|
$1.14 Million
0.21% of portfolio
|
Q1 2025
Reduced 25.92%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
38,976
shares
|
$1.14 Million
0.53% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
29,447
shares
|
$860,441
0.0% of portfolio
|
Q1 2025
Reduced 32.19%
|