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 |
|---|---|---|---|---|---|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
82,576
shares
|
$2.17 Million
3.41% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
80,342
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 222.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
78,349
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
76,195
shares
|
$2 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
74,965
shares
|
$1.97 Million
0.52% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
73,513
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
73,482
shares
|
$1.93 Million
0.13% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
67,478
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
59,376
shares
|
$1.56 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
54,956
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
54,004
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
53,222
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 47.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,595
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
40,683
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
38,881
shares
|
$1.02 Million
0.85% of portfolio
|
Q3 2024
Added 59.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
33,925
shares
|
$889,852
0.0% of portfolio
|
Q3 2024
Reduced 76.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,607
shares
|
$855,281
0.02% of portfolio
|
Q3 2024
Added 85.27%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
32,430
shares
|
$850,638
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
31,495
shares
|
$826,113
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
30,883
shares
|
$810,061
0.74% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
27,894
shares
|
$731,659
0.48% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
27,534
shares
|
$722,216
0.01% of portfolio
|
Q3 2024
Added 45.37%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
23,133
shares
|
$606,778
0.01% of portfolio
|
Q3 2024
Reduced 21.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,066
shares
|
$605,021
0.0% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
19,703
shares
|
$516,809
0.43% of portfolio
|
Q3 2024
Reduced 27.01%
|