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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
26,077
shares
|
$761,969
0.01% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,680
shares
|
$604,269
0.0% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
20,397
shares
|
$596,000
0.06% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
19,930
shares
|
$582,354
0.07% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,604
shares
|
$543,608
0.01% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,194
shares
|
$531,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,264
shares
|
$475,234
0.02% of portfolio
|
Q1 2025
Added 76.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
13,890
shares
|
$405,865
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
12,685
shares
|
$370,655
0.27% of portfolio
|
Q1 2025
Reduced 34.14%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
12,493
shares
|
$365,045
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,137
shares
|
$354,643
0.0% of portfolio
|
Q1 2025
Reduced 58.39%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
11,755
shares
|
$343,481
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
8,975
shares
|
$262,249
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
8,537
shares
|
$249,451
0.1% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
8,080
shares
|
$236,097
0.02% of portfolio
|
Q1 2025
Reduced 85.77%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
4,093
shares
|
$119,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
4,000
shares
|
$116,880
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,770
shares
|
$110,159
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,115
shares
|
$91,020
0.0% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,191
shares
|
$34,801
0.0% of portfolio
|
Q3 2024
Reduced 82.23%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,044
shares
|
$30,505
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
946
shares
|
$27,642
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
645
shares
|
$18,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
615
shares
|
$17,970
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
605
shares
|
$17,678
0.0% of portfolio
|
Q2 2021
New holding
|