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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
19,367
shares
|
$507,996
0.06% of portfolio
|
Q3 2024
Reduced 27.21%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
12,753
shares
|
$334,511
0.09% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,532
shares
|
$302,484
0.01% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,967
shares
|
$235,204
0.04% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,309
shares
|
$139,255
0.0% of portfolio
|
Q3 2024
Reduced 42.17%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,639
shares
|
$121,680
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,212
shares
|
$110,480
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,072
shares
|
$106,808
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,191
shares
|
$31,239
0.0% of portfolio
|
Q3 2024
Reduced 82.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,044
shares
|
$27,384
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
615
shares
|
$16,131
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
605
shares
|
$15,869
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
590
shares
|
$15,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
420
shares
|
$11,016
0.0% of portfolio
|
Q2 2022
Reduced 62.26%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
375
shares
|
$9,836
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
236
shares
|
$6,190
0.0% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
97
shares
|
$2,544
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q3 2024
Reduced 99.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|