Purchases and Sales Made in Q1 2023 in Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information about the institutional ownership of Indexiq Iq 50 Percent Hedged F (HFXI) during Q1 2023. The information is specifically focused on institutions that hold shares of INDEXIQ IQ 50 PERCENT HEDGED F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
345K+ 913.53% |
$7.43M - $8.04M
|
382K
$9.93M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
311KNew |
$6.71M - $7.26M
|
311K
$8.08M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
290KNew |
$6.25M - $6.77M
|
290K
$7.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
195K+ 133.38% |
$4.21M - $4.56M
|
342K
$8.87M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
155K+ 114.58% |
$3.33M - $3.61M
|
289K
$7.52M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
101K+ 5.88% |
$2.17M - $2.35M
|
1.81M
$47M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.2K+ 24.01% |
$2.01M - $2.17M
|
481K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
85.3K+ 313.49% |
$1.84M - $1.99M
|
112K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64K+ 19.13% |
$1.38M - $1.49M
|
399K
$10.4M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57.4KNew |
$1.24M - $1.34M
|
57.4K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.3K+ 12.61% |
$827K - $895K
|
342K
$8.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
30.2KNew |
$652K - $705K
|
30.2K
$785K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.48K+ 21.32% |
$204K - $221K
|
53.9K
$1.4M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
9KNew |
$194K - $210K
|
9K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 7.01% |
$31.6K - $34.2K
|
22.3K
$580K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
800New |
$17.3K - $18.7K
|
800
$20.8K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
239+ 9.47% |
$5.16K - $5.58K
|
2.76K
$71.8K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.87% |
$43.1 - $46.7
|
233
$6.05K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-105- 0.29% |
$2.26K - $2.45K
|
36.2K
$940K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-185- 0.7% |
$3.99K - $4.32K
|
26.1K
$677K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-200- 29.28% |
$4.31K - $4.67K
|
483
$12.5K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-411- 0.31% |
$8.87K - $9.59K
|
133K
$3.47M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-776- 2.96% |
$16.7K - $18.1K
|
25.4K
$661K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.38K- 2.97% |
$29.7K - $32.1K
|
45K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.97K- 14.96% |
$85.7K - $92.7K
|
22.6K
$587K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-140K- 54.9% |
$3.02M - $3.26M
|
115K
$2.98M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-252K- 4.71% |
$5.44M - $5.88M
|
5.1M
$132M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-458K- 43.66% |
$9.89M - $10.7M
|
592K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-775K- 57.83% |
$16.7M - $18.1M
|
565K
$14.7M
|