Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
378K+ 59.25% |
$9.23M - $10.2M
|
1.02M
$26.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
298K+ 11.9% |
$7.26M - $8M
|
2.8M
$72.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
292K+ 11.63% |
$7.12M - $7.84M
|
2.8M
$72.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
292K+ 11.63% |
$7.12M - $7.84M
|
2.8M
$72.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
187KNew |
$4.55M - $5.02M
|
187K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
178K+ 907.85% |
$4.34M - $4.78M
|
197K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
144K+ 17.5% |
$3.51M - $3.87M
|
966K
$25.1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.3K+ 1044.68% |
$2.28M - $2.51M
|
102K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
93.3KNew |
$2.28M - $2.51M
|
93.3K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.8K+ 68.71% |
$1.75M - $1.93M
|
176K
$4.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
70.1K+ 603.73% |
$1.71M - $1.89M
|
81.7K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
64.2KNew |
$1.57M - $1.73M
|
64.2K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.9K+ 332.37% |
$1.53M - $1.69M
|
81.8K
$2.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
55.3K+ 586.1% |
$1.35M - $1.49M
|
64.7K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.6K+ 5.0% |
$941K - $1.04M
|
810K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.5K+ 3.44% |
$841K - $927K
|
1.04M
$26.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.5KNew |
$427K - $471K
|
17.5K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.3KNew |
$349K - $384K
|
14.3K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11.1K+ 1.92% |
$272K - $300K
|
592K
$15.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.6K+ 6.52% |
$259K - $286K
|
174K
$4.51M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
10.4KNew |
$254K - $280K
|
10.4K
$270K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.3K+ 6.69% |
$252K - $277K
|
164K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.02KNew |
$220K - $243K
|
9.02K
$234K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.13K+ 3.35% |
$198K - $219K
|
251K
$6.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.7KNew |
$188K - $207K
|
7.7K
$200K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.89K+ 5.17% |
$144K - $158K
|
120K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.78K+ 20.73% |
$141K - $155K
|
33.7K
$875K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.76K+ 4.04% |
$141K - $155K
|
148K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.33K+ 6.66% |
$130K - $143K
|
85.4K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.1K+ 1.25% |
$75.6K - $83.3K
|
251K
$6.51M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.45K+ 4.11% |
$59.7K - $65.8K
|
62K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.69% |
$32.6K - $35.9K
|
12.7K
$331K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.03K+ 11.19% |
$25.1K - $27.6K
|
10.2K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
877+ 18.24% |
$21.4K - $23.6K
|
5.68K
$148K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
743+ 19.42% |
$18.1K - $20K
|
4.57K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
375New |
$9.15K - $10.1K
|
375
$9.74K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61New |
$1.49K - $1.64K
|
61
$1.58K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-278- 0.33% |
$6.79K - $7.48K
|
84.3K
$2.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-298- 61.7% |
$7.27K - $8.01K
|
185
$4.81K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-447- 1.63% |
$10.9K - $12K
|
27K
$701K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-559- 2.87% |
$13.6K - $15K
|
18.9K
$492K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.23K- 11.97% |
$54.3K - $59.8K
|
16.4K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.1K- 1.19% |
$75.6K - $83.3K
|
258K
$6.69M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.47K- 1.34% |
$84.8K - $93.4K
|
256K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 7.12% |
$100K - $111K
|
53.7K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-10.3K- 12.15% |
$252K - $278K
|
74.8K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-17.5K- 14.7% |
$427K - $471K
|
102K
$2.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.9K- 27.07% |
$511K - $563K
|
56.4K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.9K- 51.57% |
$1.27M - $1.39M
|
48.7K
$1.27M
|