Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
273KNew |
$6.28M - $6.64M
|
273K
$7.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
270K+ 67.85% |
$6.22M - $6.57M
|
669K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 44.5% |
$6.06M - $6.4M
|
855K
$22.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
231K+ 74.31% |
$5.32M - $5.62M
|
542K
$14.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
211K+ 43.79% |
$4.85M - $5.12M
|
692K
$18M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
153KNew |
$3.52M - $3.73M
|
153K
$3.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
101K+ 34.96% |
$2.33M - $2.46M
|
391K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
67.9K+ 19.84% |
$1.56M - $1.65M
|
410K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.5K+ 10.0% |
$1.3M - $1.37M
|
622K
$16.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53K+ 1918.39% |
$1.22M - $1.29M
|
55.7K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.7K+ 13.97% |
$1.1M - $1.16M
|
389K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
33.1K+ 130.02% |
$761K - $804K
|
58.5K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.8K+ 10.3% |
$685K - $724K
|
319K
$8.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.6KNew |
$612K - $647K
|
26.6K
$692K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
25.5KNew |
$587K - $620K
|
25.5K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.1K+ 182.67% |
$485K - $513K
|
32.7K
$848K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.6K+ 54.29% |
$452K - $478K
|
55.8K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.2KNew |
$396K - $418K
|
17.2K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15KNew |
$345K - $365K
|
15K
$390K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
5.29KNew |
$122K - $128K
|
5.29K
$137K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.68K+ 12.18% |
$84.6K - $89.5K
|
33.9K
$880K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.15KNew |
$72.5K - $76.6K
|
3.15K
$81.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.68K+ 12.0% |
$61.7K - $65.2K
|
25K
$650K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.04KNew |
$24K - $25.4K
|
1.04K
$27.1K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
483+ 2.14% |
$11.1K - $11.7K
|
23.1K
$599K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98New |
$2.25K - $2.38K
|
98
$2.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.86% |
$46 - $48.6
|
235
$6.11K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-149- 0.17% |
$3.43K - $3.62K
|
86.2K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-882- 0.77% |
$20.3K - $21.4K
|
114K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10.4K- 7.78% |
$239K - $252K
|
123K
$3.2M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-11.8K- 26.34% |
$272K - $288K
|
33.1K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-95.4K- 5.27% |
$2.19M - $2.32M
|
1.72M
$44.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-200K- 52.24% |
$4.59M - $4.86M
|
183K
$4.74M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-263K- 5.16% |
$6.05M - $6.4M
|
4.83M
$126M
|