Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
651K+ 62.8% |
$16.8M - $17.9M
|
1.69M
$44.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
220K+ 119005.41% |
$5.68M - $6.06M
|
220K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
203K+ 15.07% |
$5.23M - $5.57M
|
1.55M
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 19.5% |
$4.86M - $5.19M
|
1.15M
$30.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
139K+ 70.52% |
$3.59M - $3.83M
|
336K
$8.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 15.5% |
$3.24M - $3.46M
|
936K
$24.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
101K+ 123.3% |
$2.6M - $2.77M
|
182K
$4.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.8K+ 8.55% |
$2.24M - $2.39M
|
1.1M
$29M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
66.8KNew |
$1.72M - $1.84M
|
66.8K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
59.7KNew |
$1.54M - $1.64M
|
59.7K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57K+ 69.68% |
$1.47M - $1.57M
|
139K
$3.65M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.8KNew |
$1.39M - $1.48M
|
53.8K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
39.3KNew |
$1.01M - $1.08M
|
39.3K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
37.7K+ 20.23% |
$974K - $1.04M
|
224K
$5.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37.2K+ 25.08% |
$961K - $1.02M
|
186K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.3KNew |
$782K - $834K
|
30.3K
$796K
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
29.6KNew |
$764K - $815K
|
29.6K
$778K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 19.3% |
$597K - $636K
|
143K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6KNew |
$454K - $484K
|
17.6K
$462K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 176.39% |
$411K - $438K
|
24.9K
$655K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
14K+ 134.75% |
$362K - $386K
|
24.4K
$641K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3KNew |
$266K - $283K
|
10.3K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
8.52KNew |
$220K - $234K
|
8.52K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7K+ 13.02% |
$181K - $193K
|
60.7K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.55K+ 7.68% |
$169K - $180K
|
91.9K
$2.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.49K+ 2.52% |
$168K - $179K
|
264K
$6.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.26K+ 10.1% |
$162K - $172K
|
68.2K
$1.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.11K+ 3.71% |
$158K - $168K
|
171K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.19KNew |
$108K - $115K
|
4.19K
$110K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.72K+ 0.63% |
$96K - $102K
|
595K
$15.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.5K+ 61.51% |
$90.2K - $96.2K
|
9.18K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 5.15% |
$85.3K - $91K
|
67.5K
$1.77M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.2K+ 18.27% |
$82.5K - $88K
|
20.7K
$544K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 6.85% |
$59.6K - $63.5K
|
36K
$945K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.27K+ 1.31% |
$58.6K - $62.5K
|
176K
$4.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.09K+ 4.27% |
$28.1K - $30K
|
26.6K
$699K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
873+ 1.55% |
$22.5K - $24K
|
57.3K
$1.51M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
586+ 0.42% |
$15.1K - $16.1K
|
139K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
302+ 0.36% |
$7.79K - $8.31K
|
84.6K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97New |
$2.5K - $2.67K
|
97
$2.55K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
58+ 1.27% |
$1.5K - $1.6K
|
4.63K
$122K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.71K- 10.46% |
$44.2K - $47.1K
|
14.7K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-3.5K- 34.32% |
$90.4K - $96.4K
|
6.7K
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 7.37% |
$92.6K - $98.8K
|
45.1K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.88K- 1.45% |
$100K - $107K
|
265K
$6.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.13K- 3.24% |
$210K - $224K
|
243K
$6.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.35K- 3.65% |
$241K - $257K
|
247K
$6.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-18.1K- 17.8% |
$467K - $498K
|
83.5K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-34.5K- 53.31% |
$891K - $950K
|
30.2K
$794K
|