Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
871K+ 101.89% |
$20.1M - $21.4M
|
1.73M
$44.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
316K+ 172.9% |
$7.27M - $7.74M
|
498K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
247K+ 39.8% |
$5.7M - $6.07M
|
869K
$22.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
153K+ 37.39% |
$3.53M - $3.76M
|
564K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116K+ 354.31% |
$2.66M - $2.84M
|
148K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.7KNew |
$1.28M - $1.37M
|
55.7K
$1.45M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
46.3KNew |
$1.07M - $1.14M
|
46.3K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.2K+ 162.09% |
$994K - $1.06M
|
69.8K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.7K+ 53.27% |
$684K - $728K
|
85.4K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.8KNew |
$570K - $607K
|
24.8K
$644K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
18.1K+ 4.62% |
$417K - $444K
|
409K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.7K+ 102.58% |
$407K - $433K
|
34.9K
$906K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 31.32% |
$403K - $429K
|
73.3K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13.3K+ 0.28% |
$307K - $326K
|
4.85M
$126M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.99K+ 15.36% |
$207K - $220K
|
67.5K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.03K+ 1.81% |
$162K - $172K
|
396K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.84K+ 10.83% |
$135K - $143K
|
59.8K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4.63K+ 87.51% |
$107K - $113K
|
9.91K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.07KNew |
$93.8K - $99.8K
|
4.07K
$106K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.96KNew |
$91.1K - $97K
|
3.96K
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.56K+ 0.51% |
$82K - $87.3K
|
696K
$18.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.22K+ 2.1% |
$74.2K - $79.1K
|
156K
$4.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.85KNew |
$65.6K - $69.8K
|
2.85K
$74K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.75K+ 2.41% |
$63.3K - $67.4K
|
117K
$3.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.94K+ 0.36% |
$44.6K - $47.5K
|
544K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
717+ 2.87% |
$16.5K - $17.6K
|
25.7K
$669K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
526+ 1.55% |
$12.1K - $12.9K
|
34.4K
$894K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
346+ 10.97% |
$7.97K - $8.48K
|
3.5K
$90.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.43% |
$23 - $24.5
|
236
$6.13K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-22- 0.24% |
$507 - $539
|
8.98K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-496- 0.58% |
$11.4K - $12.2K
|
85.7K
$2.23M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.56K- 15.45% |
$82.1K - $87.4K
|
19.5K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.92K- 99.97% |
$90.2K - $96K
|
1
$26
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.9K- 4.71% |
$296K - $315K
|
260K
$6.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-26.4K- 1.54% |
$609K - $648K
|
1.69M
$43.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94.9K- 29.74% |
$2.19M - $2.33M
|
224K
$5.83M
|