Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.22M+ 131.58% |
$55.8M - $62M
|
3.91M
$103M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.41MNew |
$35.5M - $39.4M
|
1.41M
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
782K+ 31.25% |
$19.6M - $21.8M
|
3.28M
$86.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
208KNew |
$5.23M - $5.81M
|
208K
$5.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
174K+ 77.62% |
$4.38M - $4.86M
|
398K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 12.59% |
$3.65M - $4.06M
|
1.3M
$34.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.6K+ 10.0% |
$2.35M - $2.61M
|
1.03M
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
90.9K+ 27.05% |
$2.29M - $2.54M
|
427K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73.5KNew |
$1.85M - $2.05M
|
73.5K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.6K+ 497.33% |
$1.75M - $1.94M
|
83.6K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 222.3% |
$1.39M - $1.55M
|
80.3K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
42.3K+ 23.17% |
$1.06M - $1.18M
|
225K
$5.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 3.23% |
$895K - $994K
|
1.14M
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
32.4KNew |
$815K - $905K
|
32.4K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26K+ 25.21% |
$654K - $727K
|
129K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 47.93% |
$433K - $481K
|
53.2K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
16.4K+ 7.42% |
$411K - $457K
|
237K
$6.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15K+ 85.27% |
$377K - $419K
|
32.6K
$857K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
14.5K+ 59.24% |
$364K - $404K
|
38.9K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13.8K+ 0.33% |
$346K - $385K
|
4.15M
$109M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5K+ 17.28% |
$290K - $322K
|
78.3K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.59K+ 45.37% |
$216K - $240K
|
27.5K
$723K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.36K+ 4.31% |
$185K - $205K
|
178K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6K+ 2.47% |
$151K - $168K
|
249K
$6.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.9K+ 0.99% |
$148K - $165K
|
601K
$15.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.26K+ 2.99% |
$132K - $147K
|
181K
$4.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.24K+ 7.67% |
$132K - $146K
|
73.5K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.93K+ 5.36% |
$124K - $138K
|
96.8K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.72K+ 2.0% |
$93.4K - $104K
|
189K
$4.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 1.23% |
$81.8K - $90.9K
|
268K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.37K+ 11.44% |
$59.5K - $66.1K
|
23.1K
$606K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.39K+ 3.53% |
$34.9K - $38.7K
|
40.7K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.28K+ 4.34% |
$32.3K - $35.8K
|
30.9K
$811K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.24K+ 11.99% |
$31K - $34.5K
|
11.5K
$303K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19K+ 3.93% |
$29.9K - $33.3K
|
31.5K
$827K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
590New |
$14.8K - $16.5K
|
590
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
447+ 5.25% |
$11.2K - $12.5K
|
8.97K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
182+ 0.24% |
$4.57K - $5.08K
|
75K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18+ 0.43% |
$452 - $503
|
4.21K
$111K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$302 - $335
|
4.64K
$122K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-332- 0.56% |
$8.34K - $9.27K
|
59.4K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-390- 99.74% |
$9.8K - $10.9K
|
1
$26.3
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-522- 1.16% |
$13.1K - $14.6K
|
44.6K
$1.17M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-586- 0.42% |
$14.7K - $16.4K
|
138K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-586- 0.42% |
$14.7K - $16.4K
|
138K
$3.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.9K- 12.97% |
$47.8K - $53.1K
|
12.8K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.98K- 2.34% |
$49.7K - $55.2K
|
82.6K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.33K- 7.71% |
$58.5K - $65K
|
27.9K
$733K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.36K- 4.12% |
$59.3K - $65.9K
|
55K
$1.44M
|