Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
781K+ 45.25% |
$17.2M - $19.5M
|
2.51M
$65.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
171K+ 41.82% |
$3.78M - $4.27M
|
581K
$15.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
163KNew |
$3.6M - $4.06M
|
163K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
153K+ 22.91% |
$3.38M - $3.82M
|
822K
$21.6M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
143KNew |
$3.15M - $3.55M
|
143K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
132K+ 15.22% |
$2.92M - $3.3M
|
1M
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
119KNew |
$2.63M - $2.97M
|
119K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112K+ 75.79% |
$2.48M - $2.8M
|
261K
$6.84M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101KNew |
$2.22M - $2.51M
|
101K
$2.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
84.5KNew |
$1.86M - $2.11M
|
84.5K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.1K+ 10.94% |
$1.68M - $1.9M
|
772K
$20.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.2K+ 13.16% |
$1.64M - $1.85M
|
638K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
71.5KNew |
$1.58M - $1.78M
|
71.5K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
27.4KNew |
$605K - $684K
|
27.4K
$720K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.9K+ 72.36% |
$549K - $621K
|
59.3K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.3K+ 10.4% |
$515K - $581K
|
248K
$6.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.6KNew |
$432K - $488K
|
19.6K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19K+ 22.23% |
$419K - $473K
|
104K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18.6KNew |
$410K - $463K
|
18.6K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
11.4KNew |
$252K - $284K
|
11.4K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10.1KNew |
$223K - $252K
|
10.1K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.88K+ 14.63% |
$218K - $246K
|
77.4K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.93K+ 893400.0% |
$197K - $223K
|
8.94K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
8.77K+ 307.87% |
$193K - $218K
|
11.6K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.71K+ 9.15% |
$148K - $167K
|
80K
$2.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.94K+ 0.24% |
$131K - $148K
|
2.51M
$65.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.9K+ 25.93% |
$85.9K - $97.1K
|
18.9K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.16K+ 8.37% |
$47.5K - $53.7K
|
27.9K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
852+ 21.54% |
$18.8K - $21.2K
|
4.81K
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
615New |
$13.6K - $15.3K
|
615
$16.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
327+ 9.35% |
$7.21K - $8.15K
|
3.83K
$100K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
325New |
$7.17K - $8.1K
|
325
$8.52K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-240- 0.4% |
$5.29K - $5.98K
|
59.5K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-437- 0.17% |
$9.64K - $10.9K
|
260K
$6.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-540- 2.07% |
$11.9K - $13.5K
|
25.5K
$669K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-552- 0.64% |
$12.2K - $13.8K
|
85.1K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-732- 7.39% |
$16.1K - $18.2K
|
9.18K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.33K- 1.49% |
$51.4K - $58.1K
|
154K
$4.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.8K- 2.4% |
$61.8K - $69.9K
|
114K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.25K- 15.06% |
$116K - $131K
|
29.6K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12K- 17.13% |
$264K - $298K
|
57.8K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.9K- 30.3% |
$372K - $421K
|
38.8K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-27.2K- 5.0% |
$600K - $678K
|
517K
$13.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-36.9K- 79.64% |
$814K - $919K
|
9.43K
$247K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.3K- 15.21% |
$1.33M - $1.5M
|
336K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-180K- 36.2% |
$3.98M - $4.5M
|
318K
$8.34M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-211K- 4.35% |
$4.65M - $5.25M
|
4.64M
$122M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-220K- 13.05% |
$4.86M - $5.49M
|
1.47M
$38.5M
|