INDEXIQ ETF TR's ticker is HFXI and the CUSIP is 45409B560. A total of 58 filers reported holding INDEXIQ ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,454,184 | +7.2% | 91,917 | +7.7% | 0.03% | 0.0% |
| Q1 2024 | $2,290,316 | +15.1% | 85,364 | +6.7% | 0.03% | +4.0% |
| Q4 2023 | $1,990,428 | +17.3% | 80,033 | +9.1% | 0.02% | +4.2% |
| Q3 2023 | $1,696,741 | +26.8% | 73,325 | +31.3% | 0.02% | +26.3% |
| Q2 2023 | $1,337,807 | +60.2% | 55,835 | +54.3% | 0.02% | +46.2% |
| Q1 2023 | $834,880 | +7.7% | 36,189 | -0.3% | 0.01% | 0.0% |
| Q4 2022 | $774,877 | +11.0% | 36,294 | +0.2% | 0.01% | -7.1% |
| Q3 2022 | $698,000 | -7.7% | 36,209 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $756,000 | -11.8% | 36,188 | -0.3% | 0.01% | 0.0% |
| Q1 2022 | $857,000 | +8.3% | 36,295 | +14.9% | 0.01% | +16.7% |
| Q4 2021 | $791,000 | +17.2% | 31,594 | +14.3% | 0.01% | 0.0% |
| Q3 2021 | $675,000 | +8.0% | 27,642 | +9.5% | 0.01% | +9.1% |
| Q2 2021 | $625,000 | +6.3% | 25,234 | +2.5% | 0.01% | -8.3% |
| Q1 2021 | $588,000 | +30.7% | 24,610 | +24.1% | 0.01% | +20.0% |
| Q4 2020 | $450,000 | +47.5% | 19,830 | +29.2% | 0.01% | +25.0% |
| Q3 2020 | $305,000 | -5.3% | 15,350 | -7.8% | 0.01% | -11.1% |
| Q2 2020 | $322,000 | +15.0% | 16,650 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $280,000 | -20.9% | 16,650 | +2.1% | 0.01% | 0.0% |
| Q4 2019 | $354,000 | – | 16,300 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 409,372 | $9,472,861 | 6.65% |
| WESPAC Advisors SoCal, LLC | 544,045 | $12,589,201 | 4.25% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4,848,201 | $112,187,372 | 1.21% |
| Revisor Wealth Management LLC | 46,332 | $1,072,122 | 0.91% |
| WESCAP Management Group, Inc. | 85,678 | $1,982,589 | 0.71% |
| Gladstone Institutional Advisory LLC | 260,263 | $6,022,486 | 0.39% |
| Cornerstone Wealth Management, LLC | 156,458 | $3,620,511 | 0.34% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 59,777 | $1,383 | 0.14% |
| Kovack Advisors, Inc. | 34,411 | $796,282 | 0.11% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 26,057 | $602,959 | 0.10% |