SEC 13F Intelligence

INDEXIQ ETF TR

CUSIP 45409B628

Indexiq Etf Tr has 18 institutional holders in Filings Flow’s 13F database, together reporting 345.0K shares worth $6M as of Q4 2022. The largest reported holders are New York Life Investment Management LLC, Corient Private Wealth LLC, and Susquehanna International Group, LLP.

Institutional Holders
18
Q4 2022
Reported Value
$6M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 29Q4 ’18Q1 ’19: 29Q1 ’19Q2 ’19: 28Q2 ’19Q3 ’19: 24Q3 ’19Q2 ’21: 28Q2 ’21Q4 ’21: 24Q4 ’21Q4 ’22: 18Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $18MQ4 ’18Q1 ’19: $18MQ1 ’19Q2 ’19: $14MQ2 ’19Q3 ’19: $11MQ3 ’19Q2 ’21: $44MQ2 ’21Q4 ’21: $44MQ4 ’21Q4 ’22: $6MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM1.25%$128M5.79MQ3 2024
FAMILY WEALTH PARTNERS, LLC$293M AUM0.12%$238,86310.8KQ3 2024
NTV ASSET MANAGEMENT LLC$910M AUM0.04%$283,64812.8KQ3 2024
BKM Wealth Management, LLC$274M AUM0.01%$21,0021.0KQ4 2023OLDER
Spire Wealth Management$3.3B AUM0.01%$167,3087.5KQ3 2024
Gen-Wealth Partners Inc$317M AUM0.01%$12,845600Q3 2024
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$238,86310.8KQ3 2024
Ridgewood Investments LLC$244M AUM0.01%$10,061454Q3 2024
GTS SECURITIES LLC$2.8B AUM0.00%$602,81827.2KQ3 2024
Corient Private Wealth LLC$69.9B AUM0.00%$651,03929.4KQ3 2024
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$31,8381.4KQ3 2024
Sunbelt Securities, Inc.$1.6B AUM0.00%$4,432200Q3 2024
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$9,733439Q3 2024
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$278,36012.6KQ3 2024
LPL Financial LLC$376.6B AUM0.00%$307,49513.9KQ3 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$632,02632.0KQ1 2024OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$392,04919.9KQ1 2024OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$337,98415.3KQ3 2024
CWM, LLC$38.1B AUM0.00%$15697Q3 2024
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$26,5191.3KQ1 2024OLDER
UBS Group AG$666.3B AUM0.00%$65,9493.0KQ3 2024
Glen Eagle Advisors, LLC$714M AUM0.00%$593Q3 2024

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.