SEC 13F Intelligence

CPIUSDINDEXIQ ETF TR

CUSIP 45409B602 · Yahoo Finance ↗ · Google Finance ↗

Indexiq Etf Tr (CPIUSD) has 7 institutional holders in Filings Flow’s 13F database, together reporting 67.1K shares worth $2M as of Q4 2022. The largest reported holders are Legacy Financial Group LLC, Envestnet Asset Management Inc, and Susquehanna International Group, LLP.

Institutional Holders
7
Q4 2022
Reported Value
$2M
Ticker
CPIUSD
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 12Q4 ’18Q1 ’19: 11Q1 ’19Q2 ’19: 9Q2 ’19Q3 ’19: 9Q3 ’19Q2 ’21: 7Q2 ’21Q4 ’21: 5Q4 ’21Q4 ’22: 7Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $47MQ4 ’18Q1 ’19: $47MQ1 ’19Q2 ’19: $47MQ2 ’19Q3 ’19: $48MQ3 ’19Q2 ’21: $49MQ2 ’21Q4 ’21: $43MQ4 ’21Q4 ’22: $2MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$126,5275.1KQ4 2022OLDER
Legacy Financial Group LLC$795M AUM0.00%$10M383Q3 2023
WealthPlan Investment Management, LLC$1.8B AUM0.00%$9,718382Q1 2023OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$666,64727.1KQ4 2022OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$355,97414.2KQ3 2023
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,513100Q3 2023
UBS Group AG$666.3B AUM0.00%$4,806189Q1 2023OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$251Q1 2023OLDER

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