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Indexiq ETF TR

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
DECREASED
Shares5,792,113 from 6,621,762
Change-829,649 (-13%)
Value$128.2M (+$1.9M)
Filed 2024-11-07
Corient Private Wealth LP
INCREASED
Shares29,379 from 25,540
Change+3,839 (+15%)
Value$651.0K (+$163.7K)
Filed 2024-11-12
Morgan Stanley
DECREASED
Shares28,416 from 28,445
Change-29 (0%)
Value$629.7K (+$87.0K)
Filed 2025-05-14
GTS Securities LLC
DECREASED
Shares27,203 from 33,737
Change-6,534 (-19%)
Value$602.8K (-$40.9K)
Filed 2024-11-13
Jane Street Group, LLC
INCREASED
Shares15,252 from 11,657
Change+3,595 (+31%)
Value$338.0K (+$115.6K)
Filed 2024-11-15
LPL Financial LLC
DECREASED
Shares13,876 from 14,444
Change-568 (-4%)
Value$307.5K (+$31.9K)
Filed 2024-11-08
NTV Asset Management LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$283.6K (+$39.4K)
Filed 2024-10-31
Raymond James & Associates
DECREASED
Shares12,561 from 12,569
Change-8 (0%)
Value$278.4K (+$38.5K)
Filed 2024-10-18
Focus Partners Advisor Solutions, LLC
NEW
Shares10,779
Change+10,779
Value$238.9K
Filed 2024-11-14
Family Wealth Partners, LLC
NEW
Shares10,779
Change+10,779
Value$238.9K
Filed 2024-10-10
Spire Wealth Management
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$167.3K (+$23.3K)
Filed 2024-10-15
UBS Group AG
INCREASED
Shares2,976 from 1,935
Change+1,041 (+54%)
Value$65.9K (+$29.0K)
Filed 2024-11-14
Harbour Investments, Inc.
DECREASED
Shares1,437 from 1,450
Change-13 (-1%)
Value$31.8K (+$4.2K)
Filed 2024-11-04
CWM, LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$15 (+$2)
Filed 2024-10-08
Gen-Wealth Partners Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$12.8K (+$1.4K)
Filed 2024-11-13
Ridgewood Investments LLC
DECREASED
Shares454 from 1,088
Change-634 (-58%)
Value$10.1K (-$10.7K)
Filed 2024-10-04
Principal Securities, Inc.
DECREASED
Shares439 from 639
Change-200 (-31%)
Value$9.7K (-$2.5K)
Filed 2024-10-28
Royal Bank of Canada
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$8.0K (+$1.0K)
Filed 2024-11-14
Sunbelt Securities, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.4K (+$616)
Filed 2024-11-18
Avion Wealth
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$0 ($0)
Filed 2024-10-18
Glen Eagle Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$59 (+$8)
Filed 2024-11-15
Wells Fargo & Company
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$13 (+$2)
Filed 2024-11-13
Bank of America Corp
CLOSED
Shares0 from 15,971
Change-15,971 (-100%)
Value$0 (-$304.7K)
Filed 2025-03-18
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
New York Life Investment Management LLC
DECREASED5,792,1136,621,762-829,649-13%$126.3M$128.2M+$1.9M2024-11-07
Corient Private Wealth LP
INCREASED29,37925,540+3,839+15%$487.3K$651.0K+$163.7K2024-11-12
Morgan Stanley
DECREASED28,41628,445-290%$542.7K$629.7K+$87.0K2025-05-14
GTS Securities LLC
DECREASED27,20333,737-6,534-19%$643.7K$602.8K-$40.9K2024-11-13
Jane Street Group, LLC
INCREASED15,25211,657+3,595+31%$222.4K$338.0K+$115.6K2024-11-15
LPL Financial LLC
DECREASED13,87614,444-568-4%$275.6K$307.5K+$31.9K2024-11-08
NTV Asset Management LLC
UNCHANGED12,80012,80000%$244.2K$283.6K+$39.4K2024-10-31
Raymond James & Associates
DECREASED12,56112,569-80%$239.8K$278.4K+$38.5K2024-10-18
Focus Partners Advisor Solutions, LLC
NEW10,779—+10,779——$238.9K—2024-11-14
Family Wealth Partners, LLC
NEW10,779—+10,779——$238.9K—2024-10-10
Spire Wealth Management
UNCHANGED7,5507,55000%$144.1K$167.3K+$23.3K2024-10-15
UBS Group AG
INCREASED2,9761,935+1,041+54%$36.9K$65.9K+$29.0K2024-11-14
Harbour Investments, Inc.
DECREASED1,4371,450-13-1%$27.7K$31.8K+$4.2K2024-11-04
CWM, LLC
UNCHANGED69769700%$13$15+$22024-10-08
Gen-Wealth Partners Inc
UNCHANGED60060000%$11.4K$12.8K+$1.4K2024-11-13
Ridgewood Investments LLC
DECREASED4541,088-634-58%$20.8K$10.1K-$10.7K2024-10-04
Principal Securities, Inc.
DECREASED439639-200-31%$12.2K$9.7K-$2.5K2024-10-28
Royal Bank of Canada
UNCHANGED34234200%$7.0K$8.0K+$1.0K2024-11-14
Sunbelt Securities, Inc.
UNCHANGED20020000%$3.8K$4.4K+$6162024-11-18
Avion Wealth
UNCHANGED252500%$0$0$02024-10-18
Glen Eagle Advisors, LLC
UNCHANGED3300%$51$59+$82024-11-15
Wells Fargo & Company
UNCHANGED1100%$11$13+$22024-11-13
Bank of America Corp
CLOSED015,971-15,971-100%$304.7K$0-$304.7K2025-03-18
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 24 of 24 institutions