INDEXIQ ETF TR (AGGE)
Institutional ownership reported to the SEC as of Q4 2019, across 5 quarters.
9
Reporting holders
$4.3M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Omega Financial Group, LLC | $1.1M | 57,709 | 0.74% | 5q | +0.7%+$7.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $989.0K | 50,830 | 0.00% | 5q | -13.4%-$153.5K |
| JANE STREET GROUP, LLC | $739.0K | 37,976 | 0.00% | 5q | -47.8%-$677.1K |
| BANK OF AMERICA CORP /DE/ | $608.0K | 31,213 | 0.00% | 5q | -81.4%-$2.7M |
| CITADEL ADVISORS LLC | $504.0K | 25,861 | 0.00% | 2q | -41.3%-$354.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $219.0K | 11,240 | 0.00% | new | NEW |
| UBS Group AG | $54.0K | 2,795 | 0.00% | 4q | +34.2%+$13.8K |
| American Portfolios Advisors | $11.5K | 593 | 0.00% | 9q | -31.7%-$5.4K |
| MORGAN STANLEY | $2.0K | 120 | 0.00% | 9q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2019 | 9 | $4.3M | 218,337 | 1 | 2 | 5 | 0.0% |
| Q3 2019 | 11 | $61.4M | 3,171,049 | 1 | 3 | 5 | 0.0% |
| Q2 2019 | 10 | $90.5M | 4,717,701 | 1 | 3 | 6 | 0.0% |
| Q1 2019 | 13 | $86.7M | 4,602,245 | 2 | 4 | 5 | 0.0% |
| Q4 2018 | 15 | $61.8M | 3,323,459 | 1 | 0 | 2 | 0.0% |