INDEXIQ ETF TR (CPI)
Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.
4
Reporting holders
$933.7K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Legacy Financial Group LLC | $9.6M | 383 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $502.7K | 20,001 | 0.00% | 20q | -15.0%-$88.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $356.0K | 14,163 | 0.00% | 6q | -19.9%-$88.4K |
| MORGAN STANLEY | $72.5K | 2,883 | 0.00% | 24q | +7.7%+$5.2K |
| OSAIC HOLDINGS, INC. | $2.5K | 100 | 0.00% | 6q | HELD |
| Virtu Financial LLC | $2.4K | 96,688 | 0.24% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 4 | $933.7K | 37,147 | 0 | 1 | 2 | 0.0% |
| Q2 2023 | 4 | $1.1M | 43,978 | 0 | 1 | 1 | 0.0% |
| Q1 2023 | 7 | $1.2M | 46,251 | 2 | 0 | 4 | 0.0% |
| Q4 2022 | 6 | $2.2M | 88,552 | 0 | 3 | 2 | 0.0% |
| Q3 2022 | 6 | $1.9M | 78,351 | 0 | 4 | 2 | 0.0% |
| Q2 2022 | 10 | $3.8M | 148,035 | 4 | 3 | 2 | 0.0% |
| Q1 2022 | 8 | $13.4M | 483,931 | 2 | 1 | 3 | 0.0% |
| Q4 2021 | 7 | $43.2M | 1,569,908 | 1 | 1 | 2 | 0.0% |
| Q3 2021 | 7 | $48.6M | 1,767,879 | 0 | 3 | 1 | 0.0% |
| Q2 2021 | 9 | $48.9M | 1,784,772 | 1 | 4 | 1 | 0.0% |
| Q1 2021 | 8 | $47.3M | 1,742,432 | 0 | 2 | 3 | 0.0% |
| Q4 2020 | 10 | $47.6M | 1,741,927 | 1 | 4 | 2 | 0.0% |
| Q3 2020 | 9 | $47.4M | 1,740,866 | 1 | 5 | 0 | 0.0% |
| Q2 2020 | 9 | $46.2M | 1,701,330 | 0 | 2 | 4 | 0.0% |
| Q1 2020 | 11 | $44.5M | 1,688,130 | 0 | 2 | 7 | 0.0% |
| Q4 2019 | 13 | $48.4M | 1,735,075 | 1 | 3 | 4 | 0.0% |
| Q3 2019 | 12 | $48.6M | 1,739,360 | 2 | 5 | 2 | 0.0% |
| Q2 2019 | 11 | $48.3M | 1,734,973 | 2 | 3 | 2 | 0.0% |
| Q1 2019 | 12 | $46.8M | 1,700,204 | 1 | 2 | 4 | 0.0% |
| Q4 2018 | 13 | $46.8M | 1,760,506 | 1 | 1 | 0 | 0.0% |