INDEXIQ ETF TR (HFXE)
Institutional ownership reported to the SEC as of Q2 2020, across 7 quarters.
8
Reporting holders
$5.4M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Summit Asset Management, LLC | $1.8M | 98,619 | 0.82% | 7q | +2.2%+$38.6K |
| MORGAN STANLEY | $1.8M | 96,228 | 0.00% | 11q | -4.5%-$82.4K |
| JANE STREET GROUP, LLC | $1.3M | 68,086 | 0.00% | 2q | -18.8%-$289.1K |
| LPL Financial LLC | $547.0K | 29,763 | 0.00% | 7q | -8.3%-$49.6K |
| ROYAL BANK OF CANADA | $24.0K | 1,321 | 0.00% | 2q | +1932.3%+$22.8K |
| UBS Group AG | $14.0K | 788 | 0.00% | 7q | -58.0%-$19.3K |
| BANK OF AMERICA CORP /DE/ | $11.0K | 607 | 0.00% | 7q | -81.1%-$47.3K |
| CITIGROUP INC | $6.0K | 350 | 0.00% | 7q | 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 |
|---|---|---|---|---|---|---|---|
| Q2 2020 | 8 | $5.4M | 295,762 | 0 | 2 | 5 | 0.0% |
| Q1 2020 | 9 | $5.2M | 329,967 | 3 | 2 | 2 | 0.0% |
| Q4 2019 | 6 | $7.0M | 334,153 | 0 | 4 | 2 | 0.0% |
| Q3 2019 | 7 | $6.3M | 320,681 | 0 | 2 | 3 | 0.0% |
| Q2 2019 | 7 | $6.2M | 315,848 | 0 | 2 | 5 | 0.0% |
| Q1 2019 | 8 | $5.7M | 301,650 | 0 | 2 | 4 | 0.0% |
| Q4 2018 | 9 | $7.0M | 408,921 | 0 | 1 | 0 | 0.0% |