INDEXIQ ETF TR (QED)
Institutional ownership reported to the SEC as of Q4 2022, across 17 quarters.
10
Reporting holders
$2.8M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $683.8K | 33,839 | 0.00% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $674.1K | 33,361 | 0.00% | 3q | +8.8%+$54.7K |
| CITADEL ADVISORS LLC | $633.3K | 31,341 | 0.00% | 4q | +150.5%+$380.5K |
| B. Riley Wealth Advisors, Inc. | $314.9K | 15,118 | 0.01% | 2q | HELD |
| Eqis Capital Management, Inc. | $304.4K | 15,065 | 0.03% | 8q | +7.0%+$19.8K |
| Allworth Financial LP | $126.3K | 6,248 | 0.00% | 5q | +18.1%+$19.3K |
| Financial Gravity Asset Management, Inc. | $16.6K | 20 | 0.09% | new | NEW |
| WELLS FARGO & COMPANY/MN | $10.1K | 501 | 0.00% | 8q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $9.3K | 461 | 0.00% | 5q | HELD |
| Geneos Wealth Management Inc. | $5.1K | 250 | 0.00% | 8q | HELD |
| UBS Group AG | $2.4K | 117 | 0.00% | 7q | -87.2%-$16.0K |
| CWM, LLC | $24 | 1,200 | 0.00% | 15q | HELD |
| JPMORGAN CHASE & CO | $1 | 48 | 0.00% | 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 |
|---|---|---|---|---|---|---|---|
| Q4 2022 | 10 | $2.8M | 136,301 | 0 | 4 | 1 | 0.0% |
| Q3 2022 | 11 | $2.3M | 114,820 | 1 | 3 | 3 | 0.0% |
| Q2 2022 | 14 | $4.3M | 208,314 | 3 | 1 | 7 | 0.0% |
| Q1 2022 | 14 | $5.0M | 226,743 | 1 | 7 | 3 | 0.0% |
| Q4 2021 | 15 | $13.5M | 580,043 | 3 | 6 | 1 | 0.0% |
| Q3 2021 | 12 | $4.3M | 179,586 | 3 | 4 | 2 | 0.0% |
| Q2 2021 | 14 | $6.5M | 273,798 | 6 | 5 | 1 | 0.0% |
| Q1 2021 | 10 | $4.2M | 178,255 | 5 | 2 | 1 | 0.0% |
| Q4 2020 | 10 | $3.7M | 155,711 | 1 | 3 | 4 | 0.0% |
| Q3 2020 | 10 | $15.5M | 444,745 | 2 | 2 | 3 | 0.0% |
| Q2 2020 | 10 | $9.4M | 419,100 | 1 | 3 | 4 | 0.0% |
| Q1 2020 | 11 | $10.4M | 509,084 | 2 | 5 | 2 | 0.0% |
| Q4 2019 | 10 | $8.1M | 361,777 | 2 | 2 | 3 | 0.0% |
| Q3 2019 | 7 | $5.7M | 253,024 | 1 | 2 | 1 | 0.0% |
| Q2 2019 | 8 | $6.0M | 266,464 | 0 | 1 | 4 | 0.0% |
| Q1 2019 | 9 | $6.0M | 272,801 | 4 | 3 | 1 | 0.0% |
| Q4 2018 | 5 | $2.2M | 113,402 | 0 | 0 | 1 | 0.0% |