INDEXIQ ETF TR (QMN)
Institutional ownership reported to the SEC as of Q4 2022, across 17 quarters.
10
Reporting holders
$3.6M
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 |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $1.0M | 42,715 | 0.00% | 5q | +1.1%+$11.5K |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | $872.8K | 35,785 | 0.03% | 17q | HELD |
| MORGAN STANLEY | $543.3K | 22,277 | 0.00% | 21q | -30.6%-$239.8K |
| ENVESTNET ASSET MANAGEMENT INC | $415.5K | 17,034 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $394.2K | 16,162 | 0.00% | 3q | +16.8%+$56.7K |
| Royal Bank of Canada | $210.0K | 8,630 | 0.00% | 17q | -16.6%-$41.8K |
| Belpointe Asset Management LLC | $51.2K | 2,098 | 0.00% | new | NEW |
| UBS Group AG | $17.5K | 716 | 0.00% | 5q | -42.5%-$12.9K |
| HARBOUR INVESTMENTS, INC. | $11.2K | 460 | 0.00% | 7q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $7.0K | 295 | 0.00% | 7q | +110.7%+$3.7K |
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 | $3.6M | 146,172 | 2 | 3 | 3 | 0.0% |
| Q3 2022 | 9 | $3.7M | 148,305 | 0 | 4 | 1 | 0.0% |
| Q2 2022 | 9 | $3.2M | 128,922 | 1 | 1 | 4 | 0.0% |
| Q1 2022 | 11 | $12.3M | 468,973 | 2 | 3 | 3 | 0.0% |
| Q4 2021 | 10 | $11.7M | 432,934 | 2 | 3 | 1 | 0.0% |
| Q3 2021 | 8 | $11.2M | 413,139 | 0 | 4 | 1 | 0.0% |
| Q2 2021 | 12 | $12.2M | 446,322 | 4 | 4 | 2 | 0.0% |
| Q1 2021 | 8 | $11.7M | 431,931 | 1 | 2 | 2 | 0.0% |
| Q4 2020 | 8 | $11.5M | 421,433 | 0 | 4 | 3 | 0.0% |
| Q3 2020 | 10 | $13.7M | 511,478 | 2 | 2 | 5 | 0.0% |
| Q2 2020 | 8 | $12.1M | 459,251 | 1 | 3 | 3 | 0.0% |
| Q1 2020 | 7 | $9.4M | 377,175 | 0 | 1 | 3 | 0.0% |
| Q4 2019 | 8 | $12.0M | 450,144 | 0 | 3 | 1 | 0.0% |
| Q3 2019 | 9 | $12.2M | 459,794 | 2 | 3 | 1 | 0.0% |
| Q2 2019 | 9 | $13.1M | 497,539 | 0 | 5 | 1 | 0.0% |
| Q1 2019 | 9 | $12.5M | 479,296 | 2 | 4 | 2 | 0.0% |
| Q4 2018 | 8 | $11.1M | 442,572 | 0 | 0 | 2 | 0.0% |