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Get Institutions for : 
Index IQ ETF Trust (QAI)  
$30.72 0.15 (0.47%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    4
Total shares held : 
 16,634,236  
% of shares held : 
 70.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 1,482,320  
% of shares held change : 
   6.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $29.98  
Last Quarter's Ending Price : 
 $30.10  
Last Quarter's Average Price : 
 $30.32  
Change from last quarter's     
avg. price to the last closing  : 
0.40 (1.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 1,053,088
 6.33%
 
Increased Positions :
29
 834,107
 5.01%
 
Unchanged Positions :
23
 793,287
 4.77%
 
Decreased Positions :
41
-306,557
-1.84%
 
Closed Positions :
10
-98,318
-0.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 869 - 2023-12-31 5,445,601 $163,913,000 161,244
   ALASKA PERMANENT CAPITAL MANAGEMENT 11 - 2024-03-31 1,085,293 $33,501,000 195,531
   ROYAL BANK OF CANADA 905 - 2023-12-31 1,025,576 $30,870,000 24,795
   Brio Consultants LLC 8 - 2023-12-31 727,758 $21,906,000 12,584
   APCM Wealth Management for Individuals 9 - 2024-03-31 644,212 $19,900,000 53,123
   DUBUQUE BANK & TRUST CO 10 - 2023-09-30 582,889 $17,504,000 5,999
   AMERIPRISE FINANCIAL INC 1356 - 2023-12-31 556,154 $16,723,000 61,230
   QUANTITATIVE ADVANTAGE LLC 15 - 2023-03-31 501,438 $14,647,000 18,327
   Beacon Harbor Wealth Advisors Inc. 7 - 2023-12-31 299,562 $9,017,000 8,420
   Verdence Capital Advisors LLC 20 - 2024-03-31 278,992 $8,618,000 29,802
   Q3 Asset Management 13 - 2024-03-31 170,763 $5,274,000 46,801
   LFA - Lugano Financial Advisors SA - 2023-12-31 107,917 $3,248,000 23,859
   ABLE Financial Group LLC - 2023-12-31 97,741 $2,942,000 7,460
   WELLS FARGO & CO/MN 2248 - 2023-12-31 95,954 $2,888,000 17,814
   Baron Financial Group LLC - 2023-12-31 89,020 $2,680,000 735
   Cooper Financial Group 38 - 2024-03-31 85,271 $2,634,000 222
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1625 - 2024-03-31 65,123 $2,012,000 1,578
   HANCOCK HOLDING CO 211 - 2023-12-31 61,468 $1,850,000 45,990
   Twelve Points Wealth Management LLC 38 - 2024-03-31 53,743 $1,660,000 1,236
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2204 - 2023-12-31 50,720 $1,527,000 30,194
   Strategic Advocates LLC 49 - 2024-03-31 29,193 $902,000 11,087
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 241 - 2023-12-31 29,022 $874,000 29,022
   STIFEL FINANCIAL CORP 2502 - 2023-12-31 18,484 $556,000 8,135
   AE Wealth Management LLC 1483 - 2023-12-31 15,100 $454,000 5,782
   Change Path LLC 401 - 2023-12-31 14,170 $427,000 906
   SAGE FINANCIAL GROUP INC 77 - 2023-12-31 13,345 $402,000 3,750
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 652 - 2023-12-31 10,096 $302,000 4,441
   Richard W. Paul & Associates LLC - 2023-12-31 8,078 $243,000 5
   Goss Wealth Management LLC 1622 - 2023-12-31 8,059 $241,000 224
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2864 - 2024-03-31 7,648 $236,000 522
   ABSOLUTE INVESTMENT MANAGEMENT LLC 83 - 2023-12-31 4,846 $146,000 2,892
   HANSON MCCLAIN, INC. 932 - 2024-03-31 4,179 $129,000 164
   ODell Group LLC 138 - 2023-12-31 3,569 $107,000 3,569
   CENTRAL BANK & TRUST CO 207 - 2024-03-31 3,079 $95,000 533
   Register Financial Advisors LLC 360 - 2024-03-31 1,456 $45,000 1,456
   CWM LLC 3440 - 2024-03-31 261 $8,000 11
  36 Records found
  1    
  Page 1 of 1
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