Indexiq ETF TRETF

13F holders, Q2 2024 (June 30)
2holders −1
0new positions
1sold out
$23.30avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding Indexiq ETF TR in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($4.4M) and Bank of Montreal ($7K).

Company
Indexiq ETF TR
CUSIP
45409B297
Latest filing quarter
Q1 2025

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits1$388K

All 13F filers, Q1 2024 → Q2 2024: 16,729 shares sold, net −16,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

New York Life Investment Management LLC 0.04% No change 190,000 $4.4M
Bank of Montreal 0.00% Reduce -13.8% 276 $7K

"% of holder's portfolio" is INDEXIQ ETF TR's weight in each manager's 13F, not the share of Indexiq ETF TR the manager owns.