Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / IQ ULTR SHT DU
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
346,175
-
Shares change
-
-206,623
-
Total reported value, excl. options
-
$16,531,454
-
Value change
-
-$9,864,702
-
Number of buys
-
5
-
Number of sells
-
-11
-
Price
-
$47.76
Significant Holders of INDEXIQ ACTIVE ETF TR - IQ ULTR SHT DU (ULTR) as of Q3 2023
18 filings reported holding ULTR - INDEXIQ ACTIVE ETF TR - IQ ULTR SHT DU as of Q3 2023.
INDEXIQ ACTIVE ETF TR - IQ ULTR SHT DU (ULTR) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 346,175 shares
.
Largest 10 shareholders include 1776 Wealth LLC (130,152 shares), JANE STREET GROUP, LLC (66,950 shares), Integrated Wealth Concepts LLC (25,546 shares), CITADEL ADVISORS LLC (15,618 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (14,093 shares), LPL Financial LLC (13,917 shares), Royal Bank of Canada (13,516 shares), BANK OF MONTREAL /CAN/ (12,000 shares), Capstone Triton Financial Group, LLC (11,786 shares), and Atlas Wealth LLC (11,025 shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.