HFXI β€” INDEXIQ ETF TR

Ownership history in OPPENHEIMER & CO INC  Β·  8 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported INDEXIQ ETF TR (HFXI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows HFXI at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HFXI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in INDEXIQ ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HFXI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held HFXI β€” position size vs. price
% of Fund (quarterly)    HFXI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 107,993 +2,929 +2.8% 0.04% $3.6M 2026-04-24 $35.56
2025 Q4 ADDED 105,064 +6,970 +7.1% 0.05% $3.4M 2026-02-02 $34.47
2025 Q3 ADDED 98,094 +7,725 +8.5% 0.04% $3.0M 2025-11-06 $31.00
2025 Q2 ADDED 90,369 +7,954 +9.7% 0.04% $2.7M 2025-07-31 $28.53
2025 Q1 ADDED 82,415 +5,634 +7.3% 0.03% $2.3M 2025-04-23 $26.04
2024 Q4 REDUCED 76,781 -1,568 -2.0% 0.03% $2.0M 2025-02-05 $26.11
2024 Q3 ADDED 78,349 +11,546 +17.3% 0.03% $2.2M 2024-11-05 $25.43
2024 Q2 INITIATED 66,803 β€” β€” 0.03% $1.8M 2024-08-08 $24.42

FAQ About OPPENHEIMER & CO INC and HFXI

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning HFXI?

OPPENHEIMER & CO INC reported HFXI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HFXI position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for HFXI was 0.05% in 2025 Q4.

What is the latest reported HFXI position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 107,993 shares, equal to 0.04% of portfolio, with an estimated market value of $3.6M.

What does the chart on this HFXI ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly HFXI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to OPPENHEIMER & CO INC Holdings