0001999371-24-007291.txt : 20240610 0001999371-24-007291.hdr.sgml : 20240610 20240610090027 ACCESSION NUMBER: 0001999371-24-007291 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240610 DATE AS OF CHANGE: 20240610 EFFECTIVENESS DATE: 20240610 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IndexIQ ETF Trust CENTRAL INDEX KEY: 0001415995 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-152915 FILM NUMBER: 241031568 BUSINESS ADDRESS: STREET 1: 51 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10010 BUSINESS PHONE: (212) 576-5018 MAIL ADDRESS: STREET 1: 51 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10010 FORMER COMPANY: FORMER CONFORMED NAME: IQSHARES Trust DATE OF NAME CHANGE: 20080808 FORMER COMPANY: FORMER CONFORMED NAME: IQSHARES Trust 1 DATE OF NAME CHANGE: 20071024 0001415995 S000023661 IQ Hedge Multi-Strategy Tracker ETF C000069675 IQ Hedge Multi-Strategy Tracker ETF QAI 0001415995 S000025931 IQ Merger Arbitrage ETF C000077928 IQ Merger Arbitrage ETF MNA 0001415995 S000032652 IQ CBRE NextGen Real Estate ETF C000100709 IQ CBRE NextGen Real Estate ETF ROOF 0001415995 S000050195 IQ FTSE International Equity Currency Neutral ETF C000158453 IQ FTSE International Equity Currency Neutral ETF HFXI 0001415995 S000054231 IQ Candriam International Equity ETF C000170331 IQ Candriam International Equity ETF IQSI 0001415995 S000054232 IQ Candriam U.S. Large Cap Equity ETF C000170332 IQ Candriam U.S. Large Cap Equity ETF IQSU 0001415995 S000062011 IQ 500 International ETF C000200859 IQ 500 International ETF IQIN 0001415995 S000070449 IQ Healthy Hearts ETF C000223944 IQ Healthy Hearts ETF HART 0001415995 S000071178 IQ Engender Equality ETF C000225947 IQ Engender Equality ETF EQUL 0001415995 S000073838 IQ Clean Oceans ETF C000231048 IQ Clean Oceans ETF OCEN 0001415995 S000073839 IQ Cleaner Transport ETF C000231049 IQ Cleaner Transport ETF CLNR 0001415995 S000074744 IQ Global Equity R&D Leaders ETF C000232897 IQ Global Equity R&D Leaders ETF WRND 0001415995 S000074745 IQ U.S. Large Cap R&D Leaders ETF C000232898 IQ U.S. Large Cap R&D Leaders ETF LRND 0001415995 S000077598 IQ Candriam U.S. Mid Cap Equity ETF C000238086 IQ Candriam U.S. Mid Cap Equity ETF IQSM 497 1 indexiq_497-61024.htm SUPPLEMENT

 

INDEXIQ ETF TRUST

INDEXIQ ACTIVE ETF TRUST

(the “Trusts,” and each series of the Trusts, a “Fund” and collectively, the “Funds”)

Supplement dated June 10, 2024, to each Fund’s Summary Prospectus, Prospectus and

Statement of Additional Information (“SAI”), as supplemented

 

Capitalized terms and certain other terms used in this Supplement, unless otherwise defined in this Supplement, have the meanings assigned to them in the Summary Prospectus, Prospectus and SAI.

The Board of Trustees of the Trusts approved the following changes that will take effect on or about August 28, 2024.

 

1.The name of the IndexIQ ETF Trust will change to New York Life Investments ETF Trust.
2.The name of the IndexIQ Active ETF Trust will change to New York Life Investments Active ETF Trust.
 3.The names of all of the Funds in each Trust will change as follows:
Current Fund Name New Fund Name
IQ Hedge Multi-Strategy Tracker ETF NYLI Hedge Multi-Strategy Tracker ETF
IQ Merger Arbitrage ETF NYLI Merger Arbitrage ETF
IQ 500 International ETF NYLI 500 International ETF
IQ Candriam International Equity ETF NYLI Candriam International Equity ETF
IQ Candriam U.S. Mid Cap Equity ETF NYLI Candriam U.S. Mid Cap Equity ETF
IQ Candriam U.S. Large Cap Equity ETF NYLI Candriam U.S. Large Cap Equity ETF
IQ CBRE NextGen Real Estate ETF NYLI CBRE NextGen Real Estate ETF
IQ FTSE International Equity Currency Neutral ETF NYLI FTSE International Equity Currency Neutral ETF
IQ U.S. Large Cap R&D Leaders ETF NYLI U.S. Large Cap R&D Leaders ETF
IQ Global Equity R&D Leaders ETF NYLI Global Equity R&D Leaders ETF
IQ Clean Oceans ETF NYLI Clean Oceans ETF
IQ Cleaner Transport ETF NYLI Cleaner Transport ETF
IQ Engender Equality ETF NYLI Engender Equality ETF
IQ Healthy Hearts ETF NYLI Healthy Hearts ETF
IQ MacKay ESG Core Plus Bond ETF NYLI MacKay ESG Core Plus Bond ETF
IQ MacKay ESG High Income ETF NYLI MacKay ESG High Income ETF
IQ MacKay Municipal Insured ETF NYLI MacKay Muni Insured ETF
IQ MacKay Municipal Intermediate ETF NYLI MacKay Muni Intermediate ETF
IQ MacKay California Municipal Intermediate ETF NYLI MacKay California Muni Intermediate ETF
IQ MacKay Securitized Income ETF NYLI MacKay Securitized Income ETF
IQ CBRE Real Assets ETF NYLI CBRE Real Assets ETF
IQ Winslow Large Cap Growth ETF NYLI Winslow Large Cap Growth ETF
IQ Winslow Focused Large Cap Growth ETF NYLI Winslow Focused Large Cap Growth ETF

 

 
 

 

4.The investment management services provided by IndexIQ Advisors LLC (“IndexIQ Advisors”), an indirect, wholly owned subsidiary of New York Life Insurance Company (“NYL”), will be transferred to New York Life Investment Management LLC (“NYLIM”), which is also an indirect, wholly owned subsidiary of NYL. NYLIM will assume the duties and obligations of IndexIQ Advisors under the investment advisory agreement and the personnel at IndexIQ Advisors, who currently provide investment services to the Funds, will continue to provide the same investment management services to the Funds through NYLIM. In connection with this transfer, NYLIM will replace IndexIQ Advisors as the investment advisor to the Funds and as a party to the investment advisory agreement with the Funds. This transfer will not result in a change in actual control or management of the Funds’ investment advisor and the transfer does not constitute an “assignment” of the investment advisory agreement for purposes of the Investment Company Act of 1940. Additionally, NYLIM will also replace IndexIQ LLC as the index provider for all indexes currently developed and maintained by IndexIQ LLC and the index names will change as follows:

 

Current Index Name New Index Name
IQ Hedge Multi-Strategy Index NYLI Hedge Multi-Strategy Index
IQ Merger Arbitrage Index NYLI Merger Arbitrage Index
IQ 500 International Index NYLI 500 International Index
IQ Candriam International Equity Index NYLI Candriam International Equity Index
IQ Candriam U.S. Mid Cap Equity Index NYLI Candriam U.S. Mid Cap Equity Index
IQ Candriam U.S. Large Cap Equity Index NYLI Candriam U.S. Large Cap Equity Index
IQ CBRE NextGen Real Estate Index NYLI CBRE NextGen Real Estate Index
IQ U.S. Large Cap R&D Leaders Index NYLI U.S. Large Cap R&D Leaders Index
IQ Global Equity R&D Leaders Index NYLI Global Equity R&D Leaders Index
IQ Candriam Clean Oceans Index NYLI Candriam Clean Oceans Index
IQ Candriam Cleaner Transport Index NYLI Candriam Cleaner Transport Index
IQ Candriam Healthy Hearts Index NYLI Candriam Healthy Hearts Index

If you have any questions, please call (888) 474-7725 or visit newyorklifeinvestments.com/etf.

 

Investors Should Retain This Supplement For Future Reference

 

 

 

 

 

 

ME16r-06/24