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IDEX
IEX

Overview Fund Activity

540 hedge funds and large institutions have $16.5B invested in IDEX in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
9.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
192
Reduced
195
Closed
33
Calls
$10.4M
Puts
$5.35M
Net Calls
+$5.06M
Net Calls Change
+$8.37M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$222M
2
Macquarie Group
2
Macquarie Group
Australia
$153M
3
Brown Advisory
3
Brown Advisory
Maryland
$524M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$326M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$653M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Victory Capital Management
2
Victory Capital Management
Texas
$66.3M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$10.5M
4
BlackRock
4
BlackRock
New York
$1.27B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.09M +$4.84K +22 +0.2%
AI
227
Atria Investments
North Carolina
$2.09M -$45.8K -208 -2%
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$2.02M -$26K -118 -1%
BBVA
229
Banco Bilbao Vizcaya Argentaria
Spain
$1.97M +$1.59M +7,243 +430%
AI
230
AdvisorShares Investments
Maryland
$1.95M +$1.95M +8,839 New
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$1.92M +$661K +3,005 +53%
TC
232
TownSquare Capital
Utah
$1.91M +$493K +2,249 +35%
CI
233
CX Institutional
Indiana
$1.91M -$148K -672 -7%
CGH
234
Crossmark Global Holdings
Texas
$1.88M -$422K -1,920 -18%
ONB
235
Old National Bancorp
Indiana
$1.83M +$43.6K +198 +2%
DTL
236
Dynamic Technology Lab
Singapore
$1.8M +$1.8M +8,181 New
FL
237
Fort LP
Maryland
$1.8M -$180K -818 -9%
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$1.78M -$46.2K -210 -3%
HIMCH
239
Hartford Investment Management Co (HIMCO)
Connecticut
$1.77M -$67.8K -308 -4%
JIC
240
Johnson Investment Counsel
Ohio
$1.75M -$4.4K -20 -0.3%
Osaic Holdings
241
Osaic Holdings
Arizona
$1.75M +$201K +911 +13%
JPMPWA
242
J.P. Morgan Private Wealth Advisors
California
$1.74M -$53.7K -244 -3%
MA
243
Montag & Associates
Georgia
$1.72M -$24.4K -111 -1%
BG
244
Bahl & Gaynor
Ohio
$1.62M -$7.7K -35 -0.5%
SCP
245
Sandhill Capital Partners
New York
$1.58M – – –
BA
246
Bard Associates
Illinois
$1.57M -$22K -100 -1%
First Manhattan
247
First Manhattan
New York
$1.55M -$60.9K -277 -4%
CG
248
Colony Group
Massachusetts
$1.55M +$72.2K +328 +5%
MFM
249
MD Financial Management
Ontario, Canada
$1.53M +$1.53M +6,972 New
CB
250
Commerce Bank
Missouri
$1.51M +$46.2K +210 +3%
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