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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
Brown Advisory
Maryland
$198M
5
CAM
Congress Asset Management
Massachusetts
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
226
New York Life Investment Management
New York
$2.35M -$167K -771 -7%
Osaic Holdings
227
Osaic Holdings
Arizona
$2.32M -$4.12M -18,963 -64%
ACM
228
Aquatic Capital Management
Illinois
$2.3M -$847K -3,900 -27%
YCM
229
Yousif Capital Management
Michigan
$2.29M -$238K -1,094 -9%
VanEck Associates
230
VanEck Associates
New York
$2.27M +$136K +627 +6%
GIA
231
Guyasuta Investment Advisors
Pennsylvania
$2.26M – – –
IB
232
Intrust Bank
Kansas
$2.26M -$109K -504 -5%
MOACM
233
Mutual of America Capital Management
New York
$2.21M -$99.9K -460 -4%
X
234
Xponance
Pennsylvania
$2.21M -$88.4K -407 -4%
DZ Bank
235
DZ Bank
Germany
$2.18M +$262K +1,206 +14%
Fidelity International
236
Fidelity International
Bermuda
$2.15M -$4.57M -21,057 -68%
CWM
237
CIBC World Markets
New York
$2.11M +$1.21M +5,563 +133%
Walleye Capital
238
Walleye Capital
New York
$2.09M +$1.78M +8,201 +577%
OAM
239
Oppenheimer Asset Management
New York
$2.08M -$1.96M -9,030 -49%
Verition Fund Management
240
Verition Fund Management
Connecticut
$2.04M -$2.97M -13,699 -59%
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$2.03M +$515K +2,371 +34%
BCI
242
Brinker Capital Investments
Pennsylvania
$2.03M -$765K -3,630 -27%
OPS
243
Orion Portfolio Solutions
Nebraska
$2.03M -$765K -3,630 -27%
ETC
244
Exchange Traded Concepts
Oklahoma
$2.03M +$246K +1,132 +14%
TIS
245
Tortoise Index Solutions
Kansas
$2.03M +$246K +1,132 +14%
CRC
246
Curi RMB Capital
Illinois
$1.97M +$217 +1 +0%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$1.91M +$1.91M +8,808 New
Janus Henderson Group
248
Janus Henderson Group
United Kingdom
$1.9M -$252K -1,159 -12%
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$1.89M +$410K +1,887 +28%
JIC
250
Johnson Investment Counsel
Ohio
$1.87M -$4.34K -20 -0.2%
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