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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 %
MML Investors Services
251
MML Investors Services
Massachusetts
$1.51M +$29.9K +136 +2%
AS
252
Altshuler Shaham
Israel
$1.48M – – –
AA
253
ALPS Advisors
Colorado
$1.46M -$64.9K -295 -4%
EAM
254
Eagle Asset Management
Florida
$1.46M -$35K -159 -2%
LPL Financial
255
LPL Financial
California
$1.44M +$625K +2,842 +77%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$1.44M +$15.4K +70 +1%
HighTower Advisors
257
HighTower Advisors
Illinois
$1.43M -$7.68K -35 -0.5%
Lazard Asset Management
258
Lazard Asset Management
New York
$1.42M -$931K -4,233 -40%
AAM
259
Azzad Asset Management
Virginia
$1.42M -$220 -1 -0%
SAM
260
Securian Asset Management
Minnesota
$1.41M -$22K -100 -2%
WBC
261
Westpac Banking Corp
Australia
$1.39M – – –
NB
262
Norinchukin Bank
Japan
$1.38M -$5.94K -27 -0.4%
IG
263
ING Group
Netherlands
$1.37M +$266K +1,211 +24%
SC
264
Sepio Capital
Utah
$1.36M -$660 -3 -0%
Wealthfront Advisers
265
Wealthfront Advisers
California
$1.34M +$38.3K +174 +3%
VanEck Associates
266
VanEck Associates
New York
$1.33M +$144K +654 +12%
OQS
267
Occudo Quantitative Strategies
Florida
$1.31M +$114K +517 +10%
PP
268
Paloma Partners
Connecticut
$1.29M +$1.29M +5,876 New
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$1.26M – – –
BU
270
BBVA USA
Alabama
$1.25M +$1.25M +5,693 New
Bank Julius Baer & Co
271
Bank Julius Baer & Co
Switzerland
$1.24M +$155K +703 +14%
TI
272
Tidal Investments
Wisconsin
$1.22M +$297K +1,351 +32%
BCI
273
Brinker Capital Investments
Pennsylvania
$1.19M +$218K +992 +22%
PCM
274
Peregrine Capital Management
Minnesota
$1.17M – – –
CWM
275
CIBC World Markets
New York
$1.16M -$433K -1,966 -27%
9 10
11
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