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IDEX
IEX

Overview Fund Activity

457 hedge funds and large institutions have $12.3B invested in IDEX in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+34
Holders Change %
+8.04%
% of All Funds
10.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
73
Increased
150
Reduced
164
Closed
37
Calls
$15.2M
Puts
$13.9M
Net Calls
+$1.34M
Net Calls Change
-$6.09M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B
2
State Street
2
State Street
Massachusetts
$509M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$518M
4
Millennium Management
4
Millennium Management
New York
$96.5M
5
Invesco
5
Invesco
Georgia
$311M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.05B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$418M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$30.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$114M
5
ACM
5
Atlanta Capital Management
Georgia
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
Montag & Associates
Georgia
$780K +$391K +2,386 +100%
IG
277
ING Group
Netherlands
$776K -$1.13M -6,870 -59%
NSIM
278
North Star Investment Management
Illinois
$768K -$830K -5,062 -52%
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$763K +$217K +1,325 +40%
TCA
280
Tortoise Capital Advisors
Kansas
$723K +$637K +3,890 +742%
SWP
281
Stratos Wealth Partners
Ohio
$702K – – –
VF
282
Virtu Financial
New York
$693K +$693K +4,230 New
QIM
283
Quantitative Investment Management
Virginia
$673K +$673K +4,107 New
GCA
284
Gideon Capital Advisors
New York
$659K +$659K +4,024 New
PIA
285
Piedmont Investment Advisors
North Carolina
$655K -$1,000K -6,099 -60%
QCM
286
Quantinno Capital Management
New York
$652K – – –
HH
287
Hilltop Holdings
Texas
$649K -$10K -61 -2%
BCWM
288
Bartlett & Co Wealth Management
Ohio
$639K +$639K +3,900 New
BC
289
Bartlett & Co
Ohio
$639K +$639K +3,900 New
KRS
290
Kentucky Retirement Systems
Kentucky
$637K +$637K +3,887 New
PHK
291
Point72 Hong Kong
Hong Kong
$617K +$617K +3,764 New
MOS
292
MGO One Seven
Ohio
$611K +$18.2K +111 +3%
SIM
293
Sentry Investment Management
Wisconsin
$610K +$610K +3,724 New
AG
294
Advisor Group
Arizona
$608K -$18.2K -111 -3%
LSERS
295
Louisiana State Employees Retirement System
Louisiana
$590K -$2.59M -15,800 -81%
BAM
296
Blueshift Asset Management
New Jersey
$590K +$590K +3,602 New
FA
297
Fagan Associates
New York
$584K +$6.55K +40 +1%
GCP
298
GSA Capital Partners
United Kingdom
$579K +$579K +3,534 New
Voloridge Investment Management
299
Voloridge Investment Management
Florida
$568K +$568K +3,469 New
FA
300
FDx Advisors
Illinois
$562K +$124K +759 +28%
10 11
12
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