IEX icon

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 %
OSIA
276
O'Shares Investment Advisers
Massachusetts
$1.14M +$28.2K +128 +3%
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$1.13M +$459K +2,088 +68%
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$1.12M +$88K +400 +9%
Voloridge Investment Management
279
Voloridge Investment Management
Florida
$1.1M -$722K -3,280 -40%
FGP
280
Foyston, Gordon, & Payne
Ontario, Canada
$1.09M -$160K -727 -13%
DSC
281
Duncker Streett & Co
Missouri
$1.03M -$24.6K -112 -2%
LSERS
282
Louisiana State Employees Retirement System
Louisiana
$1.03M – – –
NSIM
283
North Star Investment Management
Illinois
$1.03M – – –
MCM
284
MAI Capital Management
Ohio
$1.02M +$60.7K +276 +6%
VCM
285
Virtue Capital Management
Tennessee
$1.02M +$63K +286 +7%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$1.02M -$5.06K -23 -0.5%
TCA
287
Tortoise Capital Advisors
Kansas
$1.02M +$55.9K +254 +6%
VPIM
288
Vanguard Personalized Indexing Management
California
$991K +$645K +2,933 +187%
HBCM
289
Heron Bay Capital Management
Michigan
$979K -$796K -3,616 -45%
RJFSA
290
Raymond James Financial Services Advisors
Florida
$975K +$7.26K +33 +0.8%
KRS
291
Kentucky Retirement Systems
Kentucky
$973K -$35K -159 -3%
O
292
Ossiam
France
$971K +$971K +4,282 New
SAMC
293
Spectrum Asset Management (California)
California
$956K -$220K -1,000 -19%
BMO
294
Beck Mack & Oliver
New York
$942K +$6.38K +29 +0.7%
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$941K +$36.3K +165 +4%
X
296
Xponance
Pennsylvania
$936K +$227K +1,033 +32%
MYIA
297
Mount Yale Investment Advisors
Colorado
$929K +$5.28K +24 +0.6%
MCCP
298
Mission Creek Capital Partners
California
$913K +$67.8K +308 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
299
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$909K -$266K -1,207 -23%
FMW
300
Farr Miller & Washington
District of Columbia
$906K +$85.8K +390 +10%
10 11
12
13 14