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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
Fisher Asset Management
Washington
$87.1M
3
PFM
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$1.34M +$23.3K +101 +2%
QT
277
Quantbot Technologies
New York
$1.33M +$1.24M +5,378 +1,419%
American Century Companies
278
American Century Companies
Missouri
$1.32M +$36.1K +157 +3%
BCWM
279
Bartlett & Co Wealth Management
Ohio
$1.31M – – –
BC
280
Bartlett & Co
Ohio
$1.31M – – –
CAN
281
Cetera Advisor Networks
California
$1.3M +$17.1K +74 +1%
HIM
282
Hanlon Investment Management
New Jersey
$1.25M -$4.85K -21 -0.4%
VPIM
283
Vanguard Personalized Indexing Management
California
$1.24M -$268K -1,159 -18%
BMSSC
284
B. Metzler seel. Sohn & Co
Germany
$1.2M +$292K +1,263 +32%
Acadian Asset Management
285
Acadian Asset Management
Massachusetts
$1.19M – – –
IMRF
286
Illinois Municipal Retirement Fund
Illinois
$1.18M -$3.13M -13,539 -73%
Bank Julius Baer & Co
287
Bank Julius Baer & Co
Switzerland
$1.17M -$26.8K -116 -2%
BCI
288
Brinker Capital Investments
Pennsylvania
$1.16M -$62.6K -271 -5%
OPS
289
Orion Portfolio Solutions
Nebraska
$1.16M +$1.16M +5,010 New
JCA
290
Jade Capital Advisors
New Jersey
$1.16M +$1.16M +5,000 New
Rafferty Asset Management
291
Rafferty Asset Management
New York
$1.14M +$35.8K +155 +3%
LSERS
292
Louisiana State Employees Retirement System
Louisiana
$1.13M – – –
HW
293
Hancock Whitney
Mississippi
$1.13M -$153K -664 -12%
Assenagon Asset Management
294
Assenagon Asset Management
Luxembourg
$1.11M +$419K +1,813 +60%
Cerity Partners
295
Cerity Partners
New York
$1.1M +$1.1M +813 New
NB
296
Norinchukin Bank
Japan
$1.09M +$32.1K +139 +3%
SIA
297
Schechter Investment Advisors
Michigan
$1.09M +$118K +511 +12%
NSIM
298
North Star Investment Management
Illinois
$1.08M – – –
DT
299
Diversified Trust
Tennessee
$1.08M +$693 +3 +0.1%
SPIA
300
Steward Partners Investment Advisory
New York
$1.05M +$131K +565 +14%
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