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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
First Trust Advisors
Illinois
$222M
2
Macquarie Group
Macquarie Group
Australia
$153M
3
Brown Advisory
Brown Advisory
Maryland
$524M
4
AllianceBernstein
AllianceBernstein
Tennessee
$326M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$653M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$962M
2
Victory Capital Management
Victory Capital Management
Texas
$66.3M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.5M
4
BlackRock
BlackRock
New York
$1.27B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
301
Tuttle Capital Management
Connecticut
$898K +$898K +4,079 New
AWA
302
Arkadios Wealth Advisors
Georgia
$898K +$898K +4,081 New
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$889K – – –
CFB
304
Cullen/Frost Bankers
Texas
$864K +$7.7K +35 +0.9%
Citadel Advisors
305
Citadel Advisors
Florida
$838K -$7.51M -34,111 -90%
OAM
306
Optimal Asset Management
California
$820K – – –
BC
307
Bridgefront Capital
Texas
$816K +$816K +3,708 New
SWP
308
Stratos Wealth Partners
Ohio
$779K -$71.7K -326 -8%
Los Angeles Capital Management
309
Los Angeles Capital Management
California
$778K -$306K -1,391 -28%
FA
310
Fagan Associates
New York
$766K – – –
NMIMC
311
Northwestern Mutual Investment Management Company
Wisconsin
$759K +$1.76K +8 +0.2%
NERM
312
New England Research & Management
Illinois
$743K -$5.5K -25 -0.7%
SB
313
Simmons Bank
Arkansas
$738K – – –
QC
314
Quadrature Capital
United Kingdom
$732K -$96.6K -439 -12%
SG Americas Securities
315
SG Americas Securities
New York
$718K -$1.07M -4,882 -60%
FBT
316
First Bank & Trust
South Dakota
$718K +$201K +914 +39%
SWM
317
Segment Wealth Management
Texas
$709K – – –
FHB
318
First Hawaiian Bank
Hawaii
$708K -$18.5K -84 -3%
Stifel Financial
319
Stifel Financial
Missouri
$705K +$26.4K +120 +4%
MFGM
320
Marshall Financial Group (Maryland)
Maryland
$703K +$703K +3,193 New
BCWM
321
Bartlett & Co Wealth Management
Ohio
$693K -$22K -100 -3%
BC
322
Bartlett & Co
Ohio
$693K -$22K -100 -3%
QP
323
Quilter Plc
United Kingdom
$690K +$211K +960 +44%
Verition Fund Management
324
Verition Fund Management
Connecticut
$689K +$689K +3,132 New
DT
325
Diversified Trust
Tennessee
$678K – – –
11 12
13
14 15