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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$670M
2
Millennium Management
2
Millennium Management
New York
$49.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$346M
4
Ameriprise
4
Ameriprise
Minnesota
$74.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
301
Ossiam
France
$787K -$99.6K -481 -11%
SWP
302
Stratos Wealth Partners
Ohio
$734K +$828 +4 +0.1%
Los Angeles Capital Management
303
Los Angeles Capital Management
California
$732K – – –
QP
304
Quilter Plc
United Kingdom
$730K +$81.5K +394 +13%
MFGM
305
Marshall Financial Group (Maryland)
Maryland
$729K +$68.5K +331 +10%
FA
306
Fagan Associates
New York
$720K – – –
NMIMC
307
Northwestern Mutual Investment Management Company
Wisconsin
$714K +$621 +3 +0.1%
SB
308
Simmons Bank
Arkansas
$706K +$11.4K +55 +2%
Commonwealth Equity Services
309
Commonwealth Equity Services
Massachusetts
$698K +$152K +734 +28%
PAG
310
Private Advisor Group
New Jersey
$687K +$215K +1,038 +46%
BMO
311
Beck Mack & Oliver
New York
$679K -$207K -1,000 -23%
SWM
312
Segment Wealth Management
Texas
$667K – – –
OQS
313
Occudo Quantitative Strategies
Florida
$665K -$567K -2,739 -46%
FHB
314
First Hawaiian Bank
Hawaii
$663K -$3.52K -17 -0.5%
FBT
315
First Bank & Trust
South Dakota
$655K -$20.1K -97 -3%
BC
316
Bartlett & Co
Ohio
$652K – – –
BCWM
317
Bartlett & Co Wealth Management
Ohio
$652K – – –
MOS
318
MGO One Seven
Ohio
$637K -$23.4K -105 -4%
DT
319
Diversified Trust
Tennessee
$637K – – –
EAM
320
EULAV Asset Management
Florida
$624K – – –
KeyBank National Association
321
KeyBank National Association
Ohio
$623K +$5.38K +26 +0.9%
FA
322
FDx Advisors
Illinois
$613K +$42.9K +207 +8%
Creative Planning
323
Creative Planning
Kansas
$610K +$14.3K +69 +2%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$607K -$2.48K -12 -0.4%
GT
325
Glenmede Trust
Pennsylvania
$600K +$7.24K +35 +1%
11 12
13
14 15