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IDEX
IEX

Overview Fund Activity

423 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-2
Holders Change %
-0.47%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
138
Reduced
158
Closed
40
Calls
$18.5M
Puts
$11.1M
Net Calls
+$7.44M
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$446M
2
Invesco
2
Invesco
Georgia
$253M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$42.4M
5
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$62.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$910M
2
CBT
2
Capital Bank & Trust
California
$690K
3
CGT
3
Capital Guardian Trust
California
$961K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$305M
5
Goldman Sachs
5
Goldman Sachs
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
326
Estabrook Capital Management
New York
$275K – – –
ACM
327
AlphaCrest Capital Management
New York
$275K +$275K +1,599 New
RJT
328
Raymond James Trust
Florida
$274K +$19.2K +112 +8%
V
329
Veritable
Delaware
$267K -$1.03K -6 -0.4%
SYBT
330
Stock Yards Bank & Trust
Kentucky
$262K – – –
AP
331
Advisor Partners
California
$261K +$1.9K +11 +0.7%
MCM
332
McKinley Capital Management
Alaska
$259K -$56.8K -330 -18%
CCM
333
Community Capital Management
Florida
$257K – – –
WAM
334
Wallington Asset Management
Indiana
$241K – – –
SP
335
Symmetry Partners
Connecticut
$235K – – –
BW
336
Bison Wealth
Georgia
$232K -$33.2K -193 -13%
LOAMS
337
Lombard Odier Asset Management (Switzerland)
Switzerland
$228K – – –
APA
338
American Portfolios Advisors
New York
$224K -$53.2K -309 -19%
American Century Companies
339
American Century Companies
Missouri
$220K -$8.61K -50 -4%
QCM
340
Quest Capital Management
Texas
$218K -$9.49K -55 -4%
Wealthfront Advisers
341
Wealthfront Advisers
California
$217K +$217K +1,258 New
S
342
Seeyond
France
$209K -$45.8K -266 -18%
GD
343
Grandfield & Dodd
New York
$209K +$209K +1,212 New
IRF
344
IBM Retirement Fund
New York
$202K +$202K +1,174 New
CBOA
345
Commonwealth Bank of Australia
Australia
$184K +$156K +922 +559%
AIM
346
Advantage Investment Management
Iowa
$178K -$3.78K -22 -2%
TPWA
347
TRUE Private Wealth Advisors
Oregon
$176K +$176K +1,025 New
BAM
348
Belpointe Asset Management
Nevada
$161K +$1.2K +7 +0.8%
YWP
349
YorkBridge Wealth Partners
New York
$156K -$1.72K -10 -1%
DWA
350
Dougherty Wealth Advisers
Minnesota
$146K +$64.6K +375 +79%
12 13
14
15 16