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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
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 %
QIM
326
Quantitative Investment Management
Virginia
$665K +$665K +3,025 New
TRCT
327
Tower Research Capital (TRC)
New York
$663K -$1.52M -6,895 -70%
EAM
328
EULAV Asset Management
Florida
$663K -$264K -1,200 -28%
KeyBank National Association
329
KeyBank National Association
Ohio
$657K +$7.92K +36 +1%
MOS
330
MGO One Seven
Ohio
$653K -$11.7K -53 -2%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$648K -$6.38K -29 -1%
Creative Planning
332
Creative Planning
Kansas
$634K -$108K -492 -15%
CIS
333
Capital International Sarl
California
$631K +$23.3K +106 +4%
GT
334
Glenmede Trust
Pennsylvania
$629K -$969K -4,417 -61%
OPPTF
335
OPSEU Pension Plan Trust Fund
Ontario, Canada
$629K -$424K -1,929 -40%
ARMT
336
Amica Retiree Medical Trust
Rhode Island
$625K -$181K -823 -22%
ECM
337
Everence Capital Management
Indiana
$625K +$625K +2,840 New
S
338
Seeyond
France
$611K +$2.64K +12 +0.4%
AWM
339
Avior Wealth Management
Nebraska
$611K +$19.4K +88 +3%
FA
340
FDx Advisors
Illinois
$606K +$6.6K +30 +1%
VFA
341
Voya Financial Advisors
Connecticut
$592K -$1.52M -6,900 -72%
AP
342
Advisor Partners
California
$591K -$15.6K -71 -3%
MS
343
Madden Securities
Texas
$589K – – –
BMM
344
Buffington Mohr McNeal
Idaho
$588K – – –
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$580K +$145K +660 +33%
GT
346
Glenview Trust
Kentucky
$577K – – –
SP
347
Symmetry Partners
Connecticut
$574K – – –
M
348
Mirova
France
$561K +$44K +200 +9%
FPF
349
First Pacific Financial
Washington
$560K +$43.8K +199 +8%
SSA
350
Schonfeld Strategic Advisors
New York
$558K -$5.62M -25,571 -91%
12 13
14
15 16