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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 %
VF
351
Virtu Financial
New York
$447K +$447K +2,162 New
IRF
352
IBM Retirement Fund
New York
$446K +$3.52K +17 +0.8%
BTWM
353
Baker Tilly Wealth Management
Wisconsin
$431K +$69K +333 +19%
American Century Companies
354
American Century Companies
Missouri
$431K +$77K +372 +22%
WCM Investment Management
355
WCM Investment Management
California
$417K +$3.11K +15 +0.8%
CA
356
Centerpoint Advisors
Massachusetts
$414K – – –
KRSITF
357
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$408K -$1.04K -5 -0.3%
KC
358
Kepos Capital
New York
$402K -$25.7K -124 -6%
EDRH
359
Edmond de Rothschild Holding
Switzerland
$400K – – –
TC
360
Toews Corporation
New Jersey
$393K +$393K +1,900 New
BBVA
361
Banco Bilbao Vizcaya Argentaria
Spain
$385K -$1.46M -7,067 -79%
VPIM
362
Vanguard Personalized Indexing Management
California
$382K -$550K -2,658 -59%
DTL
363
Dynamic Technology Lab
Singapore
$381K -$1.31M -6,342 -78%
QC
364
Quadrature Capital
United Kingdom
$379K -$309K -1,494 -45%
FRM
365
Fox Run Management
Connecticut
$375K +$375K +1,814 New
CI
366
CX Institutional
Indiana
$354K -$1.44M -6,972 -80%
AMCA
367
Arthur M. Cohen & Associates
Illinois
$352K – – –
WAM
368
World Asset Management
Michigan
$350K -$26.3K -127 -7%
BCV
369
Banque Cantonale Vaudoise
Switzerland
$348K – – –
HSA
370
HBK Sorce Advisory
Pennsylvania
$337K +$14.5K +70 +4%
YWP
371
YorkBridge Wealth Partners
New York
$334K +$35.6K +172 +12%
ECM
372
Estabrook Capital Management
New York
$331K – – –
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$322K -$3.31K -16 -1%
ASN
374
Advisory Services Network
Georgia
$322K +$2.48K +12 +0.8%
Stifel Financial
375
Stifel Financial
Missouri
$321K -$343K -1,656 -52%
13 14
15
16 17