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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 %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$37K – – –
CAW
377
Cornerstone Advisors (Washington)
Washington
$34K +$2.73K +16 +9%
PCG
378
Private Capital Group
Connecticut
$33K +$3.96K +29 +14%
CFB
379
Cullen/Frost Bankers
Texas
$33K +$33K +194 New
SIAS
380
Shine Investment Advisory Services
Colorado
$32K +$2.94K +17 +10%
PCM
381
Penserra Capital Management
California
$30K -$9.67K -58 -24%
VEA
382
Virtus ETF Advisers
New York
$28K – – –
KFA
383
Krane Funds Advisors
New York
$27K +$27K +156 New
GAM
384
Gemmer Asset Management
California
$24K – – –
ST
385
Smithfield Trust
Pennsylvania
$22K – – –
CIA
386
CSat Investment Advisory
Michigan
$22K +$22K +128 New
NCM
387
Next Capital Management
New York
$21K +$21K +123 New
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$19K -$127K -744 -87%
TL
389
TrueWealth LLC
Georgia
$18K – – –
OC
390
Oakworth Capital
Alabama
$16K – – –
FAM
391
Fred Alger Management
New York
$16K +$16K +92 New
BCA
392
Berman Capital Advisors
Georgia
$15K – – –
IAS
393
IMA Advisory Services
Colorado
$15K – – –
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
BFEC
395
Benjamin F. Edwards & Company
Missouri
$14K +$14K +79 New
CHC
396
City Holding Co
West Virginia
$12K – – –
GWM
397
Geneos Wealth Management
Colorado
$11K – – –
SPIA
398
Steward Partners Investment Advisory
New York
$10K +$10K +60 New
VCM
399
Versant Capital Management
Arizona
$9K -$8.15K -48 -48%
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$8K -$1.47K -9 -16%
14 15
16
17 18