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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 %
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$321K +$20.9K +101 +7%
MS
377
Maven Securities
Jersey
$321K +$321K +1,553 New
SCA
378
Snowden Capital Advisors
New York
$312K -$41.6K -201 -12%
PAMP
379
Polar Asset Management Partners
Ontario, Canada
$306K -$170K -820 -36%
RIM
380
Redpoint Investment Management
Australia
$302K – – –
GT
381
Greenleaf Trust
Michigan
$299K -$1.66K -8 -0.6%
CS
382
Comerica Securities
Michigan
$297K +$12K +58 +4%
CCA
383
Checchi Capital Advisers
California
$293K +$20.5K +99 +8%
APA
384
American Portfolios Advisors
New York
$293K +$10.1K +49 +4%
WAM
385
Wallington Asset Management
Indiana
$290K – – –
SPC
386
Sigma Planning Corp
Michigan
$281K -$138K -667 -33%
ZCA
387
Zeke Capital Advisors
Pennsylvania
$280K – – –
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$277K +$77.8K +376 +39%
VAS
389
Vestmark Advisory Solutions
Massachusetts
$277K +$277K +1,338 New
GCP
390
GSA Capital Partners
United Kingdom
$273K +$273K +1,317 New
MHIC
391
Marble Harbor Investment Counsel
Massachusetts
$271K – – –
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$269K +$29K +140 +12%
GIA
393
Gateway Investment Advisers
Ohio
$266K – – –
SYBT
394
Stock Yards Bank & Trust
Kentucky
$263K – – –
BW
395
Bison Wealth
Georgia
$263K – – –
RWB
396
RMR Wealth Builders
New Jersey
$262K – – –
AAM
397
Advisors Asset Management
Colorado
$257K -$232K -1,125 -47%
PA
398
Procyon Advisors
Connecticut
$257K – – –
KAS
399
Kestra Advisory Services
Texas
$254K +$10.6K +51 +4%
LWAM
400
Legacy Wealth Asset Management
Minnesota
$252K -$5.18K -25 -2%
14 15
16
17 18