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IDEX
IEX

Overview Fund Activity

609 hedge funds and large institutions have $17B invested in IDEX in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
52
Increased
183
Reduced
259
Closed
46
Calls
$3.39M
Puts
$11M
Net Calls
-$7.63M
Net Calls Change
-$4.51M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
Fisher Asset Management
Washington
$87.1M
3
PFM
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
376
Guinness Asset Management
United Kingdom
$530K -$18.7K -81 -3%
LNWWM
377
Laird Norton Wetherby Wealth Management
California
$530K -$66.8K -289 -11%
VFA
378
Voya Financial Advisors
Connecticut
$522K -$22.2K -98 -4%
BMO
379
Beck Mack & Oliver
New York
$520K – – –
PHS
380
Pekin Hardy Strauss
Illinois
$520K – – –
DI
381
DFPG Investments
Utah
$518K +$29.6K +128 +6%
HSA
382
HBK Sorce Advisory
Pennsylvania
$507K -$598K -2,586 -54%
HBT
383
Heartland Bank & Trust
Illinois
$475K +$31K +134 +7%
AIMCA
384
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$462K -$788K -3,412 -63%
WG
385
Welch Group
Alabama
$462K – – –
TCM
386
Twin Capital Management
Pennsylvania
$454K -$31.7K -137 -7%
EF
387
Empirical Finance
Pennsylvania
$452K +$23.6K +102 +5%
MC
388
Maverick Capital
Texas
$450K +$450K +1,948 New
Federated Hermes
389
Federated Hermes
Pennsylvania
$444K -$364K -1,574 -45%
DP
390
Dearborn Partners
Illinois
$439K -$146K -631 -25%
SIM
391
Studio Investment Management
Illinois
$429K -$32.6K -141 -7%
AWS
392
Atria Wealth Solutions
New York
$416K -$462 -2 -0.1%
PFO
393
Pathstone Family Office
New Jersey
$416K -$1.44M -5,745 -78%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$407K +$18.9K +82 +5%
RFA
395
Resurgent Financial Advisors
Georgia
$405K -$19.6K -85 -5%
AMCA
396
Arthur M. Cohen & Associates
Illinois
$393K – – –
SYBT
397
Stock Yards Bank & Trust
Kentucky
$385K – – –
ASN
398
Advisory Services Network
Georgia
$379K +$61.5K +266 +19%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$376K +$25.6K +111 +7%
Citadel Advisors
400
Citadel Advisors
Florida
$375K -$178K -772 -32%
14 15
16
17 18