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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
$25.7M
4
TCP
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
Capital World Investors
California
$868M
4
SAM
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
401
IMA Advisory Services
Colorado
$13K – – –
CHC
402
City Holding Co
West Virginia
$11K -$5.97K -38 -35%
IBOK
403
Independence Bank of Kentucky
Kentucky
$9K -$6.75K -45 -43%
S
404
SignatureFD
Georgia
$9K -$1.74K -11 -16%
SPIA
405
Steward Partners Investment Advisory
New York
$9K – – –
RWA
406
River Wealth Advisors
Pennsylvania
$8K – – –
EARNEST Partners
407
EARNEST Partners
Georgia
$6K – – –
VNA
408
Valley National Advisers
Pennsylvania
$6K – – –
CFD
409
Creative Financial Designs
Indiana
$6K – – –
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$2.21K +14 +58%
APP
411
Avantax Planning Partners
Iowa
$6K +$6K +40 New
WF
412
WealthTrust Fairport
Ohio
$5K – – –
FPFS
413
First Personal Financial Services
North Carolina
$5K +$857 +6 +21%
TCA
414
Tortoise Capital Advisors
Kansas
$3K -$1.35K -9 -31%
CFG
415
Citizens Financial Group
Rhode Island
$3K – – –
VCM
416
Vigilant Capital Management
Maine
$3K – – –
PMFA
417
Plante Moran Financial Advisors
Michigan
$3K – – –
TWA
418
TCI Wealth Advisors
Arizona
$3K – – –
TFO
419
Tarbox Family Office
California
$3K – – –
CCM
420
Cribstone Capital Management
Maine
$3K – – –
VFA
421
Valeo Financial Advisors
Indiana
$2K – – –
FHA
422
Flagship Harbor Advisors
Massachusetts
$2K – – –
BWM
423
BerganKDV Wealth Management
Minnesota
$2K – – –
CAG
424
Csenge Advisory Group
Florida
$2K +$2K +17 New
LFA
425
Legacy Financial Advisors
Kentucky
$1K – – –
15 16
17
18 19