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IDEX
IEX

Overview Fund Activity

540 hedge funds and large institutions have $16.5B invested in IDEX in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
9.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
192
Reduced
195
Closed
33
Calls
$10.4M
Puts
$5.35M
Net Calls
+$5.06M
Net Calls Change
+$8.37M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$222M
2
Macquarie Group
2
Macquarie Group
Australia
$153M
3
Brown Advisory
3
Brown Advisory
Maryland
$524M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$326M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$653M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Victory Capital Management
2
Victory Capital Management
Texas
$66.3M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$10.5M
4
BlackRock
4
BlackRock
New York
$1.27B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
401
Marino Stram & Associates
Massachusetts
$318K +$318K +1,444 New
WAM
402
Wallington Asset Management
Indiana
$308K – – –
CS
403
Comerica Securities
Michigan
$303K -$127K -577 -29%
APA
404
American Portfolios Advisors
New York
$300K +$5.94K +27 +2%
ZCA
405
Zeke Capital Advisors
Pennsylvania
$298K +$46.2K +210 +18%
MHIC
406
Marble Harbor Investment Counsel
Massachusetts
$289K – – –
CCA
407
Checchi Capital Advisers
California
$289K +$10.1K +46 +4%
PAS
408
Park Avenue Securities
New York
$285K +$41.1K +187 +17%
GIA
409
Gateway Investment Advisers
Ohio
$283K -$9.68K -44 -3%
VI
410
Vestcor Inc
New Brunswick, Canada
$280K -$29.7K -135 -10%
SYBT
411
Stock Yards Bank & Trust
Kentucky
$280K -$440 -2 -0.2%
RWB
412
RMR Wealth Builders
New Jersey
$279K – – –
BW
413
Bison Wealth
Georgia
$279K – – –
LWAM
414
Legacy Wealth Asset Management
Minnesota
$273K -$5.06K -23 -2%
PA
415
Procyon Advisors
Connecticut
$273K -$1.54K -7 -0.6%
AG
416
Algert Global
California
$272K -$1.78M -8,111 -87%
CNC
417
Canandaigua National Corp
New York
$261K -$24K -109 -8%
CP
418
Covenant Partners
Tennessee
$261K – – –
Mercer Global Advisors
419
Mercer Global Advisors
Colorado
$261K +$261K +1,187 New
KAS
420
Kestra Advisory Services
Texas
$259K +$5.73K +26 +2%
YIH
421
Y-Intercept (HK)
Hong Kong
$255K -$852K -3,870 -77%
Fifth Third Bancorp
422
Fifth Third Bancorp
Ohio
$255K +$4.4K +20 +2%
RJT
423
Raymond James Trust
Florida
$249K -$5.49K -25 -2%
NFG
424
Next Financial Group
Texas
$249K -$2.21K -10 -0.9%
HCM
425
Harvey Capital Management
Florida
$247K – – –
15 16
17
18 19