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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 %
ECM
401
Estabrook Capital Management
New York
$370K – – –
AWAU
402
Alliance Wealth Advisors (Utah)
Utah
$365K +$10.6K +46 +3%
NP
403
Nilsine Partners
Colorado
$363K +$363K +1,570 New
PF
404
Phoenix Financial
Israel
$360K -$40K -178 -10%
CFG
405
Cooper Financial Group
California
$358K +$51K +221 +17%
SS
406
Simplicity Solutions
Minnesota
$358K +$116K +502 +48%
HWAM
407
Hennion & Walsh Asset Management
New Jersey
$355K -$12.5K -54 -3%
BFG
408
Bleakley Financial Group
New Jersey
$354K -$1.39K -6 -0.4%
SEC
409
Seven Eight Capital
New York
$352K +$352K +1,522 New
TWC
410
TD Waterhouse Canada
Ontario, Canada
$347K – – –
D.E. Shaw & Co
411
D.E. Shaw & Co
New York
$338K -$510K -2,209 -60%
WPC
412
Wedmont Private Capital
Pennsylvania
$338K -$27K -123 -7%
PCM
413
Prelude Capital Management
New York
$336K -$271K -1,175 -45%
CCA
414
Checchi Capital Advisers
California
$332K -$462 -2 -0.1%
RWB
415
RMR Wealth Builders
New Jersey
$332K – – –
AA
416
ALPS Advisors
Colorado
$332K -$17.6K -76 -5%
CL
417
COWA LLC
Oklahoma
$327K +$327K +1,415 New
AA
418
Advisory Alpha
Michigan
$326K – – –
WAM
419
Wallington Asset Management
Indiana
$323K – – –
KA
420
Kintegral Advisory
New York
$322K -$17.3K -75 -5%
CP
421
Covenant Partners
Tennessee
$317K +$61.2K +265 +24%
LWAM
422
Legacy Wealth Asset Management
Minnesota
$305K -$3.93K -17 -1%
MHIC
423
Marble Harbor Investment Counsel
Massachusetts
$303K – – –
IC
424
IEQ Capital
California
$302K -$27.7K -120 -8%
CCIA
425
Campbell & Co Investment Adviser
Maryland
$301K +$301K +1,303 New
15 16
17
18 19