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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 %
DZ Bank
426
DZ Bank
Germany
$246K – – –
YIA
427
YHB Investment Advisors
Connecticut
$245K – – –
Squarepoint
428
Squarepoint
New York
$242K +$242K +1,100 New
GD
429
Grandfield & Dodd
New York
$240K – – –
BPA
430
Beacon Pointe Advisors
California
$237K +$237K +1,076 New
PA
431
Profund Advisors
Maryland
$235K +$9.6K +44 +4%
CFG
432
Cooper Financial Group
California
$234K +$16K +73 +7%
PFO
433
Pathstone Family Office
New Jersey
$234K +$234K +1,062 New
HH
434
Hilltop Holdings
Texas
$233K -$23.4K -106 -9%
AIP
435
Ameritas Investment Partners
Nebraska
$231K – – –
CCA
436
Cobblestone Capital Advisors
New York
$223K – – –
TPWA
437
TRUE Private Wealth Advisors
Oregon
$222K -$5.7K -26 -3%
SWMP
438
Signature Wealth Management Partners
New Jersey
$220K – – –
DP
439
Dearborn Partners
Illinois
$220K – – –
NIMI
440
Natixis Investment Managers International
France
$218K -$50.1K -228 -19%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$212K +$5.06K +23 +2%
BAM
442
Belpointe Asset Management
Nevada
$211K +$9.91K +45 +5%
CCP
443
Corient Capital Partners
California
$202K +$202K +919 New
Simplex Trading
444
Simplex Trading
Illinois
$197K +$197K +896 New
SIM
445
Sentry Investment Management
Wisconsin
$183K – – –
SOW
446
State of Wyoming
Wyoming
$175K +$156K +710 +816%
Federated Hermes
447
Federated Hermes
Pennsylvania
$171K -$913K -4,157 -84%
IA
448
IndexIQ Advisors
New York
$162K -$8.34K -38 -5%
MAM
449
Meeder Asset Management
Ohio
$162K +$8.38K +38 +5%
FF
450
FourThought Financial
Florida
$149K +$16K +73 +12%
16 17
18
19 20