IEX icon

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

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
426
Values First Advisors
Tennessee
$300K -$20.1K -87 -6%
TMAM
427
Tokio Marine Asset Management
Japan
$299K +$28.4K +123 +10%
CS
428
Comerica Securities
Michigan
$299K -$23.3K -101 -7%
CTC
429
Central Trust Company
Missouri
$298K -$9.47K -41 -3%
LNC
430
Lincoln National Corp
Pennsylvania
$295K +$20.3K +88 +7%
UCFA
431
United Capital Financial Advisors
Texas
$293K +$293K +1,270 New
PA
432
Procyon Advisors
Connecticut
$286K – – –
GT
433
Greenleaf Trust
Michigan
$286K -$10.4K -45 -4%
OWM
434
OneAscent Wealth Management
Alabama
$285K +$1.85K +8 +0.7%
KPWS
435
Kestra Private Wealth Services
Texas
$285K +$12.2K +53 +4%
PAG
436
Private Advisor Group
New Jersey
$284K +$284K +1,228 New
FL
437
Fort LP
Maryland
$281K -$180K -781 -39%
YIA
438
YHB Investment Advisors
Connecticut
$280K – – –
VAS
439
Vestmark Advisory Solutions
Massachusetts
$279K +$9.01K +39 +3%
OFS
440
OneAscent Financial Services
Alabama
$275K +$3.93K +17 +1%
CA
441
Centerpoint Advisors
Massachusetts
$274K – – –
AT
442
American Trust
Kentucky
$270K – – –
FWA
443
FSM Wealth Advisors
Ohio
$270K – – –
TRCT
444
Tower Research Capital (TRC)
New York
$268K -$75.6K -328 -22%
ATC
445
Argent Trust Co
Tennessee
$266K +$1.16K +5 +0.4%
KI
446
Kula Investments
Illinois
$265K +$265K +1,146 New
BW
447
Bison Wealth
Georgia
$264K – – –
CWM
448
Connecticut Wealth Management
Connecticut
$264K +$55.9K +242 +27%
OC
449
Oarsman Capital
Wisconsin
$262K +$262K +1,132 New
BSC
450
Brown Shipley & Co
United Kingdom
$259K +$259K +1,123 New
16 17
18
19 20