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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 %
FC
451
FORA Capital
Florida
$135K -$487K -2,208 -78%
BFEC
452
Benjamin F. Edwards & Company
Missouri
$133K +$18.5K +84 +16%
HNB
453
Huntington National Bank
Ohio
$132K -$6.82K -31 -5%
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K – – –
Acadian Asset Management
455
Acadian Asset Management
Massachusetts
$116K – – –
QCG
456
Quadrant Capital Group
Ohio
$114K -$11K -50 -9%
SFO
457
Standard Family Office
South Dakota
$114K – – –
DWA
458
Dougherty Wealth Advisers
Minnesota
$104K – – –
CTC
459
Central Trust Company
Missouri
$98K – – –
FHA
460
First Horizon Advisors
Tennessee
$92K – – –
CIM
461
CCLA Investment Management
United Kingdom
$81.9K +$5.02K +22,818 +7%
CCA
462
Column Capital Advisors
Indiana
$74K -$5.73K -26 -7%
NR
463
Newfound Research
Massachusetts
$73K +$1.1K +5 +2%
WPA
464
West Paces Advisors
Georgia
$68.2K – – –
EBA
465
Eagle Bay Advisors
New York
$67K +$67K +289 New
S
466
SignatureFD
Georgia
$66K +$3.74K +17 +6%
JWM
467
Janiczek Wealth Management
Colorado
$65K +$441 +2 +0.7%
WTC
468
WhitTier Trust Company
Nevada
$62K – – –
ST
469
Smithfield Trust
Pennsylvania
$61K – – –
PA
470
Parallel Advisors
California
$60K +$5.98K +27 +11%
AIM
471
Anchor Investment Management
South Carolina
$58.8K – – –
T
472
TOBAM
France
$57K – – –
CFGS
473
Concourse Financial Group Securities
Alabama
$55K -$880 -4 -2%
PCM
474
Penserra Capital Management
California
$54K +$13.8K +63 +34%
CFA
475
Carroll Financial Associates
North Carolina
$49K -$313K -1,444 -86%
17 18
19
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