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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$670M
2
Millennium Management
2
Millennium Management
New York
$49.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$346M
4
Ameriprise
4
Ameriprise
Minnesota
$74.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
451
Central Trust Company
Missouri
$92K – – –
BCA
452
Berman Capital Advisors
Georgia
$84K +$45.7K +223 +119%
PPWM
453
PFG Private Wealth Management
Florida
$73K +$73K +353 New
NR
454
Newfound Research
Massachusetts
$71K +$2.07K +10 +3%
S
455
SignatureFD
Georgia
$71K +$9.26K +45 +15%
CCA
456
Column Capital Advisors
Indiana
$66K -$3.96K -19 -6%
PA
457
Parallel Advisors
California
$66K +$9.93K +48 +18%
WPA
458
West Paces Advisors
Georgia
$64.2K – – –
IA
459
IndexIQ Advisors
New York
$58K -$96K -460 -62%
JWM
460
Janiczek Wealth Management
Colorado
$58K -$2.89K -14 -5%
WTC
461
WhitTier Trust Company
Nevada
$58K – – –
ST
462
Smithfield Trust
Pennsylvania
$57K – – –
PCM
463
Penserra Capital Management
California
$56K +$5.52K +27 +11%
AIM
464
Anchor Investment Management
South Carolina
$55.3K – – –
T
465
TOBAM
France
$53K – – –
SPIA
466
Steward Partners Investment Advisory
New York
$52K +$34.5K +166 +198%
AIM
467
Achmea Investment Management
Netherlands
$49K +$49K +236 New
EBA
468
Eagle Bay Advisors
New York
$48K -$11K -54 -19%
LC
469
Lindbrook Capital
California
$43K +$1.03K +5 +2%
CFGS
470
Concourse Financial Group Securities
Alabama
$40K -$11.8K -57 -23%
CBT
471
CoreFirst Bank & Trust
Kansas
$40K – – –
CPC
472
Consolidated Planning Corp
Georgia
$37K +$37K +177 New
RS
473
Robeco Schweiz
Switzerland
$33.1K +$6.81K +32,889 +26%
TFS
474
TrustCore Financial Services
Tennessee
$33K +$3.32K +16 +11%
DFCM
475
Dark Forest Capital Management
Puerto Rico
$32K +$32K +155 New
17 18
19
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