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 %
Wealth Enhancement Advisory Services
451
Wealth Enhancement Advisory Services
Minnesota
$258K -$701K -3,035 -73%
V
452
Veritable
Delaware
$253K -$2.08K -9 -0.8%
MYLI
453
Meiji Yasuda Life Insurance
Japan
$253K -$609K -2,637 -71%
KAS
454
Kestra Advisory Services
Texas
$240K -$206K -891 -46%
CNBT
455
Canandaigua National Bank & Trust
New York
$239K +$239K +1,036 New
RJT
456
Raymond James Trust
Florida
$235K -$5.78K -25 -2%
CCA
457
Cobblestone Capital Advisors
New York
$234K – – –
GD
458
Grandfield & Dodd
New York
$234K -$11.6K -50 -5%
WAG
459
Wallace Advisory Group
California
$233K -$3.47K -15 -1%
QI
460
Qtron Investments
Massachusetts
$232K -$105K -454 -31%
Bessemer Group
461
Bessemer Group
New Jersey
$229K +$60.5K +263 +36%
WI
462
Wahed Invest
New York
$228K +$3.93K +17 +2%
MYAM
463
Meiji Yasuda Asset Management
Japan
$225K -$168K -730 -43%
PPC
464
Park Place Capital
Alabama
$224K -$462 -2 -0.2%
AIP
465
Ameritas Investment Partners
Nebraska
$224K – – –
VCM
466
Virtue Capital Management
Tennessee
$223K -$36.5K -174 -14%
HI
467
Horizon Investments
North Carolina
$222K -$397K -1,718 -64%
BAM
468
Belpointe Asset Management
Nevada
$222K +$693 +3 +0.3%
HH
469
Hilltop Holdings
Texas
$220K -$2.08K -9 -0.9%
HCM
470
Harvey Capital Management
Florida
$219K – – –
SFO
471
Stokes Family Office
Louisiana
$216K +$216K +937 New
Squarepoint
472
Squarepoint
New York
$213K -$2.52M -10,926 -92%
IG
473
ING Group
Netherlands
$212K -$1.62K -7 -0.8%
TCWA
474
Ten Capital Wealth Advisors
Washington
$211K +$211K +915 New
FMAEN1
475
Fund Management at Engine No 1
California
$211K +$211K +915 New
17 18
19
20 21