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IDEX
IEX

Overview Fund Activity

457 hedge funds and large institutions have $12.3B invested in IDEX in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 37 closing their positions.

Holders
457
Holders Change
+34
Holders Change %
+8.04%
% of All Funds
10.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
73
Increased
150
Reduced
164
Closed
37
Calls
$15.2M
Puts
$13.9M
Net Calls
+$1.34M
Net Calls Change
-$6.09M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B
2
State Street
2
State Street
Massachusetts
$509M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$518M
4
Millennium Management
4
Millennium Management
New York
$96.5M
5
Invesco
5
Invesco
Georgia
$311M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.05B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$418M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$30.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$114M
5
ACM
5
Atlanta Capital Management
Georgia
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
CBOA
476
Commonwealth Bank of Australia
Australia
– – -1,087 Closed
TPWA
477
TRUE Private Wealth Advisors
Oregon
– – -1,025 Closed
YWP
478
YorkBridge Wealth Partners
New York
– – -905 Closed
PCP
479
Proficio Capital Partners
Massachusetts
– – -501 Closed
FPS
480
Fieldpoint Private Securities
Connecticut
– – -375 Closed
PG
481
Pendal Group
Australia
– – -274 Closed
CFA
482
Camarda Financial Advisors
Florida
– – -239 Closed
CAW
483
Cornerstone Advisors (Washington)
Washington
– – -199 Closed
NCM
484
Next Capital Management
New York
– – -123 Closed
PCMK
485
Paragon Capital Management (Kansas)
Kansas
– – -41 Closed
HWA
486
Heritage Wealth Advisors
Virginia
– – -41 Closed
FPFS
487
First Personal Financial Services
North Carolina
– – -35 Closed
SMFS
488
Squar Milner Financial Services
California
– – -34 Closed
MF
489
Manchester Financial
California
– – -30 Closed
D.E. Shaw & Co
490
D.E. Shaw & Co
New York
– – – –
CFA
491
Carroll Financial Associates
North Carolina
$0 6 – –
Simplex Trading
492
Simplex Trading
Illinois
– – – –
Twin Tree Management
493
Twin Tree Management
Texas
– – – –
Susquehanna International Group
494
Susquehanna International Group
Pennsylvania
– – – –
CIR
495
Clear Investment Research
Georgia
$0 3 – –
EAM
496
Erste Asset Management
Austria
– – – –
AssetMark Inc
497
AssetMark Inc
California
$0 2 +2 New
PWP
498
Personal Wealth Partners
Minnesota
$0 3 +3 New
GWS
499
Glassman Wealth Services
Virginia
$0 3 +3 New
16 17 18 19
20