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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WT
476
Whittier Trust
California
$48K 216 – –
FHC
477
First Horizon Corporation
Tennessee
$45K 207 – –
LC
478
Lindbrook Capital
California
$45K 204 +5 +3%
CBT
479
CoreFirst Bank & Trust
Kansas
$42K 191 – –
BCA
480
Berman Capital Advisors
Georgia
$41K 187 +59 +46%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$37K 169 – –
RE
482
RBC Europe
United Kingdom
$33K 150 -75 -33%
LWANC
483
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K 150 – –
GAM
484
Gemmer Asset Management
California
$31K 141 – –
TFS
485
TrustCore Financial Services
Tennessee
$31K 143 +90 +170%
HI
486
Harbour Investments
Wisconsin
$28K 128 +12 +10%
PB
487
Pinnacle Bancorp
Nebraska
$27K 123 – –
FPS
488
Fieldpoint Private Securities
Connecticut
$25K 110 – –
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$23K 105 – –
AAP
490
Arax Advisory Partners
Colorado
$23K 106 +106 New
CFO
491
CVA Family Office
Colorado
$22K 101 +101 New
OC
492
Oakworth Capital
Alabama
$20K 93 – –
IAS
493
IMA Advisory Services
Colorado
$19K 88 – –
SC
494
Steph & Co
Wisconsin
$18K 84 – –
SPIA
495
Steward Partners Investment Advisory
New York
$18K 84 +13 +18%
SWA
496
SOA Wealth Advisors
New York
$18K 84 +19 +29%
NIM
497
NuWave Investment Management
New Jersey
$17K 75 +75 New
TPCW
498
TD Private Client Wealth
New York
$15.2K 69 +3 +5%
CHC
499
City Holding Co
West Virginia
$15K 70 – –
PFBT
500
Parkside Financial Bank & Trust
Missouri
$14K 64 -1 -2%
18 19
20
21 22