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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 %
CI
476
Cigna Investments
Connecticut
$209K – – –
SOW
477
State of Wyoming
Wyoming
$208K +$108K +469 +109%
PWPS
478
Pinnacle Wealth Planning Services
Ohio
$205K -$2.54K -11 -1%
BPA
479
Beacon Pointe Advisors
California
$203K -$2.77K -12 -1%
PI
480
PFG Investments
New York
$202K +$202K +875 New
MNBTD
481
Moody National Bank Trust Division
Texas
$201K +$201K +871 New
VCG
482
Vantage Consulting Group
Virginia
$201K +$201K +868 New
SA
483
Syntax Advisors
New York
$201K +$201K +868 New
CCA
484
Cadent Capital Advisors
Oklahoma
$200K +$200K +867 New
DGAM
485
Desjardins Global Asset Management
Quebec, Canada
$193K +$193K +836 New
BFEC
486
Benjamin F. Edwards & Company
Missouri
$189K +$7.85K +34 +4%
GRP
487
Global Retirement Partners
California
$183K +$129K +614 +238%
BTI
488
Blue Trust Inc
Georgia
$155K -$1.6K -7 -1%
CI Investments Inc
489
CI Investments Inc
Ontario, Canada
$152K -$6.02K -26 -4%
GGI
490
Godsey & Gibb Inc
Virginia
$150K +$150K +650 New
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$294K -1,271 -66%
UB
492
UMB Bank
Missouri
$146K -$3.93K -17 -3%
NIMI
493
Natixis Investment Managers International
France
$145K -$78.1K -338 -35%
AA
494
Alta Advisers
United Kingdom
$139K – – –
PA
495
Parallel Advisors
California
$137K +$39.5K +171 +40%
S
496
SignatureFD
Georgia
$136K +$693 +3 +0.5%
FAM
497
Fred Alger Management
New York
$134K +$46K +199 +52%
HNB
498
Huntington National Bank
Ohio
$127K +$6.7K +29 +6%
PI
499
PineBridge Investments
New York
$124K – – –
PI
500
PEAK6 Investments
Illinois
$121K +$121K +522 +26,100%
18 19
20
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