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IDEX
IEX

Overview Fund Activity

531 hedge funds and large institutions have $15.6B invested in IDEX in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 210 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
210
Reduced
179
Closed
59
Calls
$12.6M
Puts
$15.9M
Net Calls
-$3.31M
Net Calls Change
+$662K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$434M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$578M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$43.9M
4
ESCM
Echo Street Capital Management
New York
$101M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$204M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$248M
2
Bessemer Group
Bessemer Group
New Jersey
$351K
3
Ameriprise
Ameriprise
Minnesota
$41.3M
4
Capital World Investors
Capital World Investors
California
$377M
5
ClearBridge Investments
ClearBridge Investments
New York
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
501
EARNEST Partners
Georgia
$8K – – –
GWM
502
Geneos Wealth Management
Colorado
$8K +$8K +38 New
SWM
503
Spire Wealth Management
Virginia
$7K +$7K +32 New
IA
504
IFP Advisors
Florida
$6K -$11.3K -51 -65%
APWA
505
Atlas Private Wealth Advisors
New Jersey
$6K +$2K +10 +50%
PWMG
506
Prestige Wealth Management Group
New Jersey
$5K – – –
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$5K +$227 +1 +5%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +25 New
AIG
509
American International Group
New York
$4.96K -$107 -510 -2%
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
TJHA
511
Thomas J. Herzfeld Advisors
Florida
$4K – – –
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$941 +4 +31%
WCM
513
Wealthcare Capital Management
Virginia
$4K +$4K +19 New
Jones Financial Companies
514
Jones Financial Companies
Missouri
$4K +$4K +19 New
GFPC
515
Global Financial Private Client
Florida
$3.18K – – –
IAIM
516
International Assets Investment Management
Florida
$3K – – –
CA
517
Clearstead Advisors
Ohio
$3K +$3K +15 New
AIC
518
Ameritas Investment Company
Nebraska
$2.51K +$2.51K +12 New
Walleye Capital
519
Walleye Capital
New York
$2.51K +$1.09K +5,206 +77%
AssetMark Inc
520
AssetMark Inc
California
$2K – – –
EW
521
Evoke Wealth
California
$2K – – –
GWS
522
Glassman Wealth Services
Virginia
$2K +$364 +2 +22%
ZB
523
Zions Bancorporation
Utah
$2K +$1.33K +6 +200%
MWP
524
Meridian Wealth Partners
Pennsylvania
$2K +$2K +8 New
CWP
525
Concord Wealth Partners
Virginia
$2K +$2K +8 New
19 20
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