IEX icon

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 %
EIM
501
Essex Investment Management
Massachusetts
$14K 62 – –
TFO
502
Tarbox Family Office
California
$13K 59 – –
KFI
503
Key Financial Inc
Pennsylvania
$13K 58 +58 New
BWM
504
BerganKDV Wealth Management
Minnesota
$12K 55 – –
FI
505
FormulaFolio Investments
Michigan
$11K 49 – –
FWM
506
FFT Wealth Management
Pennsylvania
$11K 50 +50 New
CP
507
Castleview Partners
Texas
$11K 51 +51 New
TWA
508
TCI Wealth Advisors
Arizona
$10K 45 – –
DAM
509
Delta Asset Management
Tennessee
$10K 45 – –
Nisa Investment Advisors
510
Nisa Investment Advisors
Missouri
$9.43K 42,830 -7,400 -15%
VCM
511
Versant Capital Management
Arizona
$9K 41 – –
EARNEST Partners
512
EARNEST Partners
Georgia
$9K 39 – –
CFD
513
Creative Financial Designs
Indiana
$9K 40 – –
VNA
514
Valley National Advisers
Pennsylvania
$8K 38 – –
IA
515
IFP Advisors
Florida
$6K 28 +1 +4%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$6K 25 +3 +14%
AIG
517
American International Group
New York
$5.14K 23,335 -372 -2%
PWMG
518
Prestige Wealth Management Group
New Jersey
$5K 24 – –
TJHA
519
Thomas J. Herzfeld Advisors
Florida
$5K 22 +4 +22%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$4K 19 – –
EFSCE
521
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 17 – –
SSB
522
Sandy Spring Bank
Maryland
$4K 16 +16 New
GFPC
523
Global Financial Private Client
Florida
$3.3K 15 – –
KJHP
524
K.J. Harrison & Partners
Ontario, Canada
$2.22K 10,060 +60 +0.6%
GWS
525
Glassman Wealth Services
Virginia
$2K 11 – –
19 20
21
22 23