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IDEX
IEX

Overview Fund Activity

539 hedge funds and large institutions have $15.3B invested in IDEX in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 39 closing their positions.

Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
9.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
180
Reduced
194
Closed
39
Calls
$9.73M
Puts
$6.99M
Net Calls
+$2.75M
Net Calls Change
-$2.32M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$670M
2
Millennium Management
2
Millennium Management
New York
$49.7M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$346M
4
Ameriprise
4
Ameriprise
Minnesota
$74.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$60.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$838M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$50.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
501
BerganKDV Wealth Management
Minnesota
$11K 55 – –
GKWIM
502
Gerber Kawasaki Wealth & Investment Management
California
$10K 50 +50 New
NIM
503
NuWave Investment Management
New Jersey
$9K 45 -30 -40%
DAM
504
Delta Asset Management
Tennessee
$9K 45 – –
SAI
505
Systematic Alpha Investments
New Jersey
$9K 39 +39 New
Nisa Investment Advisors
506
Nisa Investment Advisors
Missouri
$8.8K 42,530 -300 -0.7%
TWA
507
TCI Wealth Advisors
Arizona
$8K 40 -5 -11%
CFD
508
Creative Financial Designs
Indiana
$8K 40 – –
EARNEST Partners
509
EARNEST Partners
Georgia
$8K 39 – –
VCM
510
Versant Capital Management
Arizona
$8K 41 – –
VNA
511
Valley National Advisers
Pennsylvania
$8K 38 – –
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$7K 32 +7 +28%
IA
513
IFP Advisors
Florida
$6K 27 -1 -4%
PWMG
514
Prestige Wealth Management Group
New Jersey
$5K 24 – –
TJHA
515
Thomas J. Herzfeld Advisors
Florida
$5K 22 – –
HIA
516
Harbor Investment Advisory
Maryland
$5K 26 +26 New
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$4K 21 +2 +11%
GRP
518
Global Retirement Partners
California
$4K 17 +17 New
RTL
519
Red Tortoise LLC
Georgia
$4K 20 +20 New
TG
520
TCW Group
California
$3.41K 16,475 – –
GFPC
521
Global Financial Private Client
Florida
$3.15K 15 – –
SSB
522
Sandy Spring Bank
Maryland
$3K 16 – –
UFF
523
USA Financial Formulas
Michigan
$2K 8 – –
CWP
524
Concord Wealth Partners
Virginia
$2K 8 – –
BAM
525
Bellevue Asset Management
Washington
$2K 3 – –
19 20
21
22 23