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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 %
QCG
501
Quadrant Capital Group
Ohio
$118K +$1.39K +6 +1%
SIM
502
Sentry Investment Management
Wisconsin
$115K -$208K -901 -64%
FHA
503
First Horizon Advisors
Tennessee
$114K – – –
DWA
504
Dougherty Wealth Advisers
Minnesota
$109K – – –
OCM
505
Orion Capital Management
California
$95.4K +$95.4K +413 New
QC
506
Quent Capital
New York
$94K – – –
HCM
507
Hollencrest Capital Management
California
$92.4K – – –
PCM
508
Penserra Capital Management
California
$90K -$3.05M -13,445 -97%
EBA
509
Eagle Bay Advisors
New York
$89.2K -$41.8K -181 -32%
QPBE
510
Quintet Private Bank (Europe)
Luxembourg
$80.7K +$80.7K +349 New
CCA
511
Column Capital Advisors
Indiana
$73.2K – – –
IA
512
IFP Advisors
Florida
$73.2K -$558 -4 -0.8%
WPA
513
West Paces Advisors
Georgia
$71.6K – – –
CA
514
Clearstead Advisors
Ohio
$65.4K +$58.9K +255 +911%
C
515
Covestor
United Kingdom
$64K +$8.78K +38 +16%
ST
516
Smithfield Trust
Pennsylvania
$63K – – –
AIM
517
Anchor Investment Management
South Carolina
$61.7K – – –
CT
518
Colonial Trust
South Carolina
$61.7K – – –
T
519
TOBAM
France
$59K -$51.7K -225 -47%
PCM
520
Perritt Capital Management
Illinois
$57.8K – – –
WTC
521
WhitTier Trust Company
Nevada
$56.6K – – –
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$56.1K – – –
CFGS
523
Concourse Financial Group Securities
Alabama
$51.5K -$5.31K -23 -9%
AF
524
Allworth Financial
California
$51.3K +$3.93K +17 +8%
LC
525
Lindbrook Capital
California
$43.2K -$1.16K -5 -3%
19 20
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