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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
Brown Advisory
Maryland
$198M
5
CAM
Congress Asset Management
Massachusetts
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
501
West Paces Advisors
Georgia
$68K +$651 +3 +1%
CA
502
Clearstead Advisors
Ohio
$61.4K -$65.4K -301 -52%
ST
503
Smithfield Trust
Pennsylvania
$61K – – –
PS
504
Principal Securities
Iowa
$60.8K +$60.8K +280 New
OA
505
Operose Advisors
Wisconsin
$58.6K -$130K -600 -69%
CLOS
506
Compagnie Lombard Odier SCmA
Switzerland
$54.5K +$54.5K +251 New
PCM
507
Perritt Capital Management
Illinois
$54.3K – – –
HT
508
Headlands Technologies
Illinois
$51.7K +$51.7K +238 New
LC
509
Lindbrook Capital
California
$51K +$9.99K +46 +24%
TPCW
510
TD Private Client Wealth
New York
$50.8K +$13K +60 +34%
VAG
511
VisionPoint Advisory Group
Texas
$49.9K +$49.9K +230 New
EC
512
EdgeRock Capital
Colorado
$47.9K +$47.9K +217 New
SPIA
513
Steward Partners Investment Advisory
New York
$45.8K -$746K -3,438 -94%
EWA
514
EverSource Wealth Advisors
Alabama
$45.1K – – –
FWM
515
Focused Wealth Management
New York
$43.4K +$43.4K +200 New
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$41K -$2.82K -13 -6%
SFCL
517
Strengthening Families & Communities LLC
Massachusetts
$40.6K +$217 +1 +0.5%
UB
518
UMB Bank
Missouri
$40.6K -$74.7K -344 -65%
QL
519
Quarry LP
New York
$35.8K +$35.8K +165 New
ASN
520
Advisory Services Network
Georgia
$35.2K +$35.2K +162 New
WT
521
Whittier Trust
California
$32.8K -$1.09K -5 -3%
LWANC
522
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.6K – – –
PS
523
Planned Solutions
California
$32.6K +$32.6K +150 New
DIP
524
DT Investment Partners
Pennsylvania
$29.1K – – –
AF
525
Allworth Financial
California
$28.2K -$2.39K -11 -8%
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