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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
Amundi
4
Amundi
France
$68.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$326M

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 %
AssetMark Inc
526
AssetMark Inc
California
$2K 9 – –
KFP
527
KB Financial Partners
New Jersey
$2K 9 – –
ZB
528
Zions Bancorporation
Utah
$2K 9 – –
GWS
529
Glassman Wealth Services
Virginia
$2K 11 – –
BAM
530
Bellevue Asset Management
Washington
$2K 3 – –
CWP
531
Concord Wealth Partners
Virginia
$2K 8 – –
UFF
532
USA Financial Formulas
Michigan
$2K 8 +1 +14%
WWM
533
Wolff Wiese Magana
California
$2K 8 +8 New
SWA
534
Sutton Wealth Advisors
Florida
$1.76K 8 – –
CA
535
Clearstead Advisors
Ohio
$1K 3 -12 -80%
LIM
536
Longfellow Investment Management
Massachusetts
$1K 3 – –
AA
537
Ancora Advisors
Ohio
$1K 3 +3 New
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$1K 5 +5 New
PMAS
539
PNC Managed Account Solutions
Texas
$1K 5 +5 New
BBHC
540
Brown Brothers Harriman & Co
New York
$4 18 – –
JG
541
Jefferies Group
New York
– – -31,505 Closed
OMC
542
Old Mission Capital
Illinois
– – -31,499 Closed
Tudor Investment Corp
543
Tudor Investment Corp
Connecticut
– – -18,932 Closed
Walleye Capital
544
Walleye Capital
New York
– – -12,003 Closed
Assenagon Asset Management
545
Assenagon Asset Management
Luxembourg
– – -11,334 Closed
WCM
546
Weld Capital Management
New York
– – -7,391 Closed
TC
547
Toews Corporation
New Jersey
– – -4,600 Closed
BAM
548
Blueshift Asset Management
New Jersey
– – -4,314 Closed
PC
549
Permanens Capital
New York
– – -3,650 Closed
LIA
550
LS Investment Advisors
Michigan
– – -3,011 Closed
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