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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 %
EGM
551
Engineers Gate Manager
New York
– – -2,855 Closed
CCIA
552
Campbell & Co Investment Adviser
Maryland
– – -2,535 Closed
TC
553
TwinBeech Capital
New York
– – -2,259 Closed
CBT
554
Capital Bank & Trust
California
– – -2,073 Closed
FQ
555
First Quadrant
California
– – -1,933 Closed
CA
556
Capitolis Advisors
New York
– – -1,790 Closed
CANY
557
Caxton Associates (New York)
New York
– – -1,741 Closed
PF
558
Phoenix Financial
Israel
– – -1,475 Closed
SFS
559
Sowell Financial Services
Arkansas
– – -1,252 Closed
LS
560
Livforsakringsbolaget Skandia
Sweden
– – -700 Closed
ACM
561
Allred Capital Management
Texas
– – -310 Closed
SWP
562
ShoreHaven Wealth Partners
New Jersey
– – -150 Closed
ETC
563
Exchange Traded Concepts
Oklahoma
– – -47 Closed
SLF
564
Sun Life Financial
Ontario, Canada
– – -45 Closed
GWM
565
Geneos Wealth Management
Colorado
– – -38 Closed
SWM
566
Spire Wealth Management
Virginia
– – -32 Closed
APWA
567
Atlas Private Wealth Advisors
New Jersey
– – -30 Closed
WAP
568
Wealthcare Advisory Partners
Pennsylvania
– – -25 Closed
Jones Financial Companies
569
Jones Financial Companies
Missouri
– – -19 Closed
WCM
570
Wealthcare Capital Management
Virginia
– – -19 Closed
IAIM
571
International Assets Investment Management
Florida
– – -15 Closed
AIC
572
Ameritas Investment Company
Nebraska
– – -12 Closed
MWP
573
Meridian Wealth Partners
Pennsylvania
– – -8 Closed
Capstone Investment Advisors
574
Capstone Investment Advisors
New York
– – – –
OWIM
575
Old West Investment Management
California
– – – –
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