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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 %
EI
551
Ellevest Inc
New York
$15.2K -$476K -2,062 -97%
EIM
552
Essex Investment Management
Massachusetts
$14.3K – – –
VCM
553
Vigilant Capital Management
Maine
$14K – – –
BAAM
554
Baker Avenue Asset Management
California
$13.6K – – –
KFI
555
Key Financial Inc
Pennsylvania
$13.4K – – –
CQS
556
Credential Qtrade Securities
$12.9K +$12.9K +56 New
WB
557
Webster Bank
Connecticut
$12.5K – – –
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$12.5K – – –
SWA
559
Sutton Wealth Advisors
Florida
$12.5K +$10.6K +46 +575%
SWA
560
SOA Wealth Advisors
New York
$11.8K – – –
GWS
561
Glassman Wealth Services
Virginia
$10.4K +$1.16K +5 +13%
TWA
562
TCI Wealth Advisors
Arizona
$10.2K – – –
LJHT
563
Laurie J. Hall Trustee
$10K +$10K +45 New
AWM
564
Abound Wealth Management
Tennessee
$9.94K +$9.94K +43 New
BWM
565
BerganKDV Wealth Management
Minnesota
$9.77K – – –
FFA
566
Farther Finance Advisors
California
$9.47K – – –
VCM
567
Versant Capital Management
Arizona
$9.46K – – –
CFD
568
Creative Financial Designs
Indiana
$9.24K – – –
IRC
569
Investors Research Corp
Georgia
$9.01K – – –
EARNEST Partners
570
EARNEST Partners
Georgia
$9.01K – – –
SC
571
Schubert & Co
Texas
$8.55K -$693 -3 -8%
JWM
572
Janiczek Wealth Management
Colorado
$8.34K -$3.73K -17 -31%
JWA
573
JFS Wealth Advisors
Pennsylvania
$8.09K +$1.16K +5 +17%
CTA
574
Colonial Trust Advisors
South Carolina
$8.09K – – –
CAL
575
Capital Advisors Ltd
Ohio
$8K – – –
21 22
23
24 25