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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 %
VNA
576
Valley National Advisers
Pennsylvania
$8K – – –
SFG
577
Steward Financial Group
Texas
$7K +$4.03K +19 +136%
DAM
578
Delta Asset Management
Tennessee
$6.93K -$3.47K -15 -33%
PWMG
579
Prestige Wealth Management Group
New Jersey
$5.55K – – –
RTL
580
Red Tortoise LLC
Georgia
$4.62K – – –
WTA
581
Washington Trust Advisors
Massachusetts
$4.39K – – –
NA
582
NewEdge Advisors
Louisiana
$3.93K -$39.3K -170 -91%
PTC
583
Private Trust Company
Ohio
$3.7K -$462 -2 -11%
AIP
584
Ahrens Investment Partners
Louisiana
$3.7K +$3.7K +16 New
GFPC
585
Global Financial Private Client
Florida
$3.44K – – –
MFT
586
Moisand Fitzgerald Tamayo
Florida
$3.24K – – –
MDCM
587
Morgan Dempsey Capital Management
Wisconsin
$3K – – –
AF
588
Advisornet Financial
Minnesota
$3K +$462 +2 +18%
SIC
589
SJS Investment Consulting
Ohio
$2.77K -$231 -1 -8%
MCM
590
MV Capital Management
Maryland
$2.08K +$1.16K +5 +125%
ZB
591
Zions Bancorporation
Utah
$2.08K -$3.93K -17 -65%
DI
592
Disciplined Investments
Oklahoma
$2.08K -$462 -2 -18%
AssetMark Inc
593
AssetMark Inc
California
$2.08K – – –
ADL
594
Asset Dedication LLC
California
$2K – – –
KFP
595
KB Financial Partners
New Jersey
$2K – – –
CWP
596
Concord Wealth Partners
Virginia
$1.85K -$6.24K -27 -77%
GAG
597
Goodman Advisory Group
Massachusetts
$1.85K – – –
WWP
598
WR Wealth Planners
Missouri
$1.85K +$1.85K +8 New
JGIA
599
Jackson Grant Investment Advisers
Connecticut
$1.62K +$1.62K +7 New
LIM
600
Longfellow Investment Management
Massachusetts
$1.39K – – –
22 23
24
25 26