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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$167M
3
Ameriprise
Ameriprise
Minnesota
$76.7M
4
Amundi
Amundi
France
$261M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$31.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
Invesco
Georgia
$212M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
Brown Advisory
Maryland
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
576
Investors Research Corp
Georgia
$8.11K – – –
VNA
577
Valley National Advisers
Pennsylvania
$8K – – –
JWM
578
Janiczek Wealth Management
Colorado
$7.91K – – –
SC
579
SouthState Corp
Florida
$7.49K +$7.49K +36 New
CTWM
580
Cherry Tree Wealth Management
Minnesota
$7.28K -$416 -2 -5%
CTA
581
Colonial Trust Advisors
South Carolina
$7.28K – – –
FRA
582
Front Row Advisors
California
$6.87K +$2.08K +10 +43%
PWMG
583
Prestige Wealth Management Group
New Jersey
$6.24K – – –
JWA
584
JFS Wealth Advisors
Pennsylvania
$6.03K -$416 -2 -6%
Simplex Trading
585
Simplex Trading
Illinois
$5K -$27.5K -143 -85%
RTL
586
Red Tortoise LLC
Georgia
$4.16K – – –
GI
587
Gradient Investments
Minnesota
$4.16K +$1.87K +9 +82%
MCM
588
MV Capital Management
Maryland
$3.95K +$208 +1 +6%
PTC
589
Private Trust Company
Ohio
$3.33K -$12.7K -61 -79%
DAM
590
Delta Asset Management
Tennessee
$3.12K – – –
GFPC
591
Global Financial Private Client
Florida
$3.1K – – –
MFT
592
Moisand Fitzgerald Tamayo
Florida
$2.91K – – –
SIC
593
SJS Investment Consulting
Ohio
$2.71K +$1.25K +6 +86%
MAM
594
Marquette Asset Management
Minnesota
$2.71K -$2.91K -14 -52%
MIA
595
Milestone Investment Advisors
Wisconsin
$2.5K +$2.5K +12 New
HI
596
Harbour Investments
Wisconsin
$2.29K -$416 -2 -15%
ZB
597
Zions Bancorporation
Utah
$2.29K – – –
SL
598
Salomon & Ludwin
Virginia
$2.29K +$2.29K +11 New
AF
599
Advisornet Financial
Minnesota
$2.08K -$208 -1 -9%
ADL
600
Asset Dedication LLC
California
$2K – – –
22 23
24
25 26