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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
–
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.61B
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$170M
4
Amundi
4
Amundi
France
$360M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$79.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$16.2M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$8.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$198M
5
CAM
5
Congress Asset Management
Massachusetts
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
576
Cherry Tree Wealth Management
Minnesota
$7.6K – – –
CTA
577
Colonial Trust Advisors
South Carolina
$7.6K – – –
AWM
578
Abound Wealth Management
Tennessee
$6.73K -$2.61K -12 -28%
MCM
579
Manchester Capital Management
Vermont
$6.73K +$5.65K +26 +520%
IA
580
IFP Advisors
Florida
$6.51K -$97.2K -448 -94%
JWA
581
JFS Wealth Advisors
Pennsylvania
$5.65K -$651 -3 -10%
PWMG
582
Prestige Wealth Management Group
New Jersey
$5.21K -$1.3K -6 -20%
HI
583
Harbour Investments
Wisconsin
$4.99K +$2.61K +12 +109%
RTL
584
Red Tortoise LLC
Georgia
$4.34K – – –
GI
585
Gradient Investments
Minnesota
$3.69K -$651 -3 -15%
GFPC
586
Global Financial Private Client
Florida
$3.26K – – –
DAM
587
Delta Asset Management
Tennessee
$3.26K – – –
CFO
588
CVA Family Office
Colorado
$3.26K +$3.26K +15 New
MFT
589
Moisand Fitzgerald Tamayo
Florida
$3.04K – – –
CAL
590
Capital Advisors Ltd
Ohio
$3K +$1.5K +7 +100%
WIA
591
Wetzel Investment Advisors
Indiana
$3K +$3K +12 New
LIWM
592
Long Island Wealth Management
New York
$3K +$3K +15 New
CFGS
593
Concourse Financial Group Securities
Alabama
$2.82K -$44.1K -203 -94%
FFO
594
Fortitude Family Office
Arizona
$2.82K +$2.82K +13 New
ZB
595
Zions Bancorporation
Utah
$2.39K – – –
AF
596
Advisornet Financial
Minnesota
$2.39K +$217 +1 +10%
SL
597
Salomon & Ludwin
Virginia
$2.29K – – –
DPW
598
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$2.17K +10 New
ADL
599
Asset Dedication LLC
California
$2K – – –
MCM
600
MV Capital Management
Maryland
$1.74K -$2.39K -11 -58%
22 23
24
25 26