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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 %
ECM
601
Everence Capital Management
Indiana
$1.32K +$337 +1,460 +34%
MCM
602
Manchester Capital Management
Vermont
$1.16K -$1.16K -5 -50%
FMP
603
Financial Management Professionals
Texas
$1K +$1K +5 New
SIA
604
SkyView Investment Advisors
New Jersey
$1K +$1K +6 New
Commonwealth Equity Services
605
Commonwealth Equity Services
Massachusetts
$979 -$58 -250 -6%
TWD
606
True Wealth Design
Ohio
$463 – – –
TFM
607
TFC Financial Management
Massachusetts
$232 +$232 +1 New
TWP
608
TFO Wealth Partners
Ohio
$231 -$462 -2 -67%
FCA
609
Fortis Capital Advisors
Kansas
$231 – – –
SFCL
610
Strengthening Families & Communities LLC
Massachusetts
$14 -$3 -11 -15%
CVA
611
Ceredex Value Advisors
Florida
– -$23.6M -103,165 Closed
VRS
612
Virginia Retirement Systems
Virginia
– -$7.42M -32,500 Closed
Qube Research & Technologies (QRT)
613
Qube Research & Technologies (QRT)
United Kingdom
– -$6.02M -26,350 Closed
Two Sigma Advisers
614
Two Sigma Advisers
New York
– -$4.73M -20,700 Closed
Walleye Capital
615
Walleye Capital
New York
– -$4.34M -18,989 Closed
Holocene Advisors
616
Holocene Advisors
New York
– -$4.18M -18,295 Closed
CSS
617
Cubist Systematic Strategies
Connecticut
– -$3.87M -16,943 Closed
WorldQuant Millennium Advisors
618
WorldQuant Millennium Advisors
New York
– -$3.8M -16,638 Closed
DTL
619
Dynamic Technology Lab
Singapore
– -$2.66M -11,643 Closed
SSA
620
Schonfeld Strategic Advisors
New York
– -$1.48M -6,500 Closed
IMCOOI
621
Investment Management Corp of Ontario (IMCO)
Canada
– -$1.38M -6,039 Closed
YIH
622
Y-Intercept (HK)
Hong Kong
– -$1.21M -5,292 Closed
CC
623
Centiva Capital
New York
– -$1.21M -5,292 Closed
TC
624
Toews Corporation
New Jersey
– -$776K -3,400 Closed
N
625
Natixis
France
– -$759K -3,322 Closed
23 24
25
26 27