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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 %
VF
626
Virtu Financial
New York
– -$712K -3,118 Closed
PAS
627
Park Avenue Securities
New York
– -$530K -2,319 Closed
BPC
628
Banque Pictet & Cie
Switzerland
– -$299K -1,309 Closed
FC
629
FORA Capital
Florida
– -$291K -1,276 Closed
ACM
630
Aquatic Capital Management
Illinois
– -$274K -1,200 Closed
ACM
631
Acrisure Capital Management
Texas
– -$267K -1,169 Closed
MFS
632
Mirabella Financial Services
United Kingdom
– -$256K -1,121 Closed
TSS
633
Two Sigma Securities
New York
– -$239K -1,045 Closed
CG
634
Caprock Group
Idaho
– -$236K -1,033 Closed
MC
635
Machina Capital
France
– -$234K -1,027 Closed
Walleye Trading
636
Walleye Trading
New York
– -$234K -1,023 Closed
Verition Fund Management
637
Verition Fund Management
Connecticut
– -$210K -920 Closed
SG Americas Securities
638
SG Americas Securities
New York
– -$108K -472 Closed
MS
639
Madden Securities
Texas
– -$91.3K -400 Closed
OWA
640
One Wealth Advisors
California
– -$61K -267 Closed
SC
641
Seldon Capital
California
– -$47.7K -209 Closed
GPI
642
General Partner Inc
Pennsylvania
– -$46.1K -202 Closed
EDRH
643
Edmond de Rothschild Holding
Switzerland
– -$18.3K -80 Closed
GWM
644
Geneos Wealth Management
Colorado
– -$16K -70 Closed
PO
645
Private Ocean
California
– -$7.08K -31 Closed
QL
646
Quarry LP
New York
– -$6.62K -29 Closed
AWM
647
Activest Wealth Management
Florida
– -$5.71K -25 Closed
Twin Tree Management
648
Twin Tree Management
Texas
– -$5.71K -25 Closed
CA
649
Crewe Advisors
Utah
– -$4.34K -19 Closed
HDIM
650
Hanson & Doremus Investment Management
Vermont
– -$4K -16 Closed
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