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IDEX
IEX

Overview Fund Activity

634 hedge funds and large institutions have $15.7B invested in IDEX in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 237 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
80
Increased
212
Reduced
237
Closed
52
Calls
$474K
Puts
$2.91M
Net Calls
-$2.43M
Net Calls Change
+$5.2M

Top Buyers

1
Amundi
Amundi
France
$218M
2
CVA
Ceredex Value Advisors
Florida
$61.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$63.8M
4
Citadel Advisors
Citadel Advisors
Florida
$51.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$46.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$640M
2
AllianceBernstein
AllianceBernstein
Tennessee
$382M
3
Macquarie Group
Macquarie Group
Australia
$1.39M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$241M
5
Invesco
Invesco
Georgia
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
626
Financial Management Professionals
Texas
$1K – – –
MCM
627
Manchester Capital Management
Vermont
$862 -$216 -1 -20%
CPG
628
Cornerstone Planning Group
New Jersey
$861 +$861 +4 New
BAAM
629
Baker Avenue Asset Management
California
$431 -$12.3K -57 -97%
TWD
630
True Wealth Design
Ohio
$431 – – –
CA
631
Crewe Advisors
Utah
$431 +$431 +2 New
NRG
632
Nemes Rush Group
Michigan
$431 +$431 +2 New
TWP
633
TFO Wealth Partners
Ohio
$215 – – –
BC
634
Brookfield Corp
Ontario, Canada
– -$9.86M -42,700 Closed
CCM
635
Cinctive Capital Management
New York
– -$5.49M -23,759 Closed
EB
636
Eastern Bank
Massachusetts
– -$2.58M -11,173 Closed
DWA
637
Dorsey Wright & Associates
California
– -$2.45M -10,615 Closed
A
638
AustralianSuper
Australia
– -$2.4M -10,402 Closed
AAM
639
Azzad Asset Management
Virginia
– -$1.57M -6,799 Closed
WBC
640
Westpac Banking Corp
Australia
– -$1.46M -6,301 Closed
HIM
641
Hanlon Investment Management
New Jersey
– -$1.25M -5,396 Closed
JCA
642
Jade Capital Advisors
New Jersey
– -$1.16M -5,000 Closed
DFCM
643
Dark Forest Capital Management
Puerto Rico
– -$791K -3,425 Closed
DC
644
Diametric Capital
Massachusetts
– -$674K -2,918 Closed
BBA
645
Baader Bank Aktiengesellschaft
Germany
– -$649K -2,810 Closed
LOAME
646
Lombard Odier Asset Management (Europe)
United Kingdom
– -$592K -2,562 Closed
BA
647
Bellwether Advisors
Nebraska
– -$568K -2,459 Closed
JF
648
JSF Financial
California
– -$560K -2,424 Closed
CF
649
Cantor Fitzgerald
New York
– -$537K -2,325 Closed
TCM
650
Twin Capital Management
Pennsylvania
– -$454K -1,964 Closed
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