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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 %
TCM
626
Teza Capital Management
Illinois
– -$823K -3,957 Closed
TC
627
Toews Corporation
New Jersey
– -$790K -3,800 Closed
MYIA
628
Mount Yale Investment Advisors
Colorado
– -$766K -3,683 Closed
VEA
629
Virtus ETF Advisers
New York
– -$731K -3,513 Closed
UFF
630
USA Financial Formulas
Michigan
– -$725K -3,483 Closed
KeyBank National Association
631
KeyBank National Association
Ohio
– -$711K -3,418 Closed
UH
632
Unigestion Holding
Switzerland
– -$689K -3,296 Closed
EGM
633
Engineers Gate Manager
New York
– -$683K -3,283 Closed
NG
634
Norden Group
Utah
– -$682K -3,276 Closed
MF
635
Magnetar Financial
Illinois
– -$580K -2,786 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
636
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$532K -2,558 Closed
BTWM
637
Baker Tilly Wealth Management
Wisconsin
– -$499K -2,401 Closed
OQS
638
Occudo Quantitative Strategies
Florida
– -$499K -2,400 Closed
MOS
639
MGO One Seven
Ohio
– -$484K -2,328 Closed
PWG
640
Portside Wealth Group
Utah
– -$471K -2,264 Closed
AIM
641
Achmea Investment Management
Netherlands
– -$448K -2,152 Closed
SC
642
SRB Corp
Massachusetts
– -$436K -2,098 Closed
SEC
643
Seven Eight Capital
New York
– -$404K -1,940 Closed
CFG
644
Cooper Financial Group
California
– -$351K -1,688 Closed
BC
645
Bridgefront Capital
Texas
– -$345K -1,658 Closed
MM
646
MQS Management
New York
– -$344K -1,654 Closed
AWS
647
Atria Wealth Solutions
New York
– -$341K -1,638 Closed
NP
648
Nilsine Partners
Colorado
– -$327K -1,572 Closed
AWAU
649
Alliance Wealth Advisors (Utah)
Utah
– -$327K -1,571 Closed
CW
650
CreativeOne Wealth
Kansas
– -$321K -1,543 Closed
24 25
26
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