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IDEX
IEX

Overview Fund Activity

613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$167M
3
Ameriprise
Ameriprise
Minnesota
$76.7M
4
Amundi
Amundi
France
$261M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$31.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$262M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$126M
3
Invesco
Invesco
Georgia
$212M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$133M
5
Brown Advisory
Brown Advisory
Maryland
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
OR
651
Olympiad Research
Connecticut
– -$317K -1,474 Closed
OWM
652
OneAscent Wealth Management
Alabama
– -$283K -1,313 Closed
VAS
653
Vestmark Advisory Solutions
Massachusetts
– -$277K -1,285 Closed
NC
654
NinePointTwo Capital
California
– -$272K -1,268 Closed
UCFA
655
United Capital Financial Advisors
Texas
– -$270K -1,252 Closed
BHCM
656
Boulder Hill Capital Management
New York
– -$258K -1,200 Closed
FWA
657
FSM Wealth Advisors
Ohio
– -$237K -1,096 Closed
V
658
Veritable
Delaware
– -$220K -1,022 Closed
BAM
659
Blueshift Asset Management
New Jersey
– -$207K -963 Closed
BL
660
Balentine LLC
Georgia
– -$201K -936 Closed
Point72 Asset Management
661
Point72 Asset Management
Connecticut
– -$180K -834 Closed
KI
662
Kapitalo Investimentos
Brazil
– -$168K -781 Closed
YAL
663
Your Advocates Ltd
Texas
– -$60.3K -280 Closed
CT
664
Colonial Trust
South Carolina
– -$57.5K -267 Closed
AIM
665
Anchor Investment Management
South Carolina
– -$57.5K -267 Closed
WTG
666
West Tower Group
Virginia
– -$42.4K -197 Closed
CFO
667
CVA Family Office
Colorado
– -$26K -121 Closed
SSG
668
Summit Securities Group
New York
– -$21K -99 Closed
FA
669
Fiduciary Alliance
South Carolina
– -$20.5K -95 Closed
LJHT
670
Laurie J. Hall Trustee
– -$5K -22 Closed
WP
671
WealthPLAN Partners
Nebraska
– -$2.8K -13 Closed
AssetMark Inc
672
AssetMark Inc
California
– -$1.94K -9 Closed
IPW
673
Impact Partnership Wealth
Georgia
– -$1.94K -9 Closed
DI
674
Disciplined Investments
Oklahoma
– -$1.72K -8 Closed
SIA
675
SkyView Investment Advisors
New Jersey
– -$2K -8 Closed
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