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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
T. Rowe Price Associates
Maryland
$1.02B
2
Fisher Asset Management
Fisher Asset Management
Washington
$87.1M
3
PFM
Premier Fund Managers
United Kingdom
$45.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$128M
5
Invesco
Invesco
Georgia
$381M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$2.33M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$566M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$73.3M
5
Prudential Financial
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPI
126
Railway Pension Investments
United Kingdom
$11.1M +$3.35M +14,500 +43%
Canada Life
127
Canada Life
Manitoba, Canada
$11.1M -$176K -760 -2%
Swedbank
128
Swedbank
Sweden
$10.8M -$50.4K -218 -0.5%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$10.4M -$119K -514 -1%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$10.3M +$2.53M +10,940 +32%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$10.1M +$104K +449 +1%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$10.1M -$1.45M -6,266 -13%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$10.1M -$2.9M -12,545 -22%
BAMF
134
BI Asset Management Fondsmaeglerselskab
Denmark
$9.98M -$16.6K -72 -0.2%
BC
135
Brookfield Corp
Ontario, Canada
$9.86M +$9.86M +42,700 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$9.77M -$12.2K -53 -0.1%
Man Group
137
Man Group
United Kingdom
$9.65M -$11.6M -50,919 Closed
Aberdeen Group
138
Aberdeen Group
United Kingdom
$9.6M +$1.5M +6,486 +19%
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$9.5M +$596K +2,579 +7%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$9.41M -$4.05M -17,524 -30%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$9.37M -$26.8M -116,184 -74%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$9.35M +$316K +1,366 +3%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$8.77M -$1.45M -6,283 -14%
MSV
144
MN Services Vermogensbeheer
Netherlands
$8.66M +$277K +1,200 +3%
MPM
145
Meritage Portfolio Management
Kansas
$8.17M -$257K -1,114 -3%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$8.11M -$1.38M -5,997 -15%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$8.02M +$150K +651 +2%
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$8M +$729K +3,154 +10%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$7.92M +$50.8K +220 +0.6%
Corient Private Wealth
150
Corient Private Wealth
Florida
$7.65M -$86.6K -375 -1%
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