IEX icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B 9,451,755 +57,007 +0.6%
BlackRock
2
BlackRock
New York
$1.41B 6,089,383 -142,797 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.02B 4,409,590 +1,139,638 +35%
State Street
4
State Street
Massachusetts
$677M 2,929,444 -37,287 -1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$620M 2,684,172 -52,384 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$566M 2,447,931 -362,441 -13%
Morgan Stanley
7
Morgan Stanley
New York
$492M 2,129,337 -21,997 -1%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$467M 2,020,179 +1,613 +0.1%
Impax Asset Management Group
9
Impax Asset Management Group
United Kingdom
$460M 1,990,140 +109,893 +6%
Brown Advisory
10
Brown Advisory
Maryland
$416M 1,801,958 -40,408 -2%
Invesco
11
Invesco
Georgia
$381M 1,648,741 +114,563 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$377M 1,635,086 +103,382 +7%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$371M 1,605,977 +11,645 +0.7%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$323M 1,398,750 +6,057 +0.4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$263M 1,140,161 -349,347 -23%
Barclays
16
Barclays
United Kingdom
$238M 1,028,115 -19,103 -2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$229M 991,238 +30,593 +3%
Norges Bank
18
Norges Bank
Norway
$225M 974,100 -18,129 -2%
CIP
19
Champlain Investment Partners
Vermont
$215M 930,631 -22,175 -2%
Northern Trust
20
Northern Trust
Illinois
$202M 873,618 -8,399 -1%
FAM
21
Fenimore Asset Management
New York
$172M 746,544 -3,120 -0.4%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$147M 636,103 -4,040 -0.6%
ESCM
23
Echo Street Capital Management
New York
$145M 626,651 -9,953 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$143M 618,561 -6,892 -1%
Amundi
25
Amundi
France
$143M 646,712 +94,041 +17%
1
2 3 4 5