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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.

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$640M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$382M
3
Macquarie Group
3
Macquarie Group
Australia
$1.39M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$241M
5
Invesco
5
Invesco
Georgia
$299M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.01B 9,355,685 -96,070 -1%
BlackRock
2
BlackRock
New York
$1.28B 5,962,650 -126,733 -2%
State Street
3
State Street
Massachusetts
$644M 2,993,760 +64,316 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$640M 2,973,971 -1,435,619 -33%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$511M 2,375,980 -71,951 -3%
Morgan Stanley
6
Morgan Stanley
New York
$498M 2,314,958 +185,621 +9%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$454M 2,107,500 +117,360 +6%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$392M 1,821,613 -198,566 -10%
AllianceBernstein
9
AllianceBernstein
Tennessee
$382M 1,772,529 -911,643 -34%
Brown Advisory
10
Brown Advisory
Maryland
$377M 1,751,339 -50,619 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$361M 1,680,394 +45,308 +3%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$358M 1,662,869 +56,892 +4%
Invesco
13
Invesco
Georgia
$299M 1,387,410 -261,331 -16%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$241M 1,118,444 -280,306 -20%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$238M 1,107,227 +115,989 +12%
Barclays
16
Barclays
United Kingdom
$238M 1,106,655 +78,540 +8%
CIP
17
Champlain Investment Partners
Vermont
$230M 1,068,996 +138,365 +15%
Amundi
18
Amundi
France
$218M 1,019,523 +372,811 +58%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$202M 939,134 -201,027 -18%
Norges Bank
20
Norges Bank
Norway
$189M 879,344 -94,756 -10%
FAM
21
Fenimore Asset Management
New York
$160M 744,154 -2,390 -0.3%
Northern Trust
22
Northern Trust
Illinois
$159M 740,596 -133,022 -15%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$138M 641,326 +5,223 +0.8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$130M 602,511 -16,050 -3%
Charles Schwab
25
Charles Schwab
California
$126M 585,983 -2,813 -0.5%
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