Signals

IPEX

41 in-universe funds with a nonzero position in IPEX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18547
Score / z0.000 / -0.02
Consensus7.23 over 24 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 11.1 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 10.1 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
LINDEN ADVISORS LP CIK 0001279396 0.256 638 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Westchester Capital Management, LLC CIK 0001512805 0.333 300 5.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 2.6 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
DLD Asset Management, LP CIK 0001578299 0.099 392 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shaolin Capital Management LLC CIK 0001766806 0.046 546 1.4 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TENOR CAPITAL MANAGEMENT Co., L.P. CIK 0001346554 0.176 549 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Radcliffe Capital Management, L.P. CIK 0001218275 0.128 450 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Crossingbridge Advisors, LLC CIK 0001770024 0.046 152 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERISCOPE CAPITAL INC. CIK 0001695320 0.049 462 1.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
HEIGHTS CAPITAL MANAGEMENT, INC CIK 0001081698 0.005 323 1.0 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
METEORA CAPITAL, LLC CIK 0001905106 0.046 428 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RLH Capital LLC CIK 0002008031 0.009 130 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.2 0.1% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bulldog Investors, LLP CIK 0001504304 0.136 225 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
MIZUHO SECURITIES USA LLC CIK 0000812291 0.787 684 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IPEX). Qtrs Held counts distinct quarters this fund has actually held IPEX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IPEX position size. Δ columns are the percentage-point change in IPEX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status