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IDEX
IEX

Overview Fund Activity

552 hedge funds and large institutions have $14.8B invested in IDEX in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 203 increasing their positions, 188 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-9
Holders Change %
-1.6%
% of All Funds
9.55%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
53
Increased
203
Reduced
188
Closed
57
Calls
$6.32M
Puts
$5.16M
Net Calls
+$1.16M
Net Calls Change
+$26.1M

Top Buyers

1
Invesco
Invesco
Georgia
$282M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.84B
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$320M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$285M
5
Fisher Asset Management
Fisher Asset Management
Washington
$25.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$26.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$592M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$383M
4
Brown Advisory
Brown Advisory
Maryland
$400M
5
CVA
Ceredex Value Advisors
Florida
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
Montag & Associates
Georgia
$1.55M +$133K +663 +9%
Janus Henderson Group
252
Janus Henderson Group
United Kingdom
$1.54M -$173K -866 -10%
DC
253
Diametric Capital
Massachusetts
$1.51M +$1.51M +7,555 New
BCIM
254
British Columbia Investment Management
British Columbia, Canada
$1.49M -$266K -1,330 -15%
MML Investors Services
255
MML Investors Services
Massachusetts
$1.47M +$30.6K +153 +2%
CGH
256
Crossmark Global Holdings
Texas
$1.47M -$48.4K -242 -3%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$1.45M -$29.2K -146 -2%
BA
258
Bard Associates
Illinois
$1.42M – – –
CG
259
Colony Group
Massachusetts
$1.41M +$2.6K +13 +0.2%
LPL Financial
260
LPL Financial
California
$1.4M +$128K +640 +10%
AS
261
Altshuler Shaham
Israel
$1.35M +$4.2K +21 +0.3%
VPIM
262
Vanguard Personalized Indexing Management
California
$1.33M +$209K +1,044 +19%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$1.31M +$631K +3,159 +93%
AAM
264
Azzad Asset Management
Virginia
$1.29M – – –
WBC
265
Westpac Banking Corp
Australia
$1.26M – – –
SAM
266
Securian Asset Management
Minnesota
$1.26M +$20K +100 +2%
Bank of Nova Scotia
267
Bank of Nova Scotia
Ontario, Canada
$1.26M -$4.6K -23 -0.4%
DT
268
Diversified Trust
Tennessee
$1.25M +$58.3K +292 +5%
GT
269
Glenview Trust
Kentucky
$1.25M – – –
FBT
270
First Bank & Trust
South Dakota
$1.23M +$53K +265 +4%
SIA
271
Schechter Investment Advisors
Michigan
$1.22M -$131K -656 -10%
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
$1.19M +$1.08M +5,431 +1,031%
KRS
273
Kentucky Retirement Systems
Kentucky
$1.18M +$53.4K +267 +5%
Mariner
274
Mariner
Kansas
$1.17M +$1.17M +5,864 New
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$1.17M +$24K +120 +2%
9 10
11
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