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IDEX
IEX

Overview Fund Activity

572 hedge funds and large institutions have $14.1B invested in IDEX in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 234 increasing their positions, 183 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-12
Holders Change %
-2.05%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
234
Reduced
183
Closed
60
Calls
$4.32M
Puts
$9.93M
Net Calls
-$5.61M
Net Calls Change
-$1.66M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$436M
2
CVA
Ceredex Value Advisors
Florida
$65.6M
3
CIP
Champlain Investment Partners
Vermont
$215M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$208M
5
Citadel Advisors
Citadel Advisors
Florida
$50.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$81.7M
2
Invesco
Invesco
Georgia
$270M
3
Victory Capital Management
Victory Capital Management
Texas
$25.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$673M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
276
Duality Advisers
Florida
$1.26M +$1.26M +6,589 New
SIA
277
Schechter Investment Advisors
Michigan
$1.25M +$335K +1,749 +37%
FL
278
Fort LP
Maryland
$1.24M -$66.5K -347 -5%
Bank Julius Baer & Co
279
Bank Julius Baer & Co
Switzerland
$1.22M – – –
WBC
280
Westpac Banking Corp
Australia
$1.21M – – –
SAM
281
Securian Asset Management
Minnesota
$1.21M – – –
ONB
282
Old National Bancorp
Indiana
$1.18M -$348K -1,816 -23%
GT
283
Glenview Trust
Kentucky
$1.17M +$27.4K +143 +2%
TI
284
Tidal Investments
Wisconsin
$1.15M +$87.6K +457 +8%
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$1.14M -$1.23M -6,391 -52%
TRCT
286
Tower Research Capital (TRC)
New York
$1.12M +$51K +266 +5%
BG
287
Bahl & Gaynor
Ohio
$1.12M -$346K -1,803 -24%
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$1.1M – – –
SG Americas Securities
289
SG Americas Securities
New York
$1.1M -$1.92K -10 -0.2%
M
290
Mirova
France
$1.08M – – –
BCWM
291
Bartlett & Co Wealth Management
Ohio
$1.08M – – –
BC
292
Bartlett & Co
Ohio
$1.08M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
293
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.06M +$1.06M +5,516 New
BCI
294
Brinker Capital Investments
Pennsylvania
$1.05M -$20.5K -107 -2%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$1.05M +$91.4K +477 +10%
DFC
296
DB Fitzpatrick & Co
Idaho
$1.05M +$288K +1,500 +38%
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$1.04M +$14.4K +75 +1%
PCM
298
Peregrine Capital Management
Minnesota
$1.02M – – –
X
299
Xponance
Pennsylvania
$1.01M +$88.8K +463 +10%
TC
300
TwinBeech Capital
New York
$979K +$684K +3,568 +232%
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