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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 %
KC
326
Kenfarb & Co
Kentucky
$823K – – –
YIH
327
Y-Intercept (HK)
Hong Kong
$752K +$752K +3,923 New
CFB
328
Cullen/Frost Bankers
Texas
$743K -$10.9K -57 -1%
RJFSA
329
Raymond James Financial Services Advisors
Florida
$739K -$144K -749 -16%
CII
330
Capital International Inc
California
$711K -$6.01M -31,363 -89%
Commonwealth Equity Services
331
Commonwealth Equity Services
Massachusetts
$703K +$48.1K +251 +7%
TCA
332
Tortoise Capital Advisors
Kansas
$688K -$143K -745 -17%
SWP
333
Stratos Wealth Partners
Ohio
$679K -$767 -4 -0.1%
KC
334
Kepos Capital
New York
$675K -$7.67K -40 -1%
FA
335
FDx Advisors
Illinois
$668K +$141K +734 +27%
FA
336
Fagan Associates
New York
$667K – – –
CI
337
Capital International
California
$656K -$4.5M -23,428 -87%
BMSSC
338
B. Metzler seel. Sohn & Co
Germany
$632K – – –
American Century Companies
339
American Century Companies
Missouri
$623K +$159K +829 +34%
SWM
340
Segment Wealth Management
Texas
$618K – – –
OTPPB
341
Ontario Teachers' Pension Plan Board
Ontario, Canada
$618K +$318K +1,660 +106%
AssetMark Inc
342
AssetMark Inc
California
$614K +$331K +1,729 +117%
SB
343
Simmons Bank
Arkansas
$606K -$29.7K -155 -5%
OPPTF
344
OPSEU Pension Plan Trust Fund
Ontario, Canada
$602K +$25K +130 +4%
GAM
345
Gotham Asset Management
New York
$600K +$600K +3,129 New
SO
346
STRS Ohio
Ohio
$590K -$169K -885 -22%
GAM
347
Guinness Asset Management
United Kingdom
$587K – – –
KeyBank National Association
348
KeyBank National Association
Ohio
$585K +$6.33K +33 +1%
Creative Planning
349
Creative Planning
Kansas
$583K +$11.1K +58 +2%
NMIMC
350
Northwestern Mutual Investment Management Company
Wisconsin
$580K -$75.7K -395 -12%
12 13
14
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