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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 %
FL
351
Fort LP
Maryland
$522K -$332K -1,661 -39%
SP
352
Symmetry Partners
Connecticut
$521K – – –
GT
353
Glenmede Trust
Pennsylvania
$515K +$2.6K +13 +0.5%
Stifel Financial
354
Stifel Financial
Missouri
$514K -$19.4K -97 -4%
KC
355
Kepos Capital
New York
$510K -$109K -544 -18%
VFA
356
Voya Financial Advisors
Connecticut
$500K -$15K -75 -3%
TAM
357
Tocqueville Asset Management
New York
$500K – – –
S
358
Seeyond
France
$495K -$27.6K -138 -5%
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$486K +$17.4K +87 +4%
AWM
360
Avior Wealth Management
Nebraska
$478K +$9.38K +47 +2%
BTWM
361
Baker Tilly Wealth Management
Wisconsin
$459K -$7K -35 -2%
HI
362
Horizon Investments
North Carolina
$459K +$459K +2,304 New
PHS
363
Pekin Hardy Strauss
Illinois
$450K – – –
BMO
364
Beck Mack & Oliver
New York
$450K – – –
WG
365
Welch Group
Alabama
$439K – – –
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
$421K -$157K -786 -27%
TCM
367
Twin Capital Management
Pennsylvania
$420K -$5.8K -29 -1%
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$404K -$66K -330 -14%
PP
369
Prudential plc
United Kingdom
$389K +$50.2K +251 +15%
SIM
370
Studio Investment Management
Illinois
$387K -$1.8K -9 -0.5%
PF
371
Phoenix Financial
Israel
$385K -$47.1K -233 -11%
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$382K +$96.7K +484 +34%
OPPTF
373
OPSEU Pension Plan Trust Fund
Ontario, Canada
$381K +$2.04K +10 +0.5%
SG Americas Securities
374
SG Americas Securities
New York
$371K -$846K -4,239 -70%
PAS
375
Park Avenue Securities
New York
$369K +$30K +150 +9%
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15
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