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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 %
AWS
376
Atria Wealth Solutions
New York
$368K +$2.2K +11 +0.6%
MGP
377
Metis Global Partners
California
$365K +$59.4K +298 +19%
BBVA
378
Banco Bilbao Vizcaya Argentaria
Spain
$360K -$8.2K -41 -2%
ARMT
379
Amica Retiree Medical Trust
Rhode Island
$358K -$160K -798 -31%
VI
380
Vestcor Inc
New Brunswick, Canada
$358K +$4K +20 +1%
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$351K – – –
MYAM
382
Meiji Yasuda Asset Management
Japan
$341K +$26K +130 +8%
AMCA
383
Arthur M. Cohen & Associates
Illinois
$340K – – –
ZCA
384
Zeke Capital Advisors
Pennsylvania
$339K – – –
EF
385
Empirical Finance
Pennsylvania
$339K +$59.1K +296 +21%
YWP
386
YorkBridge Wealth Partners
New York
$336K -$2.4K -12 -0.7%
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$335K -$799 -4 -0.2%
SYBT
388
Stock Yards Bank & Trust
Kentucky
$335K – – –
HWAM
389
Hennion & Walsh Asset Management
New Jersey
$322K +$6.4K +32 +2%
AWM
390
Axxcess Wealth Management
California
$320K +$320K +1,599 New
ECM
391
Estabrook Capital Management
New York
$320K – – –
TWC
392
TD Waterhouse Canada
Ontario, Canada
$307K – – –
AA
393
ALPS Advisors
Colorado
$305K -$53K -265 -15%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$304K +$14K +70 +5%
RIM
395
Redpoint Investment Management
Australia
$292K – – –
CCA
396
Checchi Capital Advisers
California
$292K +$7.19K +36 +3%
QI
397
Qtron Investments
Massachusetts
$291K +$291K +1,458 New
BPC
398
Banque Pictet & Cie
Switzerland
$287K +$287K +1,438 New
KPWS
399
Kestra Private Wealth Services
Texas
$287K +$12.6K +63 +5%
RWB
400
RMR Wealth Builders
New Jersey
$287K +$33.8K +169 +13%
14 15
16
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