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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 %
AA
401
Advisory Alpha
Michigan
$282K – – –
VAS
402
Vestmark Advisory Solutions
Massachusetts
$281K -$599 -3 -0.2%
WAM
403
Wallington Asset Management
Indiana
$280K – – –
APA
404
American Portfolios Advisors
New York
$280K -$7.39K -37 -3%
IC
405
IEQ Capital
California
$279K +$279K +1,396 New
CS
406
Comerica Securities
Michigan
$272K -$16K -80 -6%
PAG
407
Private Advisor Group
New Jersey
$266K -$263K -1,320 -50%
MHIC
408
Marble Harbor Investment Counsel
Massachusetts
$262K – – –
NIMI
409
Natixis Investment Managers International
France
$256K -$997K -5,000 -80%
CFG
410
Cooper Financial Group
California
$256K +$25.6K +128 +11%
BW
411
Bison Wealth
Georgia
$253K – – –
PA
412
Procyon Advisors
Connecticut
$247K -$399 -2 -0.2%
YIA
413
YHB Investment Advisors
Connecticut
$243K – – –
CCP
414
Corient Capital Partners
California
$241K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
415
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$240K +$240K +1,200 New
ECM
416
Element Capital Management
New York
$238K – – –
CA
417
Centerpoint Advisors
Massachusetts
$237K -$3K -15 -1%
GT
418
Greenleaf Trust
Michigan
$237K +$17K +85 +8%
LWAM
419
Legacy Wealth Asset Management
Minnesota
$235K +$1.2K +6 +0.5%
GTCM
420
Gyon Technologies Capital Management
New Jersey
$235K +$235K +1,175 New
ATC
421
Argent Trust Co
Tennessee
$230K -$1.4K -7 -0.6%
CWM
422
CIBC World Markets
New York
$229K -$832K -4,161 -78%
EI
423
Ellevest Inc
New York
$229K +$97.5K +488 +74%
RJT
424
Raymond James Trust
Florida
$227K +$227K +1,136 New
BAMF
425
BI Asset Management Fondsmaeglerselskab
Denmark
$224K +$150K +748 +202%
15 16
17
18 19