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IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$133M
2
CIP
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
Goldman Sachs
New York
$64.1M
5
Brown Advisory
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
Apollon Wealth Management
South Carolina
$418K +$418K +1,832 New
AWS
402
Atria Wealth Solutions
New York
$412K -$8.91K -39 -2%
PF
403
Phoenix Financial
Israel
$409K -$29.7K -129 -7%
VI
404
Vestcor Inc
New Brunswick, Canada
$409K – – –
AMCA
405
Arthur M. Cohen & Associates
Illinois
$388K – – –
WPC
406
Wedmont Private Capital
Pennsylvania
$386K +$386K +1,662 New
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$383K +$228 +1 +0.1%
SYBT
408
Stock Yards Bank & Trust
Kentucky
$381K -$914 -4 -0.2%
ECM
409
Estabrook Capital Management
New York
$365K – – –
HWAM
410
Hennion & Walsh Asset Management
New Jersey
$364K -$4.12K -18 -1%
BFG
411
Bleakley Financial Group
New Jersey
$351K +$351K +1,537 New
AWAU
412
Alliance Wealth Advisors (Utah)
Utah
$350K +$350K +1,535 New
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$347K -$457 -2 -0.1%
TWC
414
TD Waterhouse Canada
Ontario, Canada
$347K +$2.75K +12 +0.8%
AA
415
ALPS Advisors
Colorado
$345K -$3.2K -14 -0.9%
TRCT
416
Tower Research Capital (TRC)
New York
$341K -$478K -2,088 -58%
KA
417
Kintegral Advisory
New York
$335K +$335K +1,468 New
YWP
418
YorkBridge Wealth Partners
New York
$335K -$48.6K -213 -13%
QI
419
Qtron Investments
Massachusetts
$333K – – –
CCA
420
Checchi Capital Advisers
California
$329K -$5.48K -24 -2%
RWB
421
RMR Wealth Builders
New Jersey
$328K – – –
IC
422
IEQ Capital
California
$326K +$7.31K +32 +2%
AA
423
Advisory Alpha
Michigan
$322K – – –
WAM
424
Wallington Asset Management
Indiana
$320K – – –
SIM
425
Sentry Investment Management
Wisconsin
$320K +$145K +634 +83%
15 16
17
18 19