IEX icon

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
1
AllianceBernstein
Tennessee
$436M
2
CVA
2
Ceredex Value Advisors
Florida
$65.6M
3
CIP
3
Champlain Investment Partners
Vermont
$215M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$208M
5
Citadel Advisors
5
Citadel Advisors
Florida
$50.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$81.7M
2
Invesco
2
Invesco
Georgia
$270M
3
Victory Capital Management
3
Victory Capital Management
Texas
$25.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$673M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
426
Stock Yards Bank & Trust
Kentucky
$244K – – –
KAS
427
Kestra Advisory Services
Texas
$244K +$14K +73 +6%
BW
428
Bison Wealth
Georgia
$243K – – –
RWB
429
RMR Wealth Builders
New Jersey
$243K +$243K +1,268 New
OWM
430
OneAscent Wealth Management
Alabama
$242K +$242K +1,263 New
HSA
431
HBK Sorce Advisory
Pennsylvania
$241K -$80.3K -419 -25%
PA
432
Procyon Advisors
Connecticut
$238K – – –
QCM
433
Quantinno Capital Management
New York
$237K +$9.21K +48 +4%
YIA
434
YHB Investment Advisors
Connecticut
$233K +$20.2K +105 +9%
IRF
435
IBM Retirement Fund
New York
$231K -$10.7K -56 -4%
VI
436
Vestcor Inc
New Brunswick, Canada
$231K +$50.9K +265 +28%
MGP
437
Metis Global Partners
California
$230K +$230K +1,205 New
LWAM
438
Legacy Wealth Asset Management
Minnesota
$228K +$1.73K +9 +0.8%
CFG
439
Cooper Financial Group
California
$228K +$7.27K +38 +3%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$226K +$58.4K +305 +35%
FCH
441
Freestone Capital Holdings
Washington
$225K +$225K +1,174 New
OFS
442
OneAscent Financial Services
Alabama
$217K +$15.5K +81 +8%
PFO
443
Pathstone Family Office
New Jersey
$216K -$20.2K -105 -9%
ATC
444
Argent Trust Co
Tennessee
$216K +$7.85K +41 +4%
HWAM
445
Hennion & Walsh Asset Management
New Jersey
$216K +$216K +1,129 New
CP
446
Covenant Partners
Tennessee
$212K -$15.1K -79 -7%
BPA
447
Beacon Pointe Advisors
California
$205K +$205K +1,071 New
RJT
448
Raymond James Trust
Florida
$203K -$12.7K -66 -6%
GD
449
Grandfield & Dodd
New York
$200K -$9.42K -50 -4%
AIP
450
Ameritas Investment Partners
Nebraska
$186K -$15.3K -80 -8%
16 17
18
19 20