IEX icon

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 %
FWA
426
FSM Wealth Advisors
Ohio
$223K – – –
CP
427
Covenant Partners
Tennessee
$221K -$40.1K -201 -15%
TMAM
428
Tokio Marine Asset Management
Japan
$214K +$214K +1,072 New
VFA
429
Values First Advisors
Tennessee
$213K -$12.4K -62 -5%
GD
430
Grandfield & Dodd
New York
$210K +$210K +1,062 New
V
431
Veritable
Delaware
$208K +$208K +1,040 New
E
432
Ergoteles
New York
$202K +$202K +1,009 New
CCA
433
Cobblestone Capital Advisors
New York
$202K +$202K +1,012 New
Bessemer Group
434
Bessemer Group
New Jersey
$201K +$18K +90 +10%
DP
435
Dearborn Partners
Illinois
$200K +$200K +1,003 New
WFA
436
Wipfli Financial Advisors
Wisconsin
$199K +$199K +995 New
AIP
437
Ameritas Investment Partners
Nebraska
$193K – – –
BAM
438
Belpointe Asset Management
Nevada
$188K +$3.19K +16 +2%
WI
439
Wahed Invest
New York
$173K +$11.4K +57 +7%
BFEC
440
Benjamin F. Edwards & Company
Missouri
$156K +$11.8K +59 +8%
SIM
441
Sentry Investment Management
Wisconsin
$153K +$50.9K +255 +50%
FF
442
FourThought Financial
Florida
$143K +$12.8K +64 +10%
CI Investments Inc
443
CI Investments Inc
Ontario, Canada
$125K +$16K +80 +15%
MAM
444
Meeder Asset Management
Ohio
$121K +$19.6K +98 +19%
S
445
SignatureFD
Georgia
$115K +$28.9K +144 +34%
QCG
446
Quadrant Capital Group
Ohio
$109K +$12.4K +62 +13%
UB
447
UMB Bank
Missouri
$102K -$5.18K -26 -5%
HNB
448
Huntington National Bank
Ohio
$100K – – –
FHA
449
First Horizon Advisors
Tennessee
$99K – – –
C
450
Covestor
United Kingdom
$99K +$10.4K +52 +12%
16 17
18
19 20