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

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
426
Comerica Securities
Michigan
$319K +$7.76K +34 +2%
VFA
427
Values First Advisors
Tennessee
$317K +$73K +320 +30%
ASN
428
Advisory Services Network
Georgia
$314K +$314K +1,373 New
LWAM
429
Legacy Wealth Asset Management
Minnesota
$306K +$37.4K +164 +14%
CTC
430
Central Trust Company
Missouri
$304K +$214K +938 +238%
CFG
431
Cooper Financial Group
California
$304K +$11.9K +52 +4%
MHIC
432
Marble Harbor Investment Counsel
Massachusetts
$299K – – –
BPC
433
Banque Pictet & Cie
Switzerland
$299K -$29.5K -129 -9%
BW
434
Bison Wealth
Georgia
$296K – – –
GT
435
Greenleaf Trust
Michigan
$292K +$21.2K +93 +8%
FC
436
FORA Capital
Florida
$291K -$641K -2,806 -69%
PA
437
Procyon Advisors
Connecticut
$283K – – –
VCM
438
Virtue Capital Management
Tennessee
$282K +$282K +1,235 New
OWM
439
OneAscent Wealth Management
Alabama
$279K +$279K +1,224 New
YIA
440
YHB Investment Advisors
Connecticut
$277K – – –
ACM
441
Aquatic Capital Management
Illinois
$274K +$274K +1,200 New
LNC
442
Lincoln National Corp
Pennsylvania
$272K +$272K +1,189 New
CA
443
Centerpoint Advisors
Massachusetts
$271K – – –
KPWS
444
Kestra Private Wealth Services
Texas
$269K -$58.5K -256 -18%
OFS
445
OneAscent Financial Services
Alabama
$268K +$268K +1,173 New
TMAM
446
Tokio Marine Asset Management
Japan
$268K +$23.1K +101 +9%
VAS
447
Vestmark Advisory Solutions
Massachusetts
$267K -$54.1K -237 -17%
AT
448
American Trust
Kentucky
$267K +$267K +1,170 New
FWA
449
FSM Wealth Advisors
Ohio
$267K +$12.3K +54 +5%
ACM
450
Acrisure Capital Management
Texas
$267K +$267K +1,169 New
16 17
18
19 20