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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 %
BAM
451
Belpointe Asset Management
Nevada
$178K -$4.22K -22 -2%
BAMF
452
BI Asset Management Fondsmaeglerselskab
Denmark
$167K -$608K -3,171 -78%
NIM
453
NuWave Investment Management
New Jersey
$162K +$162K +845 New
Bessemer Group
454
Bessemer Group
New Jersey
$161K +$3.05K +16 +2%
AG
455
AIA Group
Hong Kong
$155K -$68.7K -357 -31%
CI Investments Inc
456
CI Investments Inc
Ontario, Canada
$145K -$134K -699 -48%
Federated Hermes
457
Federated Hermes
Pennsylvania
$142K +$192 +1 +0.1%
BFEC
458
Benjamin F. Edwards & Company
Missouri
$138K +$192 +1 +0.1%
MAM
459
Meeder Asset Management
Ohio
$135K +$135K +706 New
Macquarie Group
460
Macquarie Group
Australia
$132K -$1.01K -5,281 -0.8%
Simplex Trading
461
Simplex Trading
Illinois
$124K +$109K +573 +744%
EI
462
Ellevest Inc
New York
$123K +$82.8K +431 +206%
FF
463
FourThought Financial
Florida
$119K +$5.16K +27 +5%
SIM
464
Sentry Investment Management
Wisconsin
$117K -$779K -4,061 -87%
HNB
465
Huntington National Bank
Ohio
$114K – – –
UB
466
UMB Bank
Missouri
$111K +$14.7K +77 +15%
Acadian Asset Management
467
Acadian Asset Management
Massachusetts
$101K – – –
QCG
468
Quadrant Capital Group
Ohio
$97K +$8.87K +46 +10%
DWA
469
Dougherty Wealth Advisers
Minnesota
$91K – – –
CTC
470
Central Trust Company
Missouri
$86K – – –
QC
471
Quent Capital
New York
$85K +$47.5K +247 +127%
PA
472
Parallel Advisors
California
$76K +$784 +4 +1%
IA
473
IndexIQ Advisors
New York
$70K -$1.15K -6 -2%
DGAM
474
Desjardins Global Asset Management
Quebec, Canada
$70K +$4.36K +23 +7%
PCM
475
Penserra Capital Management
California
$68K +$3.98K +21 +6%
17 18
19
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