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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 %
T
451
TOBAM
France
$96K +$30.3K +152 +46%
DWA
452
Dougherty Wealth Advisers
Minnesota
$95K – – –
AG
453
AIA Group
Hong Kong
$91K -$70.2K -351 -44%
EBA
454
Eagle Bay Advisors
New York
$87K +$2.22K +11 +3%
SOW
455
State of Wyoming
Wyoming
$85K -$12.4K -62 -13%
PA
456
Parallel Advisors
California
$84K +$8.78K +44 +12%
QC
457
Quent Capital
New York
$80K – – –
CTC
458
Central Trust Company
Missouri
$79K -$10.4K -52 -12%
PCM
459
Penserra Capital Management
California
$72K +$1.59K +8 +2%
IA
460
IFP Advisors
Florida
$70K +$64.9K +447 +1,277%
CCM
461
Covington Capital Management
California
$66K +$36.1K +181 +121%
CCA
462
Column Capital Advisors
Indiana
$63K – – –
WPA
463
West Paces Advisors
Georgia
$62K – – –
NR
464
Newfound Research
Massachusetts
$59K +$59K +294 New
GRP
465
Global Retirement Partners
California
$57K +$2.43K +11 +4%
SFO
466
Standard Family Office
South Dakota
$56K – – –
ST
467
Smithfield Trust
Pennsylvania
$55K – – –
AIM
468
Anchor Investment Management
South Carolina
$53.4K – – –
WTC
469
WhitTier Trust Company
Nevada
$49K – – –
AIM
470
Achmea Investment Management
Netherlands
$47K – – –
SPIA
471
Steward Partners Investment Advisory
New York
$47K – – –
CFGS
472
Concourse Financial Group Securities
Alabama
$45K +$5.65K +28 +14%
SC
473
Seldon Capital
California
$42K – – –
AF
474
Allworth Financial
California
$40K +$33.2K +167 +491%
LC
475
Lindbrook Capital
California
$36K +$1.98K +10 +6%
17 18
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