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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Congress Asset Management
Massachusetts
$113M 587,347 +8,576 +1%
Luther King Capital Management (LKCM)
27
Luther King Capital Management (LKCM)
Texas
$109M 568,750 +7,361 +1%
Goldman Sachs
28
Goldman Sachs
New York
$108M 565,678 +93,619 +20%
Charles Schwab
29
Charles Schwab
California
$105M 549,746 +16,831 +3%
Amundi
30
Amundi
France
$103M 526,519 -16,358 -3%
Legal & General Group
31
Legal & General Group
United Kingdom
$102M 530,461 -15,391 -3%
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$101M 526,620 +43,089 +9%
Allianz Asset Management
33
Allianz Asset Management
Germany
$93.6M 488,005 -82,189 -14%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$84M 437,952 +19,225 +5%
UBS AM
35
UBS AM
Illinois
$83.3M 434,243 +14,754 +4%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$82.8M 431,910 -30,027 -7%
Capital World Investors
37
Capital World Investors
California
$81.7M 425,680 -1,411,498 -77%
SCM
38
Snyder Capital Management
California
$80.6M 420,178 -10,815 -3%
Ameriprise
39
Ameriprise
Minnesota
$75M 393,147 -6,415 -2%
Primecap Management
40
Primecap Management
California
$75M 391,105 -17,980 -4%
BAMCO Inc
41
BAMCO Inc
New York
$73.1M 381,255 -2,068 -0.5%
CIM
42
CCLA Investment Management
United Kingdom
$68.3M 365,212 +12,548 +4%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$67.3M 350,876 +766 +0.2%
First Trust Advisors
44
First Trust Advisors
Illinois
$66.1M 344,750 +36,446 +12%
PPA
45
Parametric Portfolio Associates
Washington
$66.1M 344,704 +46,681 +16%
CVA
46
Ceredex Value Advisors
Florida
$65.6M 342,184 +342,184 New
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$63.3M 330,093 -4,968 -1%
Swiss National Bank
48
Swiss National Bank
Switzerland
$63.2M 329,370 +40,400 +14%
Millennium Management
49
Millennium Management
New York
$62.5M 325,821 +146,502 +82%
ClearBridge Investments
50
ClearBridge Investments
New York
$62.1M 324,106 -17 -0%
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