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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 %
T
476
TOBAM
France
$63K +$13.9K +73 +28%
S
477
SignatureFD
Georgia
$62K -$9.21K -48 -13%
CCA
478
Column Capital Advisors
Indiana
$61K – – –
WPA
479
West Paces Advisors
Georgia
$59.4K – – –
WTC
480
WhitTier Trust Company
Nevada
$54K – – –
C
481
Covestor
United Kingdom
$54K +$3.24K +17 +6%
ST
482
Smithfield Trust
Pennsylvania
$53K – – –
AIM
483
Anchor Investment Management
South Carolina
$51.2K – – –
GLLW
484
Graves Light Lenhart Wealth
Virginia
$51K – – –
SLWA
485
San Luis Wealth Advisors
California
$49K +$49K +207 New
AIM
486
Achmea Investment Management
Netherlands
$46K – – –
SPIA
487
Steward Partners Investment Advisory
New York
$45K -$2.51K -13 -5%
SCA
488
Sandy Cove Advisors
Massachusetts
$45K +$4K +21 +10%
SC
489
Seldon Capital
California
$40K – – –
GRP
490
Global Retirement Partners
California
$39K +$39K +210 New
CFGS
491
Concourse Financial Group Securities
Alabama
$37K -$9.3K -49 -20%
EBA
492
Eagle Bay Advisors
New York
$34K -$20.6K -107 -38%
SFO
493
Standard Family Office
South Dakota
$32K -$38.2K -202 -54%
LC
494
Lindbrook Capital
California
$31K -$7.75K -41 -20%
TFS
495
TrustCore Financial Services
Tennessee
$30K – – –
CCM
496
Covington Capital Management
California
$30K +$29.4K +150 +5,000%
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K – – –
WT
498
Whittier Trust
California
$29K – – –
RE
499
RBC Europe
United Kingdom
$29K – – –
PB
500
Pinnacle Bancorp
Nebraska
$29K +$5.22K +27 +22%
18 19
20
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