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IDEX
IEX

Overview Fund Activity

561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M
5
Millennium Management
5
Millennium Management
New York
$99.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$170M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$2.62M
3
Ameriprise
3
Ameriprise
Minnesota
$26.3M
4
Capital World Investors
4
Capital World Investors
California
$36.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
476
Global Retirement Partners
California
$45K +$6.74K +37 +18%
WTC
477
WhitTier Trust Company
Nevada
$44K -$6.29K -35 -13%
AIM
478
Achmea Investment Management
Netherlands
$43K – – –
SPIA
479
Steward Partners Investment Advisory
New York
$43K +$726 +4 +2%
SC
480
Seldon Capital
California
$38K – – –
CFGS
481
Concourse Financial Group Securities
Alabama
$35K – – –
LC
482
Lindbrook Capital
California
$31K +$1.44K +8 +5%
TFS
483
TrustCore Financial Services
Tennessee
$29K – – –
SSG
484
Summit Securities Group
New York
$29K +$23.4K +129 +416%
CCM
485
Covington Capital Management
California
$27K -$540 -3 -2%
RE
486
RBC Europe
United Kingdom
$27K – – –
PB
487
Pinnacle Bancorp
Nebraska
$27K – – –
LWANC
488
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
WT
489
Whittier Trust
California
$27K – – –
RTC
490
Riverview Trust Company
Washington
$26K – – –
TPCW
491
TD Private Client Wealth
New York
$25.6K +$1.27K +7 +5%
CI
492
CX Institutional
Indiana
$24K +$24K +130 New
Pacer Advisors
493
Pacer Advisors
Pennsylvania
$22K -$965K -5,308 -98%
CFO
494
CVA Family Office
Colorado
$21K +$1.81K +10 +9%
BIA
495
Bell Investment Advisors
California
$21K +$21K +118 New
PFBT
496
Parkside Financial Bank & Trust
Missouri
$20K -$5.64K -31 -22%
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
HI
498
Harbour Investments
Wisconsin
$18K +$18K +99 New
BSB
499
Bangor Savings Bank
Maine
$18K +$18K +100 New
HIA
500
Harbor Investment Advisory
Maryland
$17K +$5.73K +32 +51%
18 19
20
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