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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 %
Pacer Advisors
476
Pacer Advisors
Pennsylvania
$31K +$6.64K +33 +27%
PB
477
Pinnacle Bancorp
Nebraska
$30K – – –
LWANC
478
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
WT
479
Whittier Trust
California
$30K – – –
TPCW
480
TD Private Client Wealth
New York
$28.8K +$600 +3 +2%
RTC
481
Riverview Trust Company
Washington
$28K – – –
DIP
482
DT Investment Partners
Pennsylvania
$27K +$27K +136 New
BIA
483
Bell Investment Advisors
California
$25K +$1.02K +5 +4%
CFO
484
CVA Family Office
Colorado
$23K – – –
TFS
485
TrustCore Financial Services
Tennessee
$22K -$10.4K -51 -32%
PFBT
486
Parkside Financial Bank & Trust
Missouri
$22K -$202 -1 -0.9%
BSB
487
Bangor Savings Bank
Maine
$20K – – –
BBHC
488
Brown Brothers Harriman & Co
New York
$19K +$19K +96 New
HIA
489
Harbor Investment Advisory
Maryland
$18K -$587 -3 -3%
HI
490
Harbour Investments
Wisconsin
$18K – – –
IAS
491
IMA Advisory Services
Colorado
$18K – – –
AIP
492
Almanack Investment Partners
Pennsylvania
$18K +$18K +92 New
FAM
493
Fred Alger Management
New York
$17K +$17K +86 New
Northwestern Mutual Wealth Management
494
Northwestern Mutual Wealth Management
Wisconsin
$16K -$2.84K -14 -15%
TCOV
495
Trust Company of Vermont
Vermont
$16K – – –
AAP
496
Arax Advisory Partners
Colorado
$15K -$395 -2 -3%
SC
497
Steph & Co
Wisconsin
$15K – – –
CHC
498
City Holding Co
West Virginia
$14K – – –
SFCL
499
Strengthening Families & Communities LLC
Massachusetts
$14K +$4.14K +21 +42%
EWA
500
EverSource Wealth Advisors
Alabama
$13K -$2K -10 -13%
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