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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 %
GAM
501
Gemmer Asset Management
California
$28K +$1.5K +8 +6%
JWM
502
Janiczek Wealth Management
Colorado
$27K -$27.2K -140 -50%
PFBT
503
Parkside Financial Bank & Trust
Missouri
$27K +$14.7K +77 +120%
RTC
504
Riverview Trust Company
Washington
$27K +$27K +142 New
O
505
Ossiam
France
$26K – – –
TPCW
506
TD Private Client Wealth
New York
$25.7K +$7.86K +41 +44%
AF
507
Allworth Financial
California
$25K +$22.9K +118 +1,073%
FHA
508
First Horizon Advisors
Tennessee
$23K -$98.9K -516 -81%
FPS
509
Fieldpoint Private Securities
Connecticut
$21K – – –
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
CFO
511
CVA Family Office
Colorado
$20K -$1.89K -10 -9%
AAP
512
Arax Advisory Partners
Colorado
$20K -$377 -2 -2%
EWA
513
EverSource Wealth Advisors
Alabama
$18K -$8.31K -42 -32%
OC
514
Oakworth Capital
Alabama
$18K – – –
IAS
515
IMA Advisory Services
Colorado
$17K – – –
SC
516
Steph & Co
Wisconsin
$16K – – –
SWA
517
SOA Wealth Advisors
New York
$15K – – –
CHC
518
City Holding Co
West Virginia
$13K – – –
MA
519
MUFG Americas
New York
$13K – – –
VCM
520
Vigilant Capital Management
Maine
$12K – – –
HIA
521
Harbor Investment Advisory
Maryland
$12K – – –
EIM
522
Essex Investment Management
Massachusetts
$12K – – –
BWM
523
BerganKDV Wealth Management
Minnesota
$11K – – –
KFI
524
Key Financial Inc
Pennsylvania
$11K – – –
MCC
525
Money Concepts Capital
Florida
$11K +$11K +56 New
19 20
21
22 23