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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 %
MA
501
MUFG Americas
New York
$13K – – –
EIM
502
Essex Investment Management
Massachusetts
$12K – – –
VCM
503
Vigilant Capital Management
Maine
$12K – – –
KFI
504
Key Financial Inc
Pennsylvania
$12K – – –
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$11K -$11.4K -56 -51%
WB
506
Webster Bank
Connecticut
$11K – – –
SWA
507
SOA Wealth Advisors
New York
$10K – – –
LCM
508
Logan Capital Management
Pennsylvania
$10K +$10K +49 New
Bank of Montreal
509
Bank of Montreal
Ontario, Canada
$9.03K -$2.14K -10,518 -19%
BWM
510
BerganKDV Wealth Management
Minnesota
$9K -$1.76K -9 -16%
CA
511
Crewe Advisors
Utah
$9K – – –
TWA
512
TCI Wealth Advisors
Arizona
$9K +$818 +4 +10%
VNA
513
Valley National Advisers
Pennsylvania
$8K – – –
CFD
514
Creative Financial Designs
Indiana
$8K – – –
VCM
515
Versant Capital Management
Arizona
$8K – – –
EARNEST Partners
516
EARNEST Partners
Georgia
$8K – – –
GWS
517
Glassman Wealth Services
Virginia
$8K +$1.76K +9 +28%
SC
518
Schubert & Co
Texas
$8K +$2.26K +11 +39%
IRC
519
Investors Research Corp
Georgia
$8K +$3.9K +19 +95%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$8K +$4.29K +22 +116%
Simplex Trading
521
Simplex Trading
Illinois
$7K -$74.7K -384 -91%
MCC
522
Money Concepts Capital
Florida
$7K – – –
JWM
523
Janiczek Wealth Management
Colorado
$7K +$1.65K +8 +31%
CAL
524
Capital Advisors Ltd
Ohio
$7K +$4.86K +25 +227%
JWA
525
JFS Wealth Advisors
Pennsylvania
$6K -$2.14K -10 -26%
19 20
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