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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 %
WB
526
Webster Bank
Connecticut
$10K – – –
SFCL
527
Strengthening Families & Communities LLC
Massachusetts
$10K +$10K +50 New
TFO
528
Tarbox Family Office
California
$9K -$2.54K -13 -22%
FAG
529
Fortitude Advisory Group
Washington
$8K – – –
TWA
530
TCI Wealth Advisors
Arizona
$8K – – –
VCM
531
Versant Capital Management
Arizona
$8K – – –
CFD
532
Creative Financial Designs
Indiana
$8K – – –
VNA
533
Valley National Advisers
Pennsylvania
$7K – – –
EARNEST Partners
534
EARNEST Partners
Georgia
$7K – – –
CWP
535
Concord Wealth Partners
Virginia
$6K – – –
IA
536
IFP Advisors
Florida
$6K +$1.37K +8 +30%
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$6K +$2.32K +12 +63%
GWS
538
Glassman Wealth Services
Virginia
$6K +$2.36K +13 +65%
SSG
539
Summit Securities Group
New York
$6K +$6K +31 New
PWMG
540
Prestige Wealth Management Group
New Jersey
$5K – – –
LWA
541
Lenox Wealth Advisors
New York
$5K +$3.89K +21 +350%
MFT
542
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +26 New
PFGIA
543
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$421 -2 -10%
TJHA
544
Thomas J. Herzfeld Advisors
Florida
$4K – – –
Lazard Asset Management
545
Lazard Asset Management
New York
$4K +$4K +21 New
T
546
TCWP
Ohio
$4K +$4K +26 New
AIP
547
Ahrens Investment Partners
Louisiana
$3K – – –
WTA
548
Washington Trust Advisors
Massachusetts
$3K – – –
EW
549
Evoke Wealth
California
$3K +$1.41K +8 +89%
JWA
550
JFS Wealth Advisors
Pennsylvania
$3K +$1.83K +11 +157%
20 21
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