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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 %
CA
526
Clearstead Advisors
Ohio
$6K +$6K +28 New
BTI
527
Blue Trust Inc
Georgia
$6K +$6K +33 New
AssetMark Inc
528
AssetMark Inc
California
$5K – – –
PWMG
529
Prestige Wealth Management Group
New Jersey
$5K – – –
EW
530
Evoke Wealth
California
$5K +$1.6K +8 +47%
AWM
531
Activest Wealth Management
Florida
$5K +$5K +25 New
PTC
532
Private Trust Company
Ohio
$4K – – –
WTA
533
Washington Trust Advisors
Massachusetts
$4K +$632 +3 +19%
GFPC
534
Global Financial Private Client
Florida
$3.08K – – –
MDCM
535
Morgan Dempsey Capital Management
Wisconsin
$3K +$3K +13 New
SC
536
Stephens Consulting
Michigan
$3K – – –
ADL
537
Asset Dedication LLC
California
$2K – – –
ZB
538
Zions Bancorporation
Utah
$2K – – –
KFP
539
KB Financial Partners
New Jersey
$2K – – –
GAG
540
Goodman Advisory Group
Massachusetts
$2K – – –
DI
541
Disciplined Investments
Oklahoma
$2K +$182 +1 +10%
SWA
542
Sutton Wealth Advisors
Florida
$1.6K – – –
LF
543
Lee Financial
Texas
$1K – – –
MCM
544
Manchester Capital Management
Vermont
$1K – – –
LIM
545
Longfellow Investment Management
Massachusetts
$1K – – –
MCM
546
MV Capital Management
Maryland
$1K +$250 +1 +33%
SIC
547
SJS Investment Consulting
Ohio
$1K +$1K +6 New
EWM
548
Evermay Wealth Management
Virginia
$1K +$1K +7 New
MOS
549
MGO One Seven
Ohio
$486 -$101 -507 -17%
ACM
550
Absolute Capital Management
Pennsylvania
$401 +$401 +2 New
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