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IDEX
IEX

Overview Fund Activity

584 hedge funds and large institutions have $17.5B invested in IDEX in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+45
Holders Change %
+8.35%
% of All Funds
9.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
219
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.43B
2
Barclays
2
Barclays
United Kingdom
$230M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$69.3M
4
Amundi
4
Amundi
France
$126M
5
ESCM
5
Echo Street Capital Management
New York
$158M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$578M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$370K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$896M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$333M
5
PC
5
Port Capital
Illinois
$72.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
551
Amplius Wealth Advisors
Pennsylvania
$5K +$5K +24 New
SSB
552
Sandy Spring Bank
Maryland
$4K – – –
WTA
553
Washington Trust Advisors
Massachusetts
$4K +$4K +16 New
AIP
554
Ahrens Investment Partners
Louisiana
$4K +$4K +16 New
GFPC
555
Global Financial Private Client
Florida
$3.55K – – –
SC
556
Stephens Consulting
Michigan
$3.55K +$3.55K +15 New
MCM
557
MV Capital Management
Maryland
$3K +$1.39K +6 +86%
AF
558
Allworth Financial
California
$3K +$1.64K +6 +120%
TWC
559
TD Waterhouse Canada
Ontario, Canada
$2.59K +$2.59K +11 New
CFA
560
Carroll Financial Associates
North Carolina
$2K -$20.3K -122 -91%
ZB
561
Zions Bancorporation
Utah
$2K -$222 -1 -10%
ADL
562
Asset Dedication LLC
California
$2K – – –
UFF
563
USA Financial Formulas
Michigan
$2K – – –
EW
564
Evoke Wealth
California
$2K – – –
BAM
565
Bellevue Asset Management
Washington
$2K – – –
PMFA
566
Plante Moran Financial Advisors
Michigan
$2K +$2K +7 New
JWA
567
JFS Wealth Advisors
Pennsylvania
$2K +$2K +7 New
AP
568
Arlington Partners
Alabama
$2K +$2K +8 New
KFP
569
KB Financial Partners
New Jersey
$2K +$2K +9 New
LF
570
Lee Financial
Texas
$2K +$2K +10 New
SWA
571
Sutton Wealth Advisors
Florida
$1.89K – – –
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$1.42K – – –
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$1K -$250 -1 -20%
CA
574
Clearstead Advisors
Ohio
$1K – – –
CCM
575
Covington Capital Management
California
$1K – – –
21 22
23
24 25