IEX icon

IDEX
IEX

Overview Fund Activity

610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$747M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.15B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$51.9M
5
Norges Bank
5
Norges Bank
Norway
$227M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$133M
2
CIP
2
Champlain Investment Partners
Vermont
$218M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$84.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
551
Webster Bank
Connecticut
$12K – – –
SWA
552
SOA Wealth Advisors
New York
$11.6K – – –
KFI
553
Key Financial Inc
Pennsylvania
$11.6K – – –
AWM
554
Accurate Wealth Management
Florida
$10.8K +$10.8K +46 New
DAM
555
Delta Asset Management
Tennessee
$10.3K +$10.3K +45 New
TWA
556
TCI Wealth Advisors
Arizona
$10K – – –
BWM
557
BerganKDV Wealth Management
Minnesota
$9.66K -$920 -4 -9%
VCM
558
Versant Capital Management
Arizona
$9.36K – – –
FFA
559
Farther Finance Advisors
California
$9.36K +$9.36K +41 New
GWS
560
Glassman Wealth Services
Virginia
$9.13K -$228 -1 -2%
CFD
561
Creative Financial Designs
Indiana
$9.13K – – –
SC
562
Schubert & Co
Texas
$9.13K +$228 +1 +3%
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
IRC
564
Investors Research Corp
Georgia
$8.91K – – –
EARNEST Partners
565
EARNEST Partners
Georgia
$8.91K – – –
CAL
566
Capital Advisors Ltd
Ohio
$8K – – –
VNA
567
Valley National Advisers
Pennsylvania
$8K – – –
CTA
568
Colonial Trust Advisors
South Carolina
$7.99K +$7.99K +35 New
CWP
569
Concord Wealth Partners
Virginia
$7.99K +$7.99K +35 New
PO
570
Private Ocean
California
$7.08K +$7.08K +31 New
JWA
571
JFS Wealth Advisors
Pennsylvania
$6.85K +$457 +2 +7%
QL
572
Quarry LP
New York
$6.62K +$6.62K +29 New
IAA
573
Independent Advisor Alliance
North Carolina
$6.43K – – –
CA
574
Clearstead Advisors
Ohio
$6.39K – – –
ZB
575
Zions Bancorporation
Utah
$5.94K +$3.88K +17 +189%
21 22
23
24 25