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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 %
SAMC
576
Spectrum Asset Management (California)
California
– -$898K -3,801 Closed
Walleye Trading
577
Walleye Trading
New York
– -$762K -3,226 Closed
BTIM
578
BancFirst Trust & Investment Management
Oklahoma
– -$669K -2,830 Closed
XT
579
XTX Topco
Cayman Islands
– -$634K -2,684 Closed
AIM
580
Aigen Investment Management
New York
– -$506K -2,156 Closed
GCP
581
GSA Capital Partners
United Kingdom
– -$428K -1,810 Closed
Assenagon Asset Management
582
Assenagon Asset Management
Luxembourg
– -$389K -1,645 Closed
KFA
583
Krane Funds Advisors
New York
– -$372K -1,574 Closed
ASN
584
Advisory Services Network
Georgia
– -$371K -1,573 Closed
SPC
585
Sigma Planning Corp
Michigan
– -$322K -1,363 Closed
VF
586
Virtu Financial
New York
– -$309K -1,309 Closed
NFG
587
Nations Financial Group
Iowa
– -$268K -1,132 Closed
FFM
588
Forum Financial Management
Illinois
– -$265K -1,122 Closed
PA
589
Profund Advisors
Maryland
– -$250K -1,057 Closed
HH
590
Hilltop Holdings
Texas
– -$250K -1,057 Closed
Rafferty Asset Management
591
Rafferty Asset Management
New York
– -$242K -1,024 Closed
CNC
592
Canandaigua National Corp
New York
– -$239K -1,013 Closed
CCA
593
Cobblestone Capital Advisors
New York
– -$239K -1,012 Closed
HCM
594
Harvey Capital Management
Florida
– -$236K -1,000 Closed
DP
595
Dearborn Partners
Illinois
– -$236K -1,000 Closed
SWMP
596
Signature Wealth Management Partners
New Jersey
– -$236K -1,000 Closed
VFA
597
Values First Advisors
Tennessee
– -$224K -948 Closed
UCFA
598
United Capital Financial Advisors
Texas
– -$217K -918 Closed
WI
599
Wahed Invest
New York
– -$214K -907 Closed
PWPS
600
Pinnacle Wealth Planning Services
Ohio
– -$213K -903 Closed
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