IEX icon

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 %
XT
576
XTX Topco
Cayman Islands
– -$408K -2,244 Closed
YMRC
577
Yorktown Management & Research Company
Virginia
– -$400K -2,200 Closed
EGM
578
Engineers Gate Manager
New York
– -$396K -2,182 Closed
WCM Investment Management
579
WCM Investment Management
California
– -$369K -2,036 Closed
FRM
580
Fox Run Management
Connecticut
– -$363K -2,000 Closed
QT
581
Quantamental Technologies
New York
– -$335K -1,844 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
582
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$317K -1,748 Closed
BL
583
Balentine LLC
Georgia
– -$312K -1,716 Closed
PTC
584
Petrus Trust Company
Texas
– -$303K -1,667 Closed
TSS
585
Two Sigma Securities
New York
– -$279K -1,534 Closed
SCA
586
Snowden Capital Advisors
New York
– -$252K -1,389 Closed
OWM
587
OneAscent Wealth Management
Alabama
– -$234K -1,291 Closed
Marshall Wace
588
Marshall Wace
United Kingdom
– -$227K -1,257 Closed
CW
589
CreativeOne Wealth
Kansas
– -$223K -1,227 Closed
GWM
590
Gitterman Wealth Management
New Jersey
– -$224K -1,218 Closed
OFS
591
OneAscent Financial Services
Alabama
– -$202K -1,114 Closed
EWA
592
EP Wealth Advisors
California
– -$202K -1,112 Closed
HWA
593
Heritage Wealth Advisors
Virginia
– -$96K -530 Closed
SWM
594
SeaCrest Wealth Management
New York
– -$49K -268 Closed
GLLW
595
Graves Light Lenhart Wealth
Virginia
– -$48K -267 Closed
SSG
596
Summit Securities Group
New York
– -$29K -160 Closed
CI
597
CX Institutional
Indiana
– -$24K -130 Closed
CWP
598
Concord Wealth Partners
Virginia
– -$10K -56 Closed
Loomis, Sayles & Company
599
Loomis, Sayles & Company
Massachusetts
– -$5K -25 Closed
PFGIA
600
Patriot Financial Group Insurance Agency
Massachusetts
– -$3K -19 Closed
21 22 23
24
25