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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 %
AWM
576
Activest Wealth Management
Florida
$5.71K – – –
Twin Tree Management
577
Twin Tree Management
Texas
$5.71K +$5.71K +25 New
PWMG
578
Prestige Wealth Management Group
New Jersey
$5.48K – – –
MSCM
579
McElhenny Sheffield Capital Management
Texas
$5.02K +$5.02K +22 New
RTL
580
Red Tortoise LLC
Georgia
$4.57K +$4.57K +20 New
CA
581
Crewe Advisors
Utah
$4.34K -$5.48K -24 -56%
WTA
582
Washington Trust Advisors
Massachusetts
$4.34K – – –
PTC
583
Private Trust Company
Ohio
$4K – – –
HDIM
584
Hanson & Doremus Investment Management
Vermont
$4K +$4K +16 New
GFPC
585
Global Financial Private Client
Florida
$3.43K – – –
MFT
586
Moisand Fitzgerald Tamayo
Florida
$3.2K +$3.2K +14 New
BHWM
587
Beaird Harris Wealth Management
Texas
$3.2K +$3.2K +14 New
SFG
588
Steward Financial Group
Texas
$3K +$3K +14 New
MDCM
589
Morgan Dempsey Capital Management
Wisconsin
$2.97K – – –
SIC
590
SJS Investment Consulting
Ohio
$2.97K +$1.6K +7 +117%
DI
591
Disciplined Investments
Oklahoma
$2.51K – – –
AF
592
Advisornet Financial
Minnesota
$2.51K +$2.51K +11 New
MCM
593
Manchester Capital Management
Vermont
$2.28K +$1.14K +5 +100%
RA
594
Rise Advisors
New York
$2.28K +$2.28K +10 New
AssetMark Inc
595
AssetMark Inc
California
$2.06K -$3.65K -16 -64%
ADL
596
Asset Dedication LLC
California
$2K – – –
GAG
597
Goodman Advisory Group
Massachusetts
$2K – – –
KFP
598
KB Financial Partners
New Jersey
$2K – – –
SWA
599
Sutton Wealth Advisors
Florida
$1.83K – – –
LIM
600
Longfellow Investment Management
Massachusetts
$1.37K +$685 +3 +100%
22 23
24
25 26