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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 %
MYAM
601
Meiji Yasuda Asset Management
Japan
– -$213K -900 Closed
CWM
602
Connecticut Wealth Management
Connecticut
– -$211K -891 Closed
PSUF
603
People's United Financial
Connecticut
– -$210K -889 Closed
VCG
604
Vantage Consulting Group
Virginia
– -$207K -877 Closed
SA
605
Syntax Advisors
New York
– -$207K -877 Closed
V
606
Veritable
Delaware
– -$205K -868 Closed
CCA
607
Cadent Capital Advisors
Oklahoma
– -$205K -867 Closed
DILIC
608
Dai-ichi Life Insurance Company
Japan
– -$203K -859 Closed
BAS
609
Brown Advisory Securities
Maryland
– -$200K -847 Closed
AAM
610
Advisors Asset Management
Colorado
– -$109K -461 Closed
PPWM
611
PFG Private Wealth Management
Florida
– -$105K -444 Closed
CBT
612
CoreFirst Bank & Trust
Kansas
– -$45K -191 Closed
CT
613
Cambridge Trust
Massachusetts
– -$35K -150 Closed
CWS
614
Confluence Wealth Services
Pennsylvania
– -$23K -100 Closed
RWA
615
RGT Wealth Advisors
Texas
– -$16K -66 Closed
DAM
616
Delta Asset Management
Tennessee
– -$11K -45 Closed
SFM
617
Signet Financial Management
New Jersey
– -$9K -38 Closed
SWM
618
Spire Wealth Management
Virginia
– -$8K -32 Closed
DFCM
619
Dark Forest Capital Management
Puerto Rico
– -$7K -30 Closed
AWA
620
Amplius Wealth Advisors
Pennsylvania
– -$5K -24 Closed
BBHC
621
Brown Brothers Harriman & Co
New York
– -$4 -18 Closed
SSB
622
Sandy Spring Bank
Maryland
– -$4K -16 Closed
LF
623
Lee Financial
Texas
– -$2K -10 Closed
UFF
624
USA Financial Formulas
Michigan
– -$2K -8 Closed
AP
625
Arlington Partners
Alabama
– -$2K -8 Closed
22 23 24
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