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IDEX
IEX

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 223 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
8.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
70
Increased
205
Reduced
223
Closed
87
Calls
$6.49M
Puts
$7.1M
Net Calls
-$614K
Net Calls Change
+$6.72M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$607M
2
VanEck Associates
2
VanEck Associates
New York
$211M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.1M
4
CIP
4
Champlain Investment Partners
Vermont
$262M
5
Invesco
5
Invesco
Georgia
$367M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$727M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.4M
3
Man Group
3
Man Group
United Kingdom
$9.63M
4
Brown Advisory
4
Brown Advisory
Maryland
$65.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
251
Graham Capital Management
Connecticut
$1.78M +$276K +1,286 +18%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$1.78M +$40.3K +188 +2%
OAM
253
Oppenheimer Asset Management
New York
$1.71M -$716K -3,340 -29%
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
$1.7M +$270K +1,257 +19%
Massachusetts Financial Services
255
Massachusetts Financial Services
Massachusetts
$1.63M -$3.8M -17,704 -70%
FCM
256
Fourpath Capital Management
Oklahoma
$1.62M +$1.62M +7,571 New
Janus Henderson Group
257
Janus Henderson Group
United Kingdom
$1.62M – – –
Canada Pension Plan Investment Board
258
Canada Pension Plan Investment Board
Ontario, Canada
$1.61M -$6.96M -32,454 -81%
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$1.61M +$25.3K +118 +2%
SWM
260
Spire Wealth Management
Virginia
$1.56M -$3.23M -15,052 -67%
AIM
261
Aigen Investment Management
New York
$1.54M -$153K -711 -9%
VF
262
Vest Financial
Virginia
$1.53M +$367K +1,709 +31%
DM
263
Deerfield Management
New York
$1.52M +$1.52M +7,106 New
OBAM
264
ODDO BHF Asset Management
France
$1.51M +$1.51M +7,059 New
MA
265
Montag & Associates
Georgia
$1.48M -$99.1K -462 -6%
BA
266
Bard Associates
Illinois
$1.47M – – –
AI
267
Atria Investments
North Carolina
$1.4M -$510K -2,376 -27%
OPERF
268
Oregon Public Employees Retirement Fund
Oregon
$1.4M +$6.01K +28 +0.4%
TRCT
269
Tower Research Capital (TRC)
New York
$1.37M +$795K +3,708 +139%
GT
270
Glenview Trust
Kentucky
$1.37M +$85.8K +400 +7%
Rafferty Asset Management
271
Rafferty Asset Management
New York
$1.36M -$36.7K -171 -3%
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$1.35M -$22.3K -104 -2%
VPIM
273
Vanguard Personalized Indexing Management
California
$1.34M +$14.2K +66 +1%
DT
274
Diversified Trust
Tennessee
$1.32M +$290K +1,354 +28%
Osaic Holdings
275
Osaic Holdings
Arizona
$1.31M +$444K +2,070 +52%
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