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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$727M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.4M
3
Man Group
Man Group
United Kingdom
$9.63M
4
Brown Advisory
Brown Advisory
Maryland
$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Apollon Wealth Management
South Carolina
$1.28M +$85.6K +399 +7%
AA
277
ALPS Advisors
Colorado
$1.28M +$574K +2,675 +82%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$1.28M +$89K +419 +8%
Macquarie Group
279
Macquarie Group
Australia
$1.27M – – –
GIBU
280
Gulf International Bank (UK)
United Kingdom
$1.27M -$71.4K -333 -5%
SWP
281
Stratos Wealth Partners
Ohio
$1.27M +$802K +3,741 +170%
BMSSC
282
B. Metzler seel. Sohn & Co
Germany
$1.27M -$238K -1,110 -16%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26M -$181K -845 -13%
ACM
284
Aquatic Capital Management
Illinois
$1.24M +$1.24M +5,800 New
CGH
285
Crossmark Global Holdings
Texas
$1.23M -$248K -1,154 -17%
RJFSA
286
Raymond James Financial Services Advisors
Florida
$1.22M +$88.4K +412 +8%
TRSOTSOK
287
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M -$77K -359 -6%
TI
288
Tidal Investments
Wisconsin
$1.16M +$98.7K +460 +9%
KRS
289
Kentucky Retirement Systems
Kentucky
$1.13M -$92.2K -430 -8%
SC
290
Sepio Capital
Utah
$1.1M +$312K +1,453 +39%
BMM
291
Buffington Mohr McNeal
Idaho
$1.1M – – –
CIA
292
Compass Ion Advisors
Pennsylvania
$1.09M +$119K +555 +12%
IMRF
293
Illinois Municipal Retirement Fund
Illinois
$1.09M – – –
Creative Planning
294
Creative Planning
Kansas
$1.08M -$69.3K -323 -6%
Stifel Financial
295
Stifel Financial
Missouri
$1.07M -$14.6K -68 -1%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$1.06M -$96.5K -450 -8%
MSU
297
Mizuho Securities USA
New York
$1.05M -$200K -931 -16%
Wealth Enhancement Advisory Services
298
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$568K +2,646 +119%
HIMCH
299
Hartford Investment Management Co (HIMCO)
Connecticut
$1.01M -$33K -154 -3%
BBVA
300
Banco Bilbao Vizcaya Argentaria
Spain
$1.01M -$173K -809 -15%
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