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IDEX
IEX

Overview Fund Activity

618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$883M
2
Citadel Advisors
Citadel Advisors
Florida
$87M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$767M
4
Allianz Asset Management
Allianz Asset Management
Germany
$85.1M
5
Corient Private Wealth
Corient Private Wealth
Florida
$53.7M

Top Sellers

1
Amundi
Amundi
France
$212M
2
BlackRock
BlackRock
New York
$1.22B
3
Invesco
Invesco
Georgia
$280M
4
CVA
Ceredex Value Advisors
Florida
$27.9M
5
Franklin Resources
Franklin Resources
California
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
276
Oregon Public Employees Retirement Fund
Oregon
$1.36M – – –
LIP
277
Lighthouse Investment Partners
Florida
$1.36M +$1.36M +6,500 New
FCM
278
Fourpath Capital Management
Oklahoma
$1.33M -$255K -1,217 -16%
Stifel Financial
279
Stifel Financial
Missouri
$1.32M +$273K +1,305 +26%
VPIM
280
Vanguard Personalized Indexing Management
California
$1.31M -$2.72K -13 -0.2%
DT
281
Diversified Trust
Tennessee
$1.3M +$12.3K +59 +1%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$1.3M +$42.9K +205 +3%
SWP
283
Stratos Wealth Partners
Ohio
$1.27M +$23K +110 +2%
Macquarie Group
284
Macquarie Group
Australia
$1.25M +$423K +3,023 +51%
Creative Planning
285
Creative Planning
Kansas
$1.24M +$193K +921 +18%
GIBU
286
Gulf International Bank (UK)
United Kingdom
$1.24M – – –
AA
287
ALPS Advisors
Colorado
$1.24M -$4.19K -20 -0.3%
AI
288
Atria Investments
North Carolina
$1.19M -$180K -858 -13%
TRSOTSOK
289
Teachers Retirement System of the State of Kentucky
Kentucky
$1.18M – – –
TI
290
Tidal Investments
Wisconsin
$1.17M +$33.5K +160 +3%
HCM
291
Hahn Capital Management
California
$1.16M +$374K +1,786 +48%
MF
292
Magnetar Financial
Illinois
$1.1M -$3.97M -18,959 -78%
KRS
293
Kentucky Retirement Systems
Kentucky
$1.09M -$15.1K -72 -1%
BMM
294
Buffington Mohr McNeal
Idaho
$1.08M – – –
SC
295
Sepio Capital
Utah
$1.06M -$15.7K -75 -1%
Nomura Holdings
296
Nomura Holdings
Japan
$1.04M +$1.04M +4,985 New
BCWM
297
Bartlett & Co Wealth Management
Ohio
$1.04M – – –
Wealth Enhancement Advisory Services
298
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$12.8K +61 +1%
CIA
299
Compass Ion Advisors
Pennsylvania
$1.03M -$37.7K -180 -4%
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$1.02M +$159K +758 +18%
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