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IDEX
IEX

Overview Fund Activity

623 hedge funds and large institutions have $14.8B invested in IDEX in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 245 increasing their positions, 196 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
72
Increased
245
Reduced
196
Closed
57
Calls
$5.56M
Puts
$12.9M
Net Calls
-$7.34M
Net Calls Change
-$8.36M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$160M
2
Morgan Stanley
2
Morgan Stanley
New York
$547M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$154M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$99.2M
5
Man Group
5
Man Group
United Kingdom
$54.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.14B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$273M
3
Brown Advisory
3
Brown Advisory
Maryland
$104M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$1.33M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
301
Vanguard Personalized Indexing Management
California
$1.24M +$52.1K +260 +4%
RFC
302
Regions Financial Corp
Alabama
$1.24M -$370K -1,837 -23%
TRSOTSOK
303
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M -$33.8K -168 -3%
MFS
304
Mirabella Financial Services
United Kingdom
$1.2M +$978K +4,860 +436%
GT
305
Glenview Trust
Kentucky
$1.2M – – –
Macquarie Group
306
Macquarie Group
Australia
$1.2M -$30K -149 -2%
MSU
307
Mizuho Securities USA
New York
$1.18M +$1.18M +5,840 New
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$1.16M – – –
BAMF
309
BI Asset Management Fondsmaeglerselskab
Denmark
$1.16M +$266K +1,321 +30%
KRS
310
Kentucky Retirement Systems
Kentucky
$1.15M -$7.85K -39 -0.7%
HCM
311
Hahn Capital Management
California
$1.14M +$285K +1,416 +33%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$1.12M +$95.1K +472 +9%
AWM
313
Apollon Wealth Management
South Carolina
$1.12M +$86.1K +428 +8%
GAM
314
Gotham Asset Management
New York
$1.11M +$925K +4,599 +501%
CIA
315
Compass Ion Advisors
Pennsylvania
$1.11M – – –
BBVA
316
Banco Bilbao Vizcaya Argentaria
Spain
$1.1M -$542K -2,705 -33%
VF
317
Vest Financial
Virginia
$1.1M +$402K +2,000 +58%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$1.09M – – –
Creative Planning
319
Creative Planning
Kansas
$1.08M +$81.9K +407 +8%
RJFSA
320
Raymond James Financial Services Advisors
Florida
$1.06M -$334K -1,660 -24%
BMM
321
Buffington Mohr McNeal
Idaho
$1.03M -$27.6K -137 -3%
IMRF
322
Illinois Municipal Retirement Fund
Illinois
$1.03M – – –
Stifel Financial
323
Stifel Financial
Missouri
$1.02M -$168K -835 -14%
EAM
324
EdenTree Asset Management
United Kingdom
$1.02M – – –
TI
325
Tidal Investments
Wisconsin
$1,000K +$118K +585 +13%
11 12
13
14 15