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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 %
Cetera Investment Advisers
326
Cetera Investment Advisers
Illinois
$986K -$403K -2,003 -29%
HIMCH
327
Hartford Investment Management Co (HIMCO)
Connecticut
$975K -$7.44K -37 -0.8%
DT
328
Diversified Trust
Tennessee
$965K +$273K +1,358 +39%
SIA
329
Schechter Investment Advisors
Michigan
$944K +$604 +3 +0.1%
NSIM
330
North Star Investment Management
Illinois
$943K – – –
PCM
331
Peregrine Capital Management
Minnesota
$926K – – –
ADMI
332
Albert D. Mason Inc
Massachusetts
$909K +$1.41K +7 +0.2%
MPM
333
MBB Public Markets
Illinois
$882K +$882K +4,385 New
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$865K -$20.1K -100 -2%
SA
335
Sanctuary Advisors
Indiana
$862K +$862K +3,907 New
SAM
336
Securian Asset Management
Minnesota
$860K -$20.1K -100 -2%
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$841K -$322K -1,598 -28%
OQS
338
Occudo Quantitative Strategies
Florida
$817K +$817K +4,063 New
Osaic Holdings
339
Osaic Holdings
Arizona
$808K -$903K -4,489 -53%
MPI
340
Mairs & Power Inc
Minnesota
$805K – – –
VI
341
Vestcor Inc
New Brunswick, Canada
$799K – – –
CAM
342
Cresset Asset Management
Illinois
$793K +$10.7K +53 +1%
P
343
Pitcairn
Pennsylvania
$785K -$377K -1,873 -32%
DILIC
344
Dai-ichi Life Insurance Company
Japan
$776K – – –
BHCM
345
Brevan Howard Capital Management
Jersey
$767K +$436K +2,169 +132%
NMERB
346
New Mexico Educational Retirement Board
New Mexico
$765K – – –
DTL
347
Dynamic Technology Lab
Singapore
$758K +$758K +3,764 New
VA
348
Vident Advisory
Georgia
$754K +$367K +1,822 +95%
WG
349
Welch Group
Alabama
$744K +$201K +1,000 +37%
SC
350
Sepio Capital
Utah
$744K -$7.05K -35 -0.9%
12 13
14
15 16