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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.14B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$273M
3
Brown Advisory
Brown Advisory
Maryland
$104M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.33M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
351
Sheets Smith Wealth Management
North Carolina
$737K +$159K +792 +28%
FBT
352
First Bank & Trust
South Dakota
$737K -$24.3K -121 -3%
Wealthfront Advisers
353
Wealthfront Advisers
California
$727K -$31.6K -157 -4%
Walleye Trading
354
Walleye Trading
New York
$718K +$682K +3,388 +1,862%
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$704K +$121K +600 +21%
MML Investors Services
356
MML Investors Services
Massachusetts
$699K -$331K -1,646 -32%
Bank Julius Baer & Co
357
Bank Julius Baer & Co
Switzerland
$696K +$22.8K +102 +3%
RHJA
358
Rice Hall James & Associates
California
$693K -$5.23K -26 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
359
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$686K +$686K +3,411 New
CAM
360
Congress Asset Management
Massachusetts
$684K +$249K +1,237 +57%
Capstone Investment Advisors
361
Capstone Investment Advisors
New York
$683K -$730K -3,628 -52%
FA
362
Fagan Associates
New York
$681K – – –
BAM
363
Blueshift Asset Management
New Jersey
$671K +$671K +3,335 New
AC
364
AXQ Capital
New Jersey
$666K +$666K +3,311 New
DSC
365
Duncker Streett & Co
Missouri
$664K -$133K -659 -17%
OAM
366
Ostrum Asset Management
France
$663K +$20.1K +100 +3%
PCM
367
Prelude Capital Management
New York
$663K +$663K +3,295 New
AA
368
ALPS Advisors
Colorado
$659K – – –
MM
369
MQS Management
New York
$651K +$651K +3,234 New
CL
370
Choreo LLC
Illinois
$649K +$110K +564 +20%
SWM
371
Segment Wealth Management
Texas
$648K – – –
Walleye Capital
372
Walleye Capital
New York
$645K +$461K +2,290 +250%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$624K +$70.2K +349 +13%
William Blair & Company
374
William Blair & Company
Illinois
$612K -$12.5K -62 -2%
SCP
375
Sandhill Capital Partners
New York
$585K – – –
13 14
15
16 17