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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 %
AWM
401
Avior Wealth Management
Nebraska
$481K -$12.3K -61 -2%
Acadian Asset Management
402
Acadian Asset Management
Massachusetts
$471K +$365K +1,818 +345%
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$462K -$110K -546 -19%
BC
404
Burney Company
Virginia
$461K – – –
Commonwealth Equity Services
405
Commonwealth Equity Services
Massachusetts
$456K -$116K -575 -20%
PHS
406
Pekin Hardy Strauss
Illinois
$453K – – –
BFM
407
Boothbay Fund Management
New York
$450K +$7.44K +37 +2%
Wealth Enhancement Advisory Services
408
Wealth Enhancement Advisory Services
Minnesota
$446K +$13.9K +69 +3%
SAM
409
Smartleaf Asset Management
Massachusetts
$445K +$78.5K +392 +21%
SWP
410
Stratos Wealth Partners
Ohio
$442K +$138K +685 +45%
GAM
411
Guinness Asset Management
United Kingdom
$436K +$13.7K +68 +3%
PTC
412
Petrus Trust Company
Texas
$428K +$428K +2,128 New
XT
413
XTX Topco
Cayman Islands
$425K +$425K +2,110 New
PAS
414
Park Avenue Securities
New York
$415K -$46.3K -230 -10%
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$394K +$30K +149 +8%
KC
416
Kepos Capital
New York
$392K +$32.2K +160 +9%
TMAM
417
Tokio Marine Asset Management
Japan
$386K +$59.6K +296 +18%
OC
418
Oarsman Capital
Wisconsin
$384K -$7.04K -35 -2%
PF
419
Phoenix Financial
Israel
$382K +$7.4K +37 +2%
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$376K +$22.7K +113 +6%
PI
421
PineBridge Investments
New York
$368K +$58.5K +291 +19%
HBT
422
Heartland Bank & Trust
Illinois
$357K +$3.22K +16 +0.9%
IMCOOI
423
Investment Management Corp of Ontario (IMCO)
Canada
$344K +$101K +500 +41%
AMCA
424
Arthur M. Cohen & Associates
Illinois
$342K – – –
BFAG
425
Blackston Financial Advisory Group
Florida
$339K +$339K +1,686 New
15 16
17
18 19