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IDEX
IEX

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 223 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
8.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
70
Increased
205
Reduced
223
Closed
87
Calls
$6.49M
Puts
$7.1M
Net Calls
-$614K
Net Calls Change
+$6.72M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$607M
2
VanEck Associates
2
VanEck Associates
New York
$211M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.1M
4
CIP
4
Champlain Investment Partners
Vermont
$262M
5
Invesco
5
Invesco
Georgia
$367M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$727M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.4M
3
Man Group
3
Man Group
United Kingdom
$9.63M
4
Brown Advisory
4
Brown Advisory
Maryland
$65.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
401
Cadent Capital Advisors
Oklahoma
$318K +$318K +1,482 New
CI
402
CX Institutional
Indiana
$315K +$5.58K +26 +2%
BWG
403
Berry Wealth Group
Texas
$314K +$66.9K +312 +27%
AAS
404
Avantax Advisory Services
Texas
$310K -$2.79K -13 -0.9%
MPM
405
MBB Public Markets
Illinois
$309K -$632K -2,945 -67%
RWB
406
RMR Wealth Builders
New Jersey
$308K – – –
AA
407
Advisory Alpha
Michigan
$302K – – –
GS
408
GTS Securities
New York
$301K +$301K +1,401 New
WAM
409
Wallington Asset Management
Indiana
$300K – – –
ATC
410
Argent Trust Co
Tennessee
$300K -$13.5K -63 -4%
CCA
411
Checchi Capital Advisers
California
$300K +$2.57K +12 +0.9%
DS
412
DRW Securities
Illinois
$299K +$299K +1,395 New
GWP
413
Gen-Wealth Partners
Michigan
$285K +$69.5K +318 +32%
DFCM
414
Dark Forest Capital Management
Puerto Rico
$283K +$283K +1,320 New
RC
415
Rovin Capital
Arizona
$283K +$283K +1,320 New
DC
416
Davenport & Co
Virginia
$282K +$282K +1,317 New
PAG
417
Private Advisor Group
New Jersey
$279K -$78.5K -366 -22%
EF
418
Empowered Funds
Pennsylvania
$278K +$15.7K +73 +6%
PI
419
PFG Investments
New York
$275K +$7.3K +34 +3%
MHIC
420
Marble Harbor Investment Counsel
Massachusetts
$274K -$5.36K -25 -2%
BEI
421
Benjamin Edwards Inc
Missouri
$268K +$268K +1,250 New
Capstone Investment Advisors
422
Capstone Investment Advisors
New York
$252K -$477K -2,223 -65%
JSA
423
Jacobson & Schmitt Advisors
Wisconsin
$251K -$2.15K -10 -0.8%
BFG
424
Bleakley Financial Group
New Jersey
$250K -$14.8K -69 -6%
LSAG
425
Lake Street Advisors Group
New Hampshire
$248K +$248K +1,157 New
15 16
17
18 19