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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 %
GC
451
Guggenheim Capital
Illinois
$255K -$181K -898 -41%
PI
452
PFG Investments
New York
$251K +$8.65K +43 +4%
SW
453
Simplicity Wealth
New Jersey
$249K -$3.82K -19 -2%
BFG
454
Bleakley Financial Group
New Jersey
$249K -$3.82K -19 -2%
SAM
455
Silvercrest Asset Management
New York
$246K -$2.37M -11,759 -91%
EF
456
Empowered Funds
Pennsylvania
$246K +$20.3K +101 +9%
PA
457
Procyon Advisors
Connecticut
$246K -$1.21K -6 -0.5%
Bessemer Group
458
Bessemer Group
New Jersey
$242K +$5.61K +28 +2%
PA
459
Profund Advisors
Maryland
$239K -$3.42K -17 -1%
JSA
460
Jacobson & Schmitt Advisors
Wisconsin
$237K +$237K +1,179 New
KWA
461
Kingswood Wealth Advisors
California
$233K +$233K +1,158 New
BWG
462
Berry Wealth Group
Texas
$232K +$33.8K +168 +17%
GIA
463
Gateway Investment Advisers
Ohio
$231K -$559K -2,776 -71%
FTDI
464
First Trust Direct Indexing
Massachusetts
$228K +$16.1K +80 +8%
CCM
465
Carderock Capital Management
Maryland
$226K -$5.57M -27,677 -96%
HT
466
Headlands Technologies
Illinois
$222K +$222K +1,104 New
HI
467
Horizon Investments
North Carolina
$221K +$2.81K +14 +1%
Nomura Holdings
468
Nomura Holdings
Japan
$220K +$220K +1,095 New
MIA
469
MeadowBrook Investment Advisors
Michigan
$217K +$40.2K +200 +23%
QL
470
Quarry LP
New York
$215K +$158K +783 +272%
MYAM
471
Meiji Yasuda Asset Management
Japan
$215K – – –
FRA
472
Frank Rimerman Advisors
California
$210K +$210K +1,046 New
CWM
473
Connecticut Wealth Management
Connecticut
$206K – – –
CCA
474
Cobblestone Capital Advisors
New York
$204K – – –
CA
475
Centerpoint Advisors
Massachusetts
$202K – – –
17 18
19
20 21