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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$122M 567,177 +96,505 +21%
Bank of America
27
Bank of America
North Carolina
$115M 534,759 +30,593 +6%
Mirae Asset Global ETFs Holdings
28
Mirae Asset Global ETFs Holdings
Hong Kong
$107M 500,360 +10,545 +2%
Legal & General Group
29
Legal & General Group
United Kingdom
$107M 499,074 +13,182 +3%
Goldman Sachs
30
Goldman Sachs
New York
$99.6M 464,555 +21,718 +5%
CVA
31
Ceredex Value Advisors
Florida
$93.6M 436,550 +20,175 +5%
SCM
32
Snyder Capital Management
California
$91.8M 427,934 +51,701 +14%
Marshall Wace
33
Marshall Wace
United Kingdom
$90.1M 420,068 +318,510 +314%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$88.7M 413,300 -24,900 -6%
CIM
35
CCLA Investment Management
United Kingdom
$86.7M 433,403 – –
HSBC Holdings
36
HSBC Holdings
United Kingdom
$83.4M 388,972 -130,152 -25%
Deutsche Bank
37
Deutsche Bank
Germany
$82.8M 386,094 +80,130 +26%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$79.8M 371,939 -121,178 -25%
GKIM
39
GW&K Investment Management
Massachusetts
$79.8M 371,842 +10,660 +3%
Fundsmith LLP
40
Fundsmith LLP
United Kingdom
$77.8M 362,501 – –
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$76.4M 356,158 -34,982 -9%
RS
42
Robeco Schweiz
Switzerland
$72.3M 337,187 -103 -0%
State Farm Mutual Automobile Insurance
43
State Farm Mutual Automobile Insurance
Illinois
$72.1M 335,939 – –
ClearBridge Investments
44
ClearBridge Investments
New York
$71.9M 335,130 -631 -0.2%
Two Sigma Investments
45
Two Sigma Investments
New York
$71.7M 334,335 -33,959 -9%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$67.1M 312,900 – –
Brown Advisory
47
Brown Advisory
Maryland
$65.5M 305,298 -213,264 -41%
PFM
48
Premier Fund Managers
United Kingdom
$64.5M 300,000 +80,000 +36%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$63.8M 297,580 -56,177 -16%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$63.4M 295,574 -502,880 -63%
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