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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 %
DP
476
Dearborn Partners
Illinois
$201K – – –
TFS
477
Thoroughbred Financial Services
Tennessee
$201K +$201K +1,001 New
GWP
478
Gen-Wealth Partners
Michigan
$199K +$41.9K +208 +27%
SOW
479
State of Wyoming
Wyoming
$194K +$12.3K +61 +7%
BFEC
480
Benjamin F. Edwards & Company
Missouri
$188K +$9.66K +48 +5%
SIM
481
Studio Investment Management
Illinois
$183K +$805 +4 +0.4%
AIP
482
Ameritas Investment Partners
Nebraska
$165K – – –
GRP
483
Global Retirement Partners
California
$153K +$6.24K +31 +4%
FHA
484
First Horizon Advisors
Tennessee
$147K +$40.7K +202 +38%
FFA
485
Farther Finance Advisors
California
$142K +$65.2K +333 +85%
S
486
SignatureFD
Georgia
$134K +$6.24K +31 +5%
GGI
487
Godsey & Gibb Inc
Virginia
$131K – – –
MG
488
Mather Group
Illinois
$130K +$6.59K +27 +5%
PA
489
Parallel Advisors
California
$128K -$13.3K -66 -9%
QCG
490
Quadrant Capital Group
Ohio
$127K -$18.7K -93 -13%
NIMI
491
Natixis Investment Managers International
France
$111K – – –
CI Investments Inc
492
CI Investments Inc
Ontario, Canada
$111K -$2.22K -11 -2%
N
493
Natixis
France
$110K -$80.1K -398 -42%
VAG
494
VisionPoint Advisory Group
Texas
$109K +$35.6K +177 +48%
HFS
495
Hantz Financial Services
Michigan
$107K -$34.3K -171 -24%
C
496
Covestor
United Kingdom
$106K -$3.82K -19 -3%
HNB
497
Huntington National Bank
Ohio
$104K -$13.3K -66 -11%
AA
498
Alta Advisers
United Kingdom
$101K – – –
DWA
499
Dougherty Wealth Advisers
Minnesota
$95.2K – – –
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$90.9K +$46.9K +233 +106%
18 19
20
21 22