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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 %
MRC
476
Millburn Ridgefield Corp
New York
$98.7K +$81.5K +380 +475%
Federated Hermes
477
Federated Hermes
Pennsylvania
$98K +$3K +14 +3%
VFA
478
Values First Advisors
Tennessee
$97.6K +$97.6K +455 New
DWA
479
Dougherty Wealth Advisers
Minnesota
$97.6K -$3.86K -18 -4%
BTI
480
Blue Trust Inc
Georgia
$96.8K +$28.6K +142 +42%
BBHC
481
Brown Brothers Harriman & Co
New York
$93.3K +$7.51K +35 +9%
QC
482
Quent Capital
New York
$89.4K – – –
FAM
483
Fred Alger Management
New York
$89K +$89K +415 New
HCM
484
Hollencrest Capital Management
California
$85.8K – – –
BIG
485
Brooklyn Investment Group
New York
$85.8K +$85.8K +400 New
EWA
486
EverSource Wealth Advisors
Alabama
$84.5K +$10.7K +50 +15%
CTC
487
Central Trust Company
Missouri
$78.5K -$6.44K -30 -8%
PCM
488
Penserra Capital Management
California
$76K +$212 +1 +0.3%
QPBE
489
Quintet Private Bank (Europe)
Luxembourg
$74.9K +$7.94K +37 +12%
CA
490
Clearstead Advisors
Ohio
$71.4K -$2.15K -10 -3%
SIM
491
Sentry Investment Management
Wisconsin
$70K – – –
WPA
492
West Paces Advisors
Georgia
$66.5K -$4.51K -21 -6%
Jones Financial Companies
493
Jones Financial Companies
Missouri
$64.7K +$35.3K +164 +120%
AAF
494
Andra AP-fonden
Sweden
$64.4K +$64.4K +300 New
ST
495
Smithfield Trust
Pennsylvania
$59K – – –
PCM
496
Perritt Capital Management
Illinois
$54.2K – – –
MCM
497
Manchester Capital Management
Vermont
$51.5K -$644 -3 -1%
PS
498
Principal Securities
Iowa
$51.1K -$32.4K -151 -39%
AF
499
Allworth Financial
California
$50.8K -$5.79K -27 -10%
SPIA
500
Steward Partners Investment Advisory
New York
$49.6K +$4.93K +23 +11%
18 19
20
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