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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 %
Federated Hermes
501
Federated Hermes
Pennsylvania
$89.1K +$3.42K +17 +4%
QC
502
Quent Capital
New York
$83.9K – – –
OCM
503
Orion Capital Management
California
$83.1K – – –
BTI
504
Blue Trust Inc
Georgia
$82.7K +$77.1K +316 +1,374%
GI
505
Gradient Investments
Minnesota
$80.9K +$79.9K +397 +7,940%
BBHC
506
Brown Brothers Harriman & Co
New York
$80.5K – – –
HCM
507
Hollencrest Capital Management
California
$80.5K – – –
CTC
508
Central Trust Company
Missouri
$79.7K -$12.5K -62 -14%
PS
509
Principal Securities
Iowa
$78.3K +$10.5K +52 +15%
PCM
510
Penserra Capital Management
California
$72K +$807 +4 +1%
EWA
511
EverSource Wealth Advisors
Alabama
$71.7K +$11.9K +57 +20%
QPBE
512
Quintet Private Bank (Europe)
Luxembourg
$70.3K +$1.58K +7 +2%
CA
513
Clearstead Advisors
Ohio
$69K +$4.02K +20 +6%
WPA
514
West Paces Advisors
Georgia
$66.6K – – –
SIM
515
Sentry Investment Management
Wisconsin
$66K -$13.5K -67 -17%
ST
516
Smithfield Trust
Pennsylvania
$55K – – –
AF
517
Allworth Financial
California
$53.6K +$24.2K +119 +82%
MWM
518
Mascoma Wealth Management
New Hampshire
$50.9K +$50.9K +253 New
PCM
519
Perritt Capital Management
Illinois
$50.6K +$402 +2 +0.8%
MCM
520
Manchester Capital Management
Vermont
$48.9K +$42.9K +213 +710%
UB
521
UMB Bank
Missouri
$48.5K +$11.5K +57 +31%
TPCW
522
TD Private Client Wealth
New York
$44.1K -$8.85K -44 -17%
LC
523
Lindbrook Capital
California
$42.7K -$3.02K -15 -7%
WT
524
Whittier Trust
California
$42.1K +$11.7K +58 +38%
SPIA
525
Steward Partners Investment Advisory
New York
$41.9K -$1.01K -5 -2%
19 20
21
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