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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 %
EC
526
EdgeRock Capital
Colorado
$40.6K +$40.6K +202 New
OA
527
Operose Advisors
Wisconsin
$39.8K – – –
AAP
528
Arax Advisory Partners
Colorado
$37.6K +$27.2K +135 +260%
BC
529
Barrett & Company
Rhode Island
$30.3K – – –
LWANC
530
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.2K – – –
RTC
531
Riverview Trust Company
Washington
$28.6K – – –
Jones Financial Companies
532
Jones Financial Companies
Missouri
$27.6K +$12.9K +64 +88%
DIP
533
DT Investment Partners
Pennsylvania
$27.4K – – –
Lazard Asset Management
534
Lazard Asset Management
New York
$26K +$26K +132 New
WTC
535
WhitTier Trust Company
Nevada
$25.2K – – –
CH
536
Cromwell Holdings
Wyoming
$25.2K +$25.2K +125 New
PFBT
537
Parkside Financial Bank & Trust
Missouri
$22.9K -$3.02K -15 -12%
BIA
538
Bell Investment Advisors
California
$22.5K – – –
GI
539
GAMMA Investing
California
$20.1K +$8.65K +43 +75%
LS
540
Livforsakringsbolaget Skandia
Sweden
$20.1K – – –
CAL
541
Capital Advisors Ltd
Ohio
$20K +$10.7K +53 +115%
IA
542
IFP Advisors
Florida
$19.7K +$12.9K +64 +188%
IC
543
Innealta Capital
Texas
$19.5K +$19.5K +97 New
WB
544
Webster Bank
Connecticut
$18.9K – – –
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.9K +$17.9K +89 New
EIM
546
Essex Investment Management
Massachusetts
$16.9K – – –
DF
547
Dunhill Financial
United Kingdom
$16.5K +$15.1K +75 +1,071%
AWM
548
Abound Wealth Management
Tennessee
$16.3K – – –
MRC
549
Millburn Ridgefield Corp
New York
$16.1K +$805 +4 +5%
CCA
550
Catalyst Capital Advisors
New York
$16.1K +$805 +4 +5%
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