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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
1
Nordea Investment Management
Sweden
$160M
2
Morgan Stanley
2
Morgan Stanley
New York
$547M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$154M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$99.2M
5
Man Group
5
Man Group
United Kingdom
$54.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.14B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$273M
3
Brown Advisory
3
Brown Advisory
Maryland
$104M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$1.33M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
551
TOBAM
France
$16K -$49.2K -246 -75%
PB
552
Pinnacle Bancorp
Nebraska
$15.5K – – –
KFI
553
Key Financial Inc
Pennsylvania
$15.5K – – –
OWA
554
Opal Wealth Advisors
New York
$15.4K +$15.4K +77 New
HIA
555
Harbor Investment Advisory
Maryland
$14.1K -$3.62K -18 -20%
CHC
556
City Holding Co
West Virginia
$14.1K – – –
PTC
557
Private Trust Company
Ohio
$13.7K +$5.23K +26 +62%
SFCL
558
Strengthening Families & Communities LLC
Massachusetts
$13K +$600 +3 +5%
FFA
559
Frazier Financial Advisors
Ohio
$11.9K – – –
LFA
560
LGT Financial Advisors
Texas
$11.7K – – –
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$10.9K – – –
KWAG
562
Kiely Wealth Advisory Group
North Carolina
$10.3K – – –
BGAI
563
Bruce G. Allen Investments
Colorado
$10.1K -$604 -3 -6%
SWA
564
SOA Wealth Advisors
New York
$10.1K -$201 -1 -2%
BWAM
565
Boyd Watterson Asset Management
Ohio
$10.1K – – –
PWMG
566
Private Wealth Management Group
New Jersey
$9.66K -$9.86K -49 -51%
FRA
567
Front Row Advisors
California
$9.05K -$1.01K -5 -10%
FUBT
568
First United Bank & Trust
Maryland
$9.05K – – –
PC
569
Pier Capital
Connecticut
$9.05K – – –
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$8.85K +$201 +1 +2%
EBA
571
Eagle Bay Advisors
New York
$8.65K -$5.63K -28 -39%
ATPW
572
Ashton Thomas Private Wealth
Arizona
$8.65K +$8.65K +43 New
VCM
573
Versant Capital Management
Arizona
$8.25K -$402 -2 -5%
CFD
574
Creative Financial Designs
Indiana
$8.05K – – –
IRC
575
Investors Research Corp
Georgia
$7.85K – – –
21 22
23
24 25