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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.

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 %
CFD
551
Creative Financial Designs
Indiana
$8.58K – – –
EBA
552
Eagle Bay Advisors
New York
$8.37K -$858 -4 -9%
PA
553
Pineridge Advisors
Missouri
$8.37K – – –
IRC
554
Investors Research Corp
Georgia
$8.37K – – –
LI
555
LRI Investments
Florida
$8.26K – – –
VNA
556
Valley National Advisers
Pennsylvania
$8K – – –
JWA
557
JFS Wealth Advisors
Pennsylvania
$7.94K +$2.36K +11 +42%
CTA
558
Colonial Trust Advisors
South Carolina
$7.51K – – –
CTWM
559
Cherry Tree Wealth Management
Minnesota
$7.51K – – –
HWM
560
Hemington Wealth Management
Virginia
$6K +$6K +31 New
GM
561
GeoWealth Management
Illinois
$5.79K +$5.79K +27 New
FCA
562
FinTrust Capital Advisors
South Carolina
$5.15K – – –
PWMG
563
Prestige Wealth Management Group
New Jersey
$5.15K – – –
TCOV
564
Trust Company of Vermont
Vermont
$4.93K +$4.93K +23 New
VWM
565
Venturi Wealth Management
Texas
$4.51K +$4.51K +21 New
RTL
566
Red Tortoise LLC
Georgia
$4.29K – – –
CPA
567
Capital Performance Advisors
California
$4.08K +$4.08K +19 New
HI
568
Harbour Investments
Wisconsin
$3.86K -$429 -2 -10%
CA
569
Crewe Advisors
Utah
$3.86K – – –
FFO
570
Fortitude Family Office
Arizona
$3.86K +$1.07K +5 +38%
CFO
571
CVA Family Office
Colorado
$3.22K -$429 -2 -12%
GFPC
572
Global Financial Private Client
Florida
$3.22K – – –
DAM
573
Delta Asset Management
Tennessee
$3.22K – – –
BWL
574
Bogart Wealth LLC
Virginia
$3.22K +$3.22K +15 New
MCM
575
MV Capital Management
Maryland
$3K -$429 -2 -13%
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