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IDEX
IEX

Overview Fund Activity

629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.1B
2
VanEck Associates
2
VanEck Associates
New York
$310M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$115M
4
Flossbach Von Storch
4
Flossbach Von Storch
Germany
$113M
5
UBS Group
5
UBS Group
Switzerland
$123M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$116M
2
CIM
2
CCLA Investment Management
United Kingdom
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$4.64M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$261M
5
Axa
5
Axa
France
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
576
NewEdge Advisors
Louisiana
$4.39K -$212K -1,208 -98%
PWMG
577
Prestige Wealth Management Group
New Jersey
$4.21K – – –
ADL
578
Asset Dedication LLC
California
$4.21K +$2.46K +14 +140%
SWP
579
Strategic Wealth Partners
Ohio
$4.04K +$4.04K +23 New
TCOV
580
Trust Company of Vermont
Vermont
$3.86K – – –
FFO
581
Fortitude Family Office
Arizona
$3.86K +$1.58K +9 +69%
RTL
582
Red Tortoise LLC
Georgia
$3.51K – – –
CFD
583
Creative Financial Designs
Indiana
$3.34K -$3.69K -21 -53%
HHMI
584
Howard Hughes Medical Institute
Maryland
$2.81K +$2.81K +16 New
DAM
585
Delta Asset Management
Tennessee
$2.63K – – –
PWMG
586
Private Wealth Management Group
New Jersey
$2.46K -$5.09K -29 -67%
MFT
587
Moisand Fitzgerald Tamayo
Florida
$2.46K – – –
STB
588
S&T Bank
Pennsylvania
$2.46K +$2.46K +14 New
TIM
589
Tortoise Investment Management
New York
$2.28K +$702 +4 +44%
TPWA
590
Twin Peaks Wealth Advisors
California
$2.12K +$2.12K +13 New
ACM
591
Accent Capital Management
Ohio
$2.11K – – –
AW
592
Avion Wealth
Texas
$2K +$167 +1 +9%
JWA
593
JFS Wealth Advisors
Pennsylvania
$1.93K -$3.86K -22 -67%
DPW
594
DiNuzzo Private Wealth
Pennsylvania
$1.93K +$351 +2 +22%
TWD
595
True Wealth Design
Ohio
$1.93K +$527 +3 +38%
SC
596
SouthState Corp
Florida
$1.93K +$878 +5 +83%
CWM
597
Crowley Wealth Management
Delaware
$1.93K – – –
SS
598
SBI Securities
Japan
$1.76K +$1.05K +6 +150%
RWM
599
Rialto Wealth Management
New York
$1.58K -$703 -4 -31%
MCM
600
MV Capital Management
Maryland
$1.58K +$703 +4 +80%
22 23
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