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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PA
576
Pineridge Advisors
Missouri
$7.85K 39 – –
IRC
577
Investors Research Corp
Georgia
$7.85K 39 – –
LI
578
LRI Investments
Florida
$7.24K 36 – –
CTWM
579
Cherry Tree Wealth Management
Minnesota
$7.04K 35 – –
CTA
580
Colonial Trust Advisors
South Carolina
$7.04K 35 – –
VNA
581
Valley National Advisers
Pennsylvania
$7K 39 – –
SFA
582
Semmax Financial Advisors
North Carolina
$6.24K 32 +32 New
JWA
583
JFS Wealth Advisors
Pennsylvania
$5.23K 26 – –
JWM
584
Janiczek Wealth Management
Colorado
$5.03K 25 -15 -38%
PWMG
585
Prestige Wealth Management Group
New Jersey
$4.83K 24 – –
FCA
586
FinTrust Capital Advisors
South Carolina
$4.83K 24 +24 New
RIL
587
Rothschild Investment LLC
Illinois
$4.63K 23 +23 New
HI
588
Harbour Investments
Wisconsin
$4.02K 20 – –
RTL
589
Red Tortoise LLC
Georgia
$4.02K 20 – –
CFGS
590
Concourse Financial Group Securities
Alabama
$4.02K 20 +7 +54%
CA
591
Crewe Advisors
Utah
$3.62K 18 – –
CFO
592
CVA Family Office
Colorado
$3.42K 17 +2 +13%
MCM
593
MV Capital Management
Maryland
$3.22K 16 +4 +33%
GFPC
594
Global Financial Private Client
Florida
$3.02K 15 – –
DAM
595
Delta Asset Management
Tennessee
$3.02K 15 – –
WIA
596
Wetzel Investment Advisors
Indiana
$2.93K 12 – –
MFT
597
Moisand Fitzgerald Tamayo
Florida
$2.82K 14 – –
FFO
598
Fortitude Family Office
Arizona
$2.62K 13 – –
TIM
599
Tortoise Investment Management
New York
$2.41K 12 – –
DPW
600
DiNuzzo Private Wealth
Pennsylvania
$2.21K 11 +2 +22%
22 23
24
25 26