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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 %
MFT
576
Moisand Fitzgerald Tamayo
Florida
$3K – – –
HCP
577
Hexagon Capital Partners
Arkansas
$3K +$3K +14 New
GWM
578
Geneos Wealth Management
Colorado
$2.79K +$2.79K +13 New
DPW
579
DiNuzzo Private Wealth
Pennsylvania
$2.57K +$215 +1 +9%
ZB
580
Zions Bancorporation
Utah
$2.36K – – –
SL
581
Salomon & Ludwin
Virginia
$2.36K – – –
SIC
582
SJS Investment Consulting
Ohio
$2.36K +$429 +2 +22%
ADL
583
Asset Dedication LLC
California
$2.15K – – –
S
584
Sachetta
Massachusetts
$2.15K +$2.15K +10 New
AW
585
Avion Wealth
Texas
$2K +$545 +3 +38%
TIM
586
Tortoise Investment Management
New York
$1.93K -$644 -3 -25%
FNWA
587
Financial Network Wealth Advisors
Utah
$1.93K +$1.93K +9 New
CAM
588
Creekmur Asset Management
Illinois
$1.5K – – –
LIM
589
Longfellow Investment Management
Massachusetts
$1.29K – – –
PWA
590
Provenance Wealth Advisors
Florida
$1.29K – – –
HPC
591
HM Payson & Co
Maine
$1.29K +$1.29K +6 New
RIL
592
Rothschild Investment LLC
Illinois
$858 -$4.08K -19 -83%
RCM
593
Raleigh Capital Management
North Carolina
$858 -$1.29K -6 -60%
TWD
594
True Wealth Design
Ohio
$858 – – –
VWA
595
Valued Wealth Advisors
Utah
$644 – – –
CSWM
596
Cassady Schiller Wealth Management
Ohio
$644 – – –
CA
597
Claris Advisors
Missouri
$644 +$644 +3 New
B
598
Birchbrook
Maine
$506 – – –
CA
599
Continuum Advisory
Idaho
$459 +$459 +2 New
CT
600
Colonial Trust
South Carolina
$430 +$430 +2 New
22 23
24
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