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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 %
TIM
601
Total Investment Management
Arizona
$1.41K +$1.41K +8 New
BFS
602
Bare Financial Services
Pennsylvania
$1.41K – – –
KG
603
Kilter Group
New York
$1.41K +$1.41K +8 New
RIL
604
Rothschild Investment LLC
Illinois
$1.23K -$176 -1 -13%
MPW
605
MASECO Private Wealth
$1.07K +$1.07K +6 New
SIC
606
SJS Investment Consulting
Ohio
$1.05K -$176 -1 -14%
LIM
607
Longfellow Investment Management
Massachusetts
$1.05K – – –
PWA
608
Principia Wealth Advisory
Texas
$1.05K +$878 +5 +500%
CPG
609
Cornerstone Planning Group
New Jersey
$971 -$324 -2 -25%
TFM
610
TFC Financial Management
Massachusetts
$703 +$352 +2 +100%
RA
611
Rise Advisors
New York
$702 – – –
BHWM
612
Bay Harbor Wealth Management
Maryland
$702 +$351 +2 +100%
PWM
613
Parkworth Wealth Management
California
$702 +$351 +2 +100%
HIA
614
HFM Investment Advisors
New Jersey
$702 +$527 +3 +300%
NL
615
NVWM LLC
Pennsylvania
$702 +$702 +4 New
CT
616
Colonial Trust
South Carolina
$702 +$702 +4 New
S
617
Sachetta
Massachusetts
$527 -$1.41K -8 -73%
VWA
618
Valued Wealth Advisors
Utah
$527 – – –
BI
619
Binnacle Investments
Iowa
$527 – – –
ACA
620
American Capital Advisory
Idaho
$527 +$527 +3 New
CT
621
Clearstead Trust
Maine
$527 +$527 +3 New
DF
622
Dunhill Financial
United Kingdom
$493 -$4.19K -17 -89%
B
623
Birchbrook
Maine
$414 – – –
CA
624
Crewe Advisors
Utah
$352 – – –
QWM
625
Quaker Wealth Management
New Jersey
$352 +$352 +2 New
23 24
25
26 27