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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
Mirae Asset Global ETFs Holdings
1
Mirae Asset Global ETFs Holdings
Hong Kong
$98.6M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$160M
3
Morgan Stanley
3
Morgan Stanley
New York
$547M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$154M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$99.2M

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 %
ZB
601
Zions Bancorporation
Utah
$2.21K 11 – –
SL
602
Salomon & Ludwin
Virginia
$2.21K 11 – –
PPC
603
Park Place Capital
Alabama
$2.01K 10 -37 -79%
ADL
604
Asset Dedication LLC
California
$2.01K 10 – –
RCM
605
Raleigh Capital Management
North Carolina
$2.01K 10 +8 +400%
SIC
606
SJS Investment Consulting
Ohio
$1.81K 9 – –
SWS
607
SYSTM Wealth Solutions
Illinois
$1.41K 7 -74 -91%
CAM
608
Creekmur Asset Management
Illinois
$1.41K 7 +7 New
FW
609
Fairway Wealth
Ohio
$1.41K 7 +7 New
LIM
610
Longfellow Investment Management
Massachusetts
$1.21K 6 – –
PWA
611
Provenance Wealth Advisors
Florida
$1.21K 6 – –
AW
612
Avion Wealth
Texas
$1K 8 +2 +33%
CCM
613
Chilton Capital Management
Texas
$805 4 – –
TWD
614
True Wealth Design
Ohio
$805 4 +1 +33%
IAIM
615
International Assets Investment Management
Florida
$805 4 +4 New
ECM
616
Everence Capital Management
Indiana
$626 2,840 – –
VWA
617
Valued Wealth Advisors
Utah
$604 3 – –
CSWM
618
Cassady Schiller Wealth Management
Ohio
$604 3 – –
B
619
Birchbrook
Maine
$475 2 +2 New
TFM
620
TFC Financial Management
Massachusetts
$403 2 -1 -33%
AF
621
Advisornet Financial
Minnesota
$402 2 +1 +100%
CA
622
CoreCap Advisors
Michigan
$402 2 +2 New
AFWM
623
Abich Financial Wealth Management
Virginia
$201 1 – –
DWM
624
Dogwood Wealth Management
Kansas
– – – –
Balyasny Asset Management
625
Balyasny Asset Management
Illinois
– – -118,331 Closed
23 24
25
26 27