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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 %
AIM
651
Aigen Investment Management
New York
– -$825K -4,559 Closed
CL
652
Choreo LLC
Illinois
– -$665K -3,675 Closed
GS
653
GTS Securities
New York
– -$431K -2,382 Closed
LCM
654
LRT Capital Management
Texas
– -$398K -2,202 Closed
AIA
655
AssuredPartners Investment Advisors
Florida
– -$368K -2,032 Closed
SAW
656
Signal Advisors Wealth
Michigan
– -$334K -1,848 Closed
RS
657
R Squared
Hong Kong
– -$317K -1,750 Closed
SWP
658
Stratos Wealth Partners
Ohio
– -$300K -1,657 Closed
OTPPB
659
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$298K -1,647 Closed
USAA
660
United Services Automobile Association
Texas
– -$281K -1,551 Closed
MHIC
661
Marble Harbor Investment Counsel
Massachusetts
– -$231K -1,275 Closed
TC
662
TownSquare Capital
Utah
– -$226K -1,248 Closed
AWM
663
Apollon Wealth Management
South Carolina
– -$224K -1,235 Closed
SIAG
664
Safeguard Investment Advisory Group
California
– -$213K -1,173 Closed
GIA
665
Gateway Investment Advisers
Ohio
– -$203K -1,123 Closed
FBT
666
First Bank & Trust
South Dakota
– -$202K -1,114 Closed
SIM
667
Studio Investment Management
Illinois
– -$190K -1,048 Closed
HT
668
Headlands Technologies
Illinois
– -$118K -652 Closed
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$98.6K -545 Closed
MG
670
Mather Group
Illinois
– -$87.8K -485 Closed
QC
671
Quent Capital
New York
– -$78.2K -432 Closed
QPBE
672
Quintet Private Bank (Europe)
Luxembourg
– -$63.2K -349 Closed
SW
673
SVB Wealth
Massachusetts
– -$56.3K -311 Closed
WPA
674
West Paces Advisors
Georgia
– -$56.1K -310 Closed
PCM
675
Perritt Capital Management
Illinois
– -$45.8K -253 Closed
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