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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 %
OWA
651
Outlook Wealth Advisors
Texas
– – -1,250 Closed
ONB
652
Old National Bancorp
Indiana
– – -1,180 Closed
FAIM
653
Financial Advocates Investment Management
Washington
– – -1,150 Closed
PD
654
Point72 (DIFC)
United Arab Emirates
– – -1,127 Closed
HH
655
Hilltop Holdings
Texas
– – -1,126 Closed
GT
656
Greenleaf Trust
Michigan
– – -1,120 Closed
PP
657
Paloma Partners
Connecticut
– – -1,115 Closed
DFCM
658
Dark Forest Capital Management
Puerto Rico
– – -1,110 Closed
HSA
659
HBK Sorce Advisory
Pennsylvania
– – -1,075 Closed
VFA
660
Voya Financial Advisors
Connecticut
– – -1,005 Closed
LSAG
661
Lake Street Advisors Group
New Hampshire
– – -996 Closed
BCM
662
BluePath Capital Management
Georgia
– – -996 Closed
GD
663
Grandfield & Dodd
New York
– – -982 Closed
EI
664
Ethic Inc
New York
– – -981 Closed
NIM
665
NEOS Investment Management
Connecticut
– – -972 Closed
WPC
666
Wedmont Private Capital
Pennsylvania
– – -966 Closed
SW
667
SVB Wealth
Massachusetts
– – -938 Closed
MIM
668
Morningstar Investment Management
Illinois
– – -924 Closed
BSC
669
Brown Shipley & Co
United Kingdom
– – -904 Closed
HCM
670
Harvey Capital Management
Florida
– – -900 Closed
CCA
671
Cadent Capital Advisors
Oklahoma
– – -867 Closed
NRD
672
Nebula Research & Development
New York
– – -827 Closed
BP
673
Ballentine Partners
Massachusetts
– – -824 Closed
PAM
674
Paradigm Asset Management
New York
– – -800 Closed
SC
675
Steph & Co
Wisconsin
– – -74 Closed
24 25 26
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