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IDEX
IEX

Overview Fund Activity

618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$883M
2
Citadel Advisors
Citadel Advisors
Florida
$87M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$767M
4
Allianz Asset Management
Allianz Asset Management
Germany
$85.1M
5
Corient Private Wealth
Corient Private Wealth
Florida
$53.7M

Top Sellers

1
Amundi
Amundi
France
$212M
2
BlackRock
BlackRock
New York
$1.22B
3
Invesco
Invesco
Georgia
$280M
4
CVA
Ceredex Value Advisors
Florida
$27.9M
5
Franklin Resources
Franklin Resources
California
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
651
First Trust Direct Indexing
Massachusetts
– -$229K -1,069 Closed
EI
652
Ethic Inc
New York
– -$239K -981 Closed
BCM
653
BluePath Capital Management
Georgia
– -$209K -974 Closed
PA
654
Profund Advisors
Maryland
– -$208K -970 Closed
BW
655
Bison Wealth
Georgia
– -$208K -970 Closed
MIM
656
Morningstar Investment Management
Illinois
– -$202K -946 Closed
MFIM
657
Mesirow Financial Investment Management
Illinois
– -$201K -938 Closed
MRC
658
Millburn Ridgefield Corp
New York
– -$98.7K -460 Closed
VFA
659
Values First Advisors
Tennessee
– -$97.6K -455 Closed
FAM
660
Fred Alger Management
New York
– -$89K -415 Closed
AAF
661
Andra AP-fonden
Sweden
– -$64.4K -300 Closed
LS
662
Livforsakringsbolaget Skandia
Sweden
– -$42.9K -200 Closed
OA
663
Operose Advisors
Wisconsin
– -$42.5K -198 Closed
PS
664
Planned Solutions
California
– -$32.2K -150 Closed
BWP
665
Baldwin Wealth Partners
Massachusetts
– -$26K -121 Closed
ATS
666
Ashton Thomas Securities
New York
– -$20.2K -94 Closed
FIA
667
FNY Investment Advisers
New York
– -$17K -81 Closed
CPA
668
Capital Performance Advisors
California
– -$4.08K -19 Closed
SL
669
Salomon & Ludwin
Virginia
– -$2.36K -11 Closed
FNWA
670
Financial Network Wealth Advisors
Utah
– -$1.93K -9 Closed
HPC
671
HM Payson & Co
Maine
– -$1.29K -6 Closed
CA
672
Claris Advisors
Missouri
– -$644 -3 Closed
DWM
673
Dogwood Wealth Management
Kansas
– -$2 – –
WBC
674
West Branch Capital
Massachusetts
– -$50 – –
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