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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.

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

Top Sellers

1
Amundi
1
Amundi
France
$212M
2
BlackRock
2
BlackRock
New York
$1.22B
3
Invesco
3
Invesco
Georgia
$280M
4
CVA
4
Ceredex Value Advisors
Florida
$27.9M
5
Franklin Resources
5
Franklin Resources
California
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$33.9M 162,163 -3,993 -2%
Fidelity International
77
Fidelity International
Bermuda
$33.9M 162,080 +29,710 +22%
Two Sigma Investments
78
Two Sigma Investments
New York
$33.9M 161,971 -172,364 -52%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$33.2M 158,786 -1,287 -0.8%
Voloridge Investment Management
80
Voloridge Investment Management
Florida
$32.1M 153,229 -130,238 -46%
AWM
81
AE Wealth Management
Kansas
$30.5M 145,806 +4,118 +3%
DRZID
82
DePrince Race & Zollo Inc (DRZ)
Florida
$30.5M 145,547 +145,547 New
DDC
83
DF Dent & Co
Maryland
$30M 143,554 -4,451 -3%
SEI Investments
84
SEI Investments
Pennsylvania
$28.8M 137,633 -207 -0.2%
CVA
85
Ceredex Value Advisors
Florida
$27.9M 133,200 -303,350 -69%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$27.6M 131,637 +7,793 +6%
FGP
87
Freestone Grove Partners
California
$27.5M 131,577 +131,577 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$27.3M 130,652 -10,135 -7%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$26.2M 125,101 -6,871 -5%
National Pension Service
90
National Pension Service
South Korea
$25.2M 120,264 -4,986 -4%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$23.9M 115,621 – –
DekaBank Deutsche Girozentrale
92
DekaBank Deutsche Girozentrale
Germany
$23.5M 112,957 – –
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$23.4M 111,768 -13,096 -10%
Universal-Beteiligungs- und Servicegesellschaft
94
Universal-Beteiligungs- und Servicegesellschaft
Germany
$23.2M 110,842 +110,842 New
GCM
95
Geneva Capital Management
Wisconsin
$22.9M 109,635 -13,390 -11%
NI
96
Nuance Investments
Missouri
$22.9M 109,293 -29,600 -21%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$22.8M 109,046 +109,046 New
BNP Paribas Asset Management
98
BNP Paribas Asset Management
France
$22.4M 106,790 -143,653 -57%
Comerica Bank
99
Comerica Bank
Texas
$22.2M 106,239 -2,537 -2%
NEI
100
Northwest & Ethical Investments
Ontario, Canada
$20.1M 96,148 -12,759 -12%
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4
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