IEX icon

IDEX
IEX

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 223 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
8.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
70
Increased
205
Reduced
223
Closed
87
Calls
$6.49M
Puts
$7.1M
Net Calls
-$614K
Net Calls Change
+$6.72M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$607M
2
VanEck Associates
2
VanEck Associates
New York
$211M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.1M
4
CIP
4
Champlain Investment Partners
Vermont
$262M
5
Invesco
5
Invesco
Georgia
$367M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$727M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.4M
3
Man Group
3
Man Group
United Kingdom
$9.63M
4
Brown Advisory
4
Brown Advisory
Maryland
$65.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
201
LPL Financial
California
$3.72M -$126K -589 -3%
Vontobel Holding
202
Vontobel Holding
Switzerland
$3.66M -$1.45M -6,757 -28%
FAF
203
Fjarde Ap-fonden
Sweden
$3.63M +$3.63M +16,918 New
IAA
204
Independent Advisor Alliance
North Carolina
$3.6M -$515K -2,400 -13%
Retirement Systems of Alabama
205
Retirement Systems of Alabama
Alabama
$3.55M -$30.9K -144 -0.9%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.53M -$31.3K -146 -0.9%
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.45M – – –
ProShare Advisors
208
ProShare Advisors
Maryland
$3.4M -$143K -667 -4%
CNB
209
Czech National Bank
Czech Republic
$3.31M +$214K +997 +7%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$3.23M -$475K -2,214 -13%
AB
211
Amalgamated Bank
New York
$3.19M -$102K -476 -3%
LRPA
212
L. Roy Papp & Associates
Arizona
$3.15M -$96.5K -450 -3%
YCM
213
Yousif Capital Management
Michigan
$3.11M +$166K +774 +6%
IIM
214
INTECH Investment Management
Florida
$2.94M -$1.45M -6,743 -33%
UIM
215
USS Investment Management
United Kingdom
$2.84M +$13.7K +64 +0.5%
Millennium Management
216
Millennium Management
New York
$2.8M -$27M -125,679 -91%
BCIM
217
British Columbia Investment Management
British Columbia, Canada
$2.71M -$399K -1,858 -13%
URS
218
Utah Retirement Systems
Utah
$2.7M +$21.5K +100 +0.8%
FHB
219
First Hawaiian Bank
Hawaii
$2.69M +$1.1M +5,127 +69%
JSSH
220
J. Safra Sarasin Holding
$2.65M -$5.36K -25 -0.2%
CCM
221
Coldstream Capital Management
Washington
$2.6M +$128K +596 +5%
NIG
222
NFJ Investment Group
Texas
$2.56M -$37.3K -174 -1%
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$2.45M -$268K -1,251 -10%
BCI
224
Brinker Capital Investments
Pennsylvania
$2.4M -$126K -589 -5%
OPS
225
Orion Portfolio Solutions
Nebraska
$2.4M -$126K -589 -5%
7 8
9
10 11