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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 %
CF
201
Corebridge Financial
Texas
$3.75M -$181K -867 -5%
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$3.74M -$423K -2,023 -10%
KBC Group
203
KBC Group
Belgium
$3.73M – – –
GIA
204
GHP Investment Advisors
Colorado
$3.69M -$123K -589 -3%
CNB
205
Czech National Bank
Czech Republic
$3.44M +$209K +998 +6%
Retirement Systems of Alabama
206
Retirement Systems of Alabama
Alabama
$3.43M -$32.6K -156 -0.9%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.37M -$79.3K -379 -2%
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.34M -$20.9K -100 -0.6%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$3.27M +$118K +563 +4%
AB
210
Amalgamated Bank
New York
$3.05M -$60.3K -288 -2%
CF
211
Covea Finance
France
$3.03M +$1.26M +6,000 +71%
BCIM
212
British Columbia Investment Management
British Columbia, Canada
$3.03M +$390K +1,865 +15%
LRPA
213
L. Roy Papp & Associates
Arizona
$2.96M -$112K -535 -4%
IAA
214
Independent Advisor Alliance
North Carolina
$2.79M -$718K -3,430 -20%
URS
215
Utah Retirement Systems
Utah
$2.64M – – –
CCM
216
Coldstream Capital Management
Washington
$2.64M +$101K +482 +4%
HighTower Advisors
217
HighTower Advisors
Illinois
$2.63M +$469K +2,242 +22%
UIM
218
USS Investment Management
United Kingdom
$2.53M -$238K -1,138 -9%
Daiwa Securities Group
219
Daiwa Securities Group
Japan
$2.53M +$141K +674 +6%
CWM
220
CIBC World Markets
New York
$2.51M +$349K +1,667 +16%
FHB
221
First Hawaiian Bank
Hawaii
$2.51M -$119K -567 -5%
Canada Pension Plan Investment Board
222
Canada Pension Plan Investment Board
Ontario, Canada
$2.43M +$858K +4,100 +54%
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$2.43M -$2.6M -12,443 -52%
VF
224
Vest Financial
Virginia
$2.41M +$916K +4,376 +61%
QT
225
Quantbot Technologies
New York
$2.32M +$1.43M +6,849 +161%
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