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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.

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
Norges Bank
2
Norges Bank
Norway
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$63.4M
4
Man Group
4
Man Group
United Kingdom
$9.63M
5
Brown Advisory
5
Brown Advisory
Maryland
$65.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.98B 9,242,576 +38,050 +0.4%
BlackRock
2
BlackRock
New York
$1.34B 6,238,903 +39,655 +0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$727M 3,388,813 -2,262,598 -40%
State Street
4
State Street
Massachusetts
$647M 3,017,976 +15,077 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$621M 2,892,979 +174,096 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$607M 2,830,929 +1,472,456 +108%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$406M 1,891,967 -69,015 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$404M 1,891,175 +23,388 +1%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$397M 1,851,832 +28,869 +2%
Invesco
10
Invesco
Georgia
$367M 1,711,410 +190,417 +13%
Amundi
11
Amundi
France
$348M 1,643,951 +168,564 +11%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$327M 1,524,412 -71,370 -4%
CIP
13
Champlain Investment Partners
Vermont
$262M 1,223,676 +273,460 +29%
Barclays
14
Barclays
United Kingdom
$253M 1,177,645 +14,360 +1%
VanEck Associates
15
VanEck Associates
New York
$211M 1,032,277 +1,021,439 +9,425%
First Trust Advisors
16
First Trust Advisors
Illinois
$204M 950,717 +186,047 +24%
FAM
17
Fenimore Asset Management
New York
$179M 836,806 +10,822 +1%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$175M 818,839 +24,090 +3%
ATO
19
Alecta Tjanstepension Omsesidigt
Sweden
$172M 800,000 – –
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$159M 742,724 +103,432 +16%
Northern Trust
21
Northern Trust
Illinois
$144M 673,600 -25,417 -4%
Fisher Asset Management
22
Fisher Asset Management
Washington
$141M 659,006 +46,770 +8%
UBS AM
23
UBS AM
Illinois
$138M 645,425 -2,962 -0.5%
Charles Schwab
24
Charles Schwab
California
$135M 630,443 +4,629 +0.7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$128M 594,674 +58,293 +11%
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