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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B 9,306,008 +63,432 +0.7%
BlackRock
2
BlackRock
New York
$1.22B 5,822,978 -415,925 -7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$883M 4,219,596 +1,388,667 +49%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$767M 3,666,777 +277,964 +8%
State Street
5
State Street
Massachusetts
$645M 3,079,539 +61,563 +2%
Morgan Stanley
6
Morgan Stanley
New York
$580M 2,769,872 -123,107 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$399M 1,912,933 +21,758 +1%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$391M 1,868,919 +17,087 +0.9%
Impax Asset Management Group
9
Impax Asset Management Group
United Kingdom
$377M 1,799,552 -92,415 -5%
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$339M 1,620,252 +95,840 +6%
Invesco
11
Invesco
Georgia
$280M 1,338,830 -372,580 -22%
Barclays
12
Barclays
United Kingdom
$250M 1,194,125 +16,480 +1%
CIP
13
Champlain Investment Partners
Vermont
$237M 1,132,994 -90,682 -7%
First Trust Advisors
14
First Trust Advisors
Illinois
$221M 1,056,677 +105,960 +11%
Norges Bank
15
Norges Bank
Norway
$218M 1,039,983 +1,039,983 New
Amundi
16
Amundi
France
$212M 1,012,896 -631,055 -38%
VanEck Associates
17
VanEck Associates
New York
$202M 965,201 -67,076 -6%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$181M 862,625 +43,786 +5%
FAM
19
Fenimore Asset Management
New York
$176M 839,507 +2,701 +0.3%
ATO
20
Alecta Tjanstepension Omsesidigt
Sweden
$168M 800,000 – –
Northern Trust
21
Northern Trust
Illinois
$166M 793,622 +120,022 +18%
UBS AM
22
UBS AM
Illinois
$156M 747,554 +102,129 +16%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$156M 743,768 +1,044 +0.1%
Fisher Asset Management
24
Fisher Asset Management
Washington
$139M 663,902 +4,896 +0.7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$135M 643,190 +48,516 +8%
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