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eXp World Holdings
EXPI

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in eXp World Holdings in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
69
Reduced
61
Closed
20
Calls
$13.6M
Puts
$22.7M
Net Calls
-$9.17M
Net Calls Change
-$8.92M

Top Buyers

1
BlackRock
1
BlackRock
New York
$232M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M
3
State Street
3
State Street
Massachusetts
$52.1M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$8.49M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.2M
2
IAN
2
Integrated Advisors Network
Texas
$29M
3
CCM
3
Copeland Capital Management
Pennsylvania
$80.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.3M
5
UBS Group
5
UBS Group
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
151
Exchange Traded Concepts
Oklahoma
$81.1K +$61.5K +3,032 +314%
TRCT
152
Tower Research Capital (TRC)
New York
$79.9K +$38.5K +1,900 +93%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$76.5K – – –
SOW
154
State of Wyoming
Wyoming
$72.2K -$29.9K -1,473 -29%
BWP
155
Baldwin Wealth Partners
Massachusetts
$52.7K – – –
FHA
156
First Horizon Advisors
Tennessee
$50.1K -$18.5K -911 -27%
CFGS
157
Concourse Financial Group Securities
Alabama
$43.1K -$12.2K -600 -22%
IA
158
IFP Advisors
Florida
$42.2K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$34.6K +$1.79K +88 +5%
FIA
160
FNY Investment Advisers
New York
$33K +$33K +1,650 New
BWS
161
Buck Wealth Strategies
Colorado
$32.2K – – –
Lazard Asset Management
162
Lazard Asset Management
New York
$29K +$29K +1,433 New
QL
163
Quarry LP
New York
$28.2K +$28.2K +1,390 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$27K +$954 +47 +4%
CIM
165
Contravisory Investment Management
Massachusetts
$20K +$20K +985 New
US Bancorp
166
US Bancorp
Minnesota
$18.7K -$4.64K -229 -20%
CA
167
Centerpoint Advisors
Massachusetts
$18K -$1.96K -98 -10%
CI Investments Inc
168
CI Investments Inc
Ontario, Canada
$14K -$8.09K -393 -37%
GA
169
GoalVest Advisory
New York
$11.8K – – –
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K +$4.87K +251 +95%
C
171
Covestor
United Kingdom
$10K +$9.73K +502 +3,586%
BTI
172
Blue Trust Inc
Georgia
$10K +$9.8K +794 +4,963%
AAP
173
Arax Advisory Partners
Colorado
$9.8K +$3.57K +176 +57%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.63K +$1.12K +55 +13%
S
175
SignatureFD
Georgia
$9.55K +$2.23K +110 +30%
5 6
7
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