613 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
79
Increased
197
Reduced
244
Closed
69
Calls
$1.17M
Puts
$2.04M
Net Calls
-$869K
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
301
Vanguard Personalized Indexing Management
California
$1.05M -$84.9K -391 -7%
FBT
302
First Bank & Trust
South Dakota
$1.04M -$356K -1,639 -25%
CP
303
CenterBook Partners
Connecticut
$1.04M -$335K -1,542 -24%
SAM
304
Securian Asset Management
Minnesota
$1.04M -$126K -580 -11%
SIA
305
Schechter Investment Advisors
Michigan
$1.03M -$7.38K -34 -0.7%
AA
306
ALPS Advisors
Colorado
$1.02M -$15.2K -70 -1%
EAM
307
EdenTree Asset Management
United Kingdom
$1.02M +$241K +1,112 +31%
NSIM
308
North Star Investment Management
Illinois
$1.02M
PCM
309
Peregrine Capital Management
Minnesota
$999K
LSERS
310
Louisiana State Employees Retirement System
Louisiana
$999K -$21.7K -100 -2%
Creative Planning
311
Creative Planning
Kansas
$971K +$40.8K +188 +4%
ADMI
312
Albert D. Mason Inc
Massachusetts
$969K -$1.52K -7 -0.2%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$957K +$155K +713 +19%
O
314
Ossiam
France
$957K +$130K +599 +16%
HW
315
Hancock Whitney
Mississippi
$942K -$9.99K -46 -1%
AWM
316
Apollon Wealth Management
South Carolina
$889K +$264K +1,217 +42%
TI
317
Tidal Investments
Wisconsin
$874K -$144K -665 -14%
EI
318
Ethic Inc
New York
$873K +$25K +115 +3%
MPI
319
Mairs & Power Inc
Minnesota
$868K
MFGM
320
Marshall Financial Group (Maryland)
Maryland
$866K +$33.4K +154 +4%
GIA
321
Gateway Investment Advisers
Ohio
$864K +$1.3K +6 +0.2%
DSC
322
Duncker Streett & Co
Missouri
$860K -$15K -69 -2%
NMERB
323
New Mexico Educational Retirement Board
New Mexico
$847K
Wealthfront Advisers
324
Wealthfront Advisers
California
$843K -$31.5K -145 -4%
DILIC
325
Dai-ichi Life Insurance Company
Japan
$838K