410 hedge funds and large institutions have $10.1B invested in IDEX in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
9.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
45
Increased
143
Reduced
145
Closed
40
Calls
$14.6M
Puts
$18.2M
Net Calls
-$3.65M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
CAW
376
Cornerstone Advisors (Washington)
Washington
$13K +$274 +2 +2%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$12K
IAS
378
IMA Advisory Services
Colorado
$12K +$12K +88 New
S
379
SignatureFD
Georgia
$9K -$1.99K -15 -18%
SPIA
380
Steward Partners Investment Advisory
New York
$8K +$2.8K +21 +54%
RWA
381
River Wealth Advisors
Pennsylvania
$7K +$7K +50 New
VNA
382
Valley National Advisers
Pennsylvania
$6K
C
383
Cerebellum
California
$6K
EARNEST Partners
384
EARNEST Partners
Georgia
$5K
CFD
385
Creative Financial Designs
Indiana
$5K
WF
386
WealthTrust Fairport
Ohio
$5K
SF
387
Synovus Financial
Georgia
$5K +$5K +36 New
FPFS
388
First Personal Financial Services
North Carolina
$4K -$10.9K -79 -73%
TCA
389
Tortoise Capital Advisors
Kansas
$4K
VCM
390
Vigilant Capital Management
Maine
$3K -$21.8K -145 -88%
TWA
391
TCI Wealth Advisors
Arizona
$3K
CCM
392
Cribstone Capital Management
Maine
$3K
WT
393
Whittier Trust
California
$3K
EFSCE
394
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3K +24 New
CFG
395
Citizens Financial Group
Rhode Island
$2K
PMFA
396
Plante Moran Financial Advisors
Michigan
$2K
TFO
397
Tarbox Family Office
California
$2K
RWA
398
Ropes Wealth Advisors
Massachusetts
$2K
VFA
399
Valeo Financial Advisors
Indiana
$2K
LFA
400
Legacy Financial Advisors
Kentucky
$2K +$2K +12 New