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 %
BMO
376
Beck Mack & Oliver
New York
$488K
PHS
377
Pekin Hardy Strauss
Illinois
$488K
VA
378
Vident Advisory
Georgia
$479K -$61.2K -282 -11%
Credit Agricole
379
Credit Agricole
France
$465K +$310K +1,429 +201%
GAM
380
Guinness Asset Management
United Kingdom
$456K -$56K -258 -11%
KC
381
Kepos Capital
New York
$453K +$42.1K +194 +10%
SW
382
SVB Wealth
Massachusetts
$448K -$69.7K -321 -13%
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$448K -$344K -1,585 -43%
PAS
384
Park Avenue Securities
New York
$437K -$324K -1,494 -43%
AIMCA
385
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$434K
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$432K +$59.2K +273 +16%
CL
387
Choreo LLC
Illinois
$428K +$428K +1,970 New
VSQM
388
V-Square Quantitative Management
Illinois
$416K +$72.5K +334 +21%
OC
389
Oarsman Capital
Wisconsin
$415K +$96.6K +445 +30%
DP
390
Dearborn Partners
Illinois
$413K
CAMG
391
CWA Asset Management Group
Florida
$410K +$410K +1,888 New
PF
392
Phoenix Financial
Israel
$400K +$19.5K +89 +5%
IMCOOI
393
Investment Management Corp of Ontario (IMCO)
Canada
$393K +$393K +1,811 New
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$390K +$3.91K +18 +1%
KAS
395
Kestra Advisory Services
Texas
$389K -$170K -784 -30%
HBT
396
Heartland Bank & Trust
Illinois
$385K -$28.9K -133 -7%
Public Sector Pension Investment Board (PSP Investments)
397
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$385K -$1.38M -6,345 -78%
Cetera Investment Advisers
398
Cetera Investment Advisers
Illinois
$373K +$51.5K +237 +16%
Cerity Partners
399
Cerity Partners
New York
$372K +$372K +1,710 New
AMCA
400
Arthur M. Cohen & Associates
Illinois
$369K