603 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 223 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
8.72%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
70
Increased
205
Reduced
223
Closed
87
Calls
$6.49M
Puts
$7.1M
Net Calls
-$614K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
376
Procyon Advisors
Connecticut
$452K +$190K +888 +73%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$443K +$41.9K +195 +10%
LNWWM
378
Laird Norton Wetherby Wealth Management
California
$442K -$50.8K -237 -10%
Squarepoint
379
Squarepoint
New York
$437K -$5.96M -27,766 -93%
RJT
380
Raymond James Trust
Florida
$434K +$92.5K +431 +27%
GAM
381
Gotham Asset Management
New York
$422K -$762K -3,551 -64%
TMAM
382
Tokio Marine Asset Management
Japan
$412K
WI
383
Wahed Invest
New York
$394K +$37.1K +173 +10%
PAS
384
Park Avenue Securities
New York
$394K -$49K -228 -11%
KC
385
Kepos Capital
New York
$383K -$34.7K -162 -8%
FBT
386
First Bank & Trust
South Dakota
$382K -$403K -1,881 -51%
SAW
387
Signal Advisors Wealth
Michigan
$377K +$377K +1,759 New
AAM
388
Azzad Asset Management
Virginia
$376K +$376K +1,752 New
AMCA
389
Arthur M. Cohen & Associates
Illinois
$361K
OIA
390
OneDigital Investment Advisors
Kansas
$361K +$30.5K +142 +9%
Commonwealth Equity Services
391
Commonwealth Equity Services
Massachusetts
$356K -$131K -608 -27%
HBT
392
Heartland Bank & Trust
Illinois
$355K -$25.5K -119 -7%
VCA
393
Verdence Capital Advisors
Maryland
$344K +$344K +1,606 New
ECM
394
Estabrook Capital Management
New York
$343K
IGAM
395
iA Global Asset Management
Quebec, Canada
$334K -$1.07M -4,999 -76%
NA
396
NewEdge Advisors
Louisiana
$332K +$22.3K +104 +7%
HAG
397
HighPoint Advisor Group
Illinois
$325K +$3.46K +16 +1%
IC
398
IEQ Capital
California
$324K -$3.65K -17 -1%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$322K
GWM
400
Gitterman Wealth Management
New Jersey
$319K +$319K +1,484 New