423 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-2
Holders Change %
-0.47%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
43
Increased
138
Reduced
158
Closed
40
Calls
$18.5M
Puts
$11.1M
Net Calls
+$7.44M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
401
Rehmann Capital Advisory Group
Michigan
$7.92K +$344 +2 +5%
HWA
402
Heritage Wealth Advisors
Virginia
$7.06K
CFGS
403
Concourse Financial Group Securities
Alabama
$7K -$184 -1 -3%
EARNEST Partners
404
EARNEST Partners
Georgia
$7K
VNA
405
Valley National Advisers
Pennsylvania
$7K
PCMK
406
Paragon Capital Management (Kansas)
Kansas
$7K
TFO
407
Tarbox Family Office
California
$7K +$4.07K +25 +139%
SMFS
408
Squar Milner Financial Services
California
$6K -$5.82K -33 -49%
FPFS
409
First Personal Financial Services
North Carolina
$6K
S
410
SignatureFD
Georgia
$5K
MF
411
Manchester Financial
California
$5K +$5K +30 New
IFAM
412
Institutional & Family Asset Management
Colorado
$5K +$5K +30 New
TWA
413
TCI Wealth Advisors
Arizona
$4K
BL
414
Balentine LLC
Georgia
$4K +$4K +25 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$3K
SFSIG
416
San Francisco Sentry Investment Group
California
$3K
BWM
417
BerganKDV Wealth Management
Minnesota
$3K
VFA
418
Valeo Financial Advisors
Indiana
$2K
FHA
419
Flagship Harbor Advisors
Massachusetts
$2K
GT
420
Glenmede Trust
Pennsylvania
$1.24K -$637 -3,702 -34%
CIR
421
Clear Investment Research
Georgia
$1K
CFA
422
Carroll Financial Associates
North Carolina
$1K +$1K +6 New
GEA
423
Glen Eagle Advisors
New Jersey
$344 +$344 +2 New
EBIM
424
Eagle Boston Investment Management
Massachusetts
-$1.93M -12,750 Closed
NIM
425
NXG Investment Management
Texas
-$1.9M -12,539 Closed