634 hedge funds and large institutions have $15.7B invested in IDEX in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 237 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
80
Increased
212
Reduced
237
Closed
52
Calls
$474K
Puts
$2.91M
Net Calls
-$2.43M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
401
DFPG Investments
Utah
$510K +$36.3K +172 +8%
MOS
402
MGO One Seven
Ohio
$509K -$37.2K -173 -7%
NICM
403
Neo Ivy Capital Management
New York
$508K +$508K +2,358 New
BBVA
404
Banco Bilbao Vizcaya Argentaria
Spain
$507K +$11.4K +53 +2%
GAM
405
Guinness Asset Management
United Kingdom
$494K
PWG
406
Portside Wealth Group
Utah
$488K +$488K +2,268 New
Wealth Enhancement Advisory Services
407
Wealth Enhancement Advisory Services
Minnesota
$488K +$248K +1,150 +103%
O
408
Ossiam
France
$484K -$453K -2,105 -48%
PHS
409
Pekin Hardy Strauss
Illinois
$484K
BMO
410
Beck Mack & Oliver
New York
$484K
EF
411
Empirical Finance
Pennsylvania
$479K +$57.5K +267 +14%
VFA
412
Voya Financial Advisors
Connecticut
$476K -$15.2K -71 -3%
HSA
413
HBK Sorce Advisory
Pennsylvania
$468K -$4.74K -22 -1%
AIMCA
414
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$465K +$34.7K +161 +8%
AWM
415
Avior Wealth Management
Nebraska
$465K -$50.6K -235 -10%
PTC
416
Petrus Trust Company
Texas
$460K +$460K +2,138 New
SC
417
SRB Corp
Massachusetts
$452K +$452K +2,098 New
Cetera Investment Advisers
418
Cetera Investment Advisers
Illinois
$450K -$446K -2,073 -50%
BSC
419
Brown Shipley & Co
United Kingdom
$446K +$204K +948 +84%
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$445K -$120K -556 -21%
WG
421
Welch Group
Alabama
$431K
KAS
422
Kestra Advisory Services
Texas
$426K +$202K +940 +90%
SBH
423
Segall Bryant & Hamill
Illinois
$415K -$4.95M -23,000 -92%
YIH
424
Y-Intercept (HK)
Hong Kong
$411K +$411K +1,911 New
DP
425
Dearborn Partners
Illinois
$410K +$215 +1 +0.1%