561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
426
Gitterman Wealth Management
New Jersey
$224K +$224K +1,218 New
CW
427
CreativeOne Wealth
Kansas
$223K +$223K +1,227 New
YIA
428
YHB Investment Advisors
Connecticut
$220K
CA
429
Centerpoint Advisors
Massachusetts
$218K -$114K -630 -34%
ECM
430
Element Capital Management
New York
$217K +$217K +1,193 New
LWAM
431
Legacy Wealth Asset Management
Minnesota
$212K -$3.63K -20 -2%
CFG
432
Cooper Financial Group
California
$209K -$7.45K -41 -3%
ATC
433
Argent Trust Co
Tennessee
$209K +$4.89K +27 +2%
VFA
434
Values First Advisors
Tennessee
$205K +$205K +1,129 New
OFS
435
OneAscent Financial Services
Alabama
$202K -$3.08K -17 -2%
EWA
436
EP Wealth Advisors
California
$202K +$202K +1,112 New
GT
437
Greenleaf Trust
Michigan
$200K -$49.1K -271 -20%
AIP
438
Ameritas Investment Partners
Nebraska
$176K
BAM
439
Belpointe Asset Management
Nevada
$169K
Bessemer Group
440
Bessemer Group
New Jersey
$166K +$13K +72 +9%
WI
441
Wahed Invest
New York
$147K +$147K +810 New
AG
442
AIA Group
Hong Kong
$146K
BFEC
443
Benjamin F. Edwards & Company
Missouri
$131K
Federated Hermes
444
Federated Hermes
Pennsylvania
$122K -$12.1K -67 -9%
EI
445
Ellevest Inc
New York
$120K +$3.28K +18 +3%
FF
446
FourThought Financial
Florida
$118K +$5.08K +28 +4%
CI Investments Inc
447
CI Investments Inc
Ontario, Canada
$99K -$38.1K -210 -28%
UB
448
UMB Bank
Missouri
$98K -$7.83K -43 -7%
Acadian Asset Management
449
Acadian Asset Management
Massachusetts
$96K
HWA
450
Heritage Wealth Advisors
Virginia
$96K +$96K +530 New