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 %
SPA
426
Sherbrooke Park Advisers
New York
$409K +$409K +1,900 New
KC
427
Kepos Capital
New York
$407K +$407K +1,892 New
HBT
428
Heartland Bank & Trust
Illinois
$406K -$36.4K -169 -8%
GAM
429
Gotham Asset Management
New York
$396K -$446K -2,071 -53%
SIM
430
Studio Investment Management
Illinois
$391K -$8.83K -41 -2%
SC
431
Sonen Capital
California
$375K +$375K +1,741 New
AWS
432
Atria Wealth Solutions
New York
$369K -$18.5K -86 -5%
AMCA
433
Arthur M. Cohen & Associates
Illinois
$366K
SYBT
434
Stock Yards Bank & Trust
Kentucky
$362K +$2.8K +13 +0.8%
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$359K -$19.6K -91 -5%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$359K +$8.18K +38 +2%
CFG
437
Cooper Financial Group
California
$345K +$10.8K +50 +3%
ECM
438
Estabrook Capital Management
New York
$344K
TWC
439
TD Waterhouse Canada
Ontario, Canada
$342K +$20.8K +98 +6%
NP
440
Nilsine Partners
Colorado
$338K
AWAU
441
Alliance Wealth Advisors (Utah)
Utah
$336K -$4.09K -19 -1%
PF
442
Phoenix Financial
Israel
$335K -$5.12K -24 -2%
PCM
443
Prelude Capital Management
New York
$332K +$18.7K +87 +6%
CCA
444
Checchi Capital Advisers
California
$322K +$12.5K +58 +4%
FA
445
FDx Advisors
Illinois
$321K -$241K -1,120 -43%
PI
446
PEAK6 Investments
Illinois
$321K +$208K +967 +185%
HWAM
447
Hennion & Walsh Asset Management
New Jersey
$319K -$12.3K -57 -4%
OR
448
Olympiad Research
Connecticut
$317K +$317K +1,474 New
LNC
449
Lincoln National Corp
Pennsylvania
$314K +$39.4K +183 +14%
AA
450
ALPS Advisors
Colorado
$311K +$2.15K +10 +0.7%