613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
426
Nilsine Partners
Colorado
$327K +$416 +2 +0.1%
AWAU
427
Alliance Wealth Advisors (Utah)
Utah
$327K +$1.87K +9 +0.6%
LNC
428
Lincoln National Corp
Pennsylvania
$325K +$21.6K +104 +7%
CW
429
CreativeOne Wealth
Kansas
$321K +$321K +1,543 New
TWC
430
TD Waterhouse Canada
Ontario, Canada
$320K -$13K -63 -4%
NS
431
NBC Securities
Alabama
$314K +$314K +1,511 New
TMAM
432
Tokio Marine Asset Management
Japan
$313K +$43.9K +211 +16%
Cetera Investment Advisers
433
Cetera Investment Advisers
Illinois
$309K -$126K -605 -29%
OC
434
Oarsman Capital
Wisconsin
$305K +$78.2K +376 +34%
HH
435
Hilltop Holdings
Texas
$304K +$304K +1,463 New
RWB
436
RMR Wealth Builders
New Jersey
$299K
HWAM
437
Hennion & Walsh Asset Management
New Jersey
$296K -$12.1K -58 -4%
Walleye Capital
438
Walleye Capital
New York
$296K +$296K +1,421 New
CCA
439
Checchi Capital Advisers
California
$295K -$15.8K -76 -5%
AA
440
Advisory Alpha
Michigan
$293K
RJT
441
Raymond James Trust
Florida
$293K +$48.9K +235 +20%
WAM
442
Wallington Asset Management
Indiana
$291K
KA
443
Kintegral Advisory
New York
$290K
KPWS
444
Kestra Private Wealth Services
Texas
$282K +$4.78K +23 +2%
Walleye Trading
445
Walleye Trading
New York
$281K -$5.2K -25 -2%
LWAM
446
Legacy Wealth Asset Management
Minnesota
$276K -$5.41K -26 -2%
MHIC
447
Marble Harbor Investment Counsel
Massachusetts
$273K
LGF
448
LGT Group Foundation
Liechtenstein
$272K +$272K +1,194 New
BFG
449
Bleakley Financial Group
New Jersey
$271K -$28.5K -137 -10%
SS
450
Simplicity Solutions
Minnesota
$271K -$28.1K -135 -9%