617 hedge funds and large institutions have $17.8B invested in IDEX in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 226 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
8.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
221
Reduced
226
Closed
43
Calls
$2.76M
Puts
$1.73M
Net Calls
+$1.03M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
426
Checchi Capital Advisers
California
$322K -$1.95K -8 -0.6%
MHIC
427
Marble Harbor Investment Counsel
Massachusetts
$317K
BW
428
Bison Wealth
Georgia
$310K
BFG
429
Bleakley Financial Group
New Jersey
$306K +$2.68K +11 +0.9%
SW
430
Simplicity Wealth
New Jersey
$306K +$306K +1,254 New
OWA
431
Outlook Wealth Advisors
Texas
$305K +$64.9K +266 +27%
PA
432
Procyon Advisors
Connecticut
$299K -$1.46K -6 -0.5%
IMCOOI
433
Investment Management Corp of Ontario (IMCO)
Canada
$296K -$146K -600 -33%
PA
434
Profund Advisors
Maryland
$294K +$31.5K +129 +12%
PI
435
PFG Investments
New York
$294K +$54.2K +222 +23%
ONB
436
Old National Bancorp
Indiana
$288K -$45.4K -186 -14%
Bessemer Group
437
Bessemer Group
New Jersey
$287K +$20K +82 +7%
FAIM
438
Financial Advocates Investment Management
Washington
$281K +$8.54K +35 +3%
PD
439
Point72 (DIFC)
United Arab Emirates
$275K +$275K +1,127 New
HH
440
Hilltop Holdings
Texas
$275K -$53.9K -221 -16%
EF
441
Empowered Funds
Pennsylvania
$274K +$274K +1,121 New
GT
442
Greenleaf Trust
Michigan
$273K +$17.1K +70 +7%
MFS
443
Mirabella Financial Services
United Kingdom
$273K +$273K +1,115 New
PP
444
Paloma Partners
Connecticut
$272K +$272K +1,115 New
DFCM
445
Dark Forest Capital Management
Puerto Rico
$271K +$271K +1,110 New
HI
446
Horizon Investments
North Carolina
$265K +$244 +1 +0.1%
HSA
447
HBK Sorce Advisory
Pennsylvania
$262K -$15.1K -62 -5%
MYAM
448
Meiji Yasuda Asset Management
Japan
$261K -$127K -520 -33%
FTDI
449
First Trust Direct Indexing
Massachusetts
$257K +$257K +1,055 New
CWM
450
Connecticut Wealth Management
Connecticut
$250K