488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
451
Benjamin F. Edwards & Company
Missouri
$9K
BWM
452
BerganKDV Wealth Management
Minnesota
$9K
DAM
453
Delta Asset Management
Tennessee
$8K
SPIA
454
Steward Partners Investment Advisory
New York
$8K
TFO
455
Tarbox Family Office
California
$8K +$2.17K +16 +37%
AT
456
Arden Trust
Delaware
$7K +$7K +50 New
CWM
457
Cedar Wealth Management
California
$7K +$7K +53 New
TPCW
458
TD Private Client Wealth
New York
$6.08K +$4.7K +34 +340%
SLF
459
Sun Life Financial
Ontario, Canada
$6K
BL
460
Balentine LLC
Georgia
$6K +$2.25K +15 +60%
VCM
461
Vigilant Capital Management
Maine
$6K +$6K +45 New
EARNEST Partners
462
EARNEST Partners
Georgia
$5K
CFGS
463
Concourse Financial Group Securities
Alabama
$5K
VNA
464
Valley National Advisers
Pennsylvania
$5K
VCM
465
Versant Capital Management
Arizona
$5K
CI
466
CX Institutional
Indiana
$5K +$4.47K +34 +850%
SFS
467
Sowell Financial Services
Arkansas
$4K -$2.86K -20 -42%
MF
468
Manchester Financial
California
$4K
BBHC
469
Brown Brothers Harriman & Co
New York
$4K +$4K +32 New
TWA
470
TCI Wealth Advisors
Arizona
$3K
SFSIG
471
San Francisco Sentry Investment Group
California
$3K
PFBT
472
Parkside Financial Bank & Trust
Missouri
$3K +$1.65K +11 +122%
AII
473
AGF Investments Inc
Ontario, Canada
$3K +$3K +21 New
PWMG
474
Prestige Wealth Management Group
New Jersey
$3K +$3K +24 New
FHA
475
Flagship Harbor Advisors
Massachusetts
$2K