531 hedge funds and large institutions have $15.6B invested in IDEX in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 210 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
210
Reduced
179
Closed
59
Calls
$12.6M
Puts
$15.9M
Net Calls
-$3.31M
Net Calls Change
+$662K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
451
Column Capital Advisors
Indiana
$76K -$3.36K -16 -4%
NR
452
Newfound Research
Massachusetts
$69K -$66.1K -314 -49%
WPA
453
West Paces Advisors
Georgia
$64.9K
ACM
454
Allred Capital Management
Texas
$64.9K +$64.9K +310 New
JWM
455
Janiczek Wealth Management
Colorado
$61K +$7.91K +38 +15%
WTC
456
WhitTier Trust Company
Nevada
$59K
S
457
SignatureFD
Georgia
$59K +$5.63K +27 +11%
ST
458
Smithfield Trust
Pennsylvania
$58K
CIA
459
CSat Investment Advisory
Michigan
$57K +$13.4K +64 +31%
AIM
460
Anchor Investment Management
South Carolina
$55.9K
T
461
TOBAM
France
$54K
CFGS
462
Concourse Financial Group Securities
Alabama
$53K +$12.3K +59 +30%
PA
463
Parallel Advisors
California
$51K -$7.73K -37 -13%
RE
464
RBC Europe
United Kingdom
$47.1K
WT
465
Whittier Trust
California
$45K +$31.5K +151 +232%
FHC
466
First Horizon Corporation
Tennessee
$43K +$2.7K +13 +7%
LC
467
Lindbrook Capital
California
$42K
CBT
468
CoreFirst Bank & Trust
Kansas
$40K
PCM
469
Penserra Capital Management
California
$38K +$5.37K +26 +16%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$37K
LWANC
471
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K
SWP
472
ShoreHaven Wealth Partners
New Jersey
$31K
GAM
473
Gemmer Asset Management
California
$30K
BCA
474
Berman Capital Advisors
Georgia
$26K
PB
475
Pinnacle Bancorp
Nebraska
$26K +$26K +123 New