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 %
BFG
451
Bleakley Financial Group
New Jersey
$310K -$19.8K -92 -6%
SS
452
Simplicity Solutions
Minnesota
$309K -$24.5K -114 -7%
RWB
453
RMR Wealth Builders
New Jersey
$309K
AA
454
Advisory Alpha
Michigan
$304K
WAM
455
Wallington Asset Management
Indiana
$301K
KA
456
Kintegral Advisory
New York
$300K
Walleye Trading
457
Walleye Trading
New York
$297K +$297K +1,378 New
VFA
458
Values First Advisors
Tennessee
$293K +$12.9K +60 +5%
LWAM
459
Legacy Wealth Asset Management
Minnesota
$291K +$6.89K +32 +2%
PFO
460
Pathstone Family Office
New Jersey
$289K -$50.2K -246 -15%
KPWS
461
Kestra Private Wealth Services
Texas
$287K +$22K +102 +8%
OWM
462
OneAscent Wealth Management
Alabama
$283K +$17.5K +81 +7%
MHIC
463
Marble Harbor Investment Counsel
Massachusetts
$282K
TMAM
464
Tokio Marine Asset Management
Japan
$279K
OFS
465
OneAscent Financial Services
Alabama
$277K +$21.1K +98 +8%
VAS
466
Vestmark Advisory Solutions
Massachusetts
$277K +$16.4K +76 +6%
BW
467
Bison Wealth
Georgia
$273K
NC
468
NinePointTwo Capital
California
$272K +$272K +1,268 New
UCFA
469
United Capital Financial Advisors
Texas
$270K -$3.88K -18 -1%
CS
470
Comerica Securities
Michigan
$267K -$12.1K -56 -4%
PA
471
Procyon Advisors
Connecticut
$266K -$431 -2 -0.2%
PAG
472
Private Advisor Group
New Jersey
$263K -$1.29K -6 -0.5%
YIA
473
YHB Investment Advisors
Connecticut
$261K
BHCM
474
Boulder Hill Capital Management
New York
$258K +$258K +1,200 New
ATC
475
Argent Trust Co
Tennessee
$257K +$8.61K +40 +3%