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 %
CCS
451
Concentric Capital Strategies
Connecticut
$265K +$265K +1,273 New
BW
452
Bison Wealth
Georgia
$264K
JSA
453
Jacobson & Schmitt Advisors
Wisconsin
$258K +$12.3K +59 +5%
PA
454
Procyon Advisors
Connecticut
$257K -$208 -1 -0.1%
WPC
455
Wedmont Private Capital
Pennsylvania
$254K +$3.33K +16 +1%
HWM
456
HB Wealth Management
Georgia
$253K +$253K +1,218 New
YIA
457
YHB Investment Advisors
Connecticut
$253K
WI
458
Wahed Invest
New York
$248K +$20.8K +100 +9%
CA
459
Centerpoint Advisors
Massachusetts
$247K
PI
460
PEAK6 Investments
Illinois
$242K -$68.4K -329 -22%
IC
461
IEQ Capital
California
$241K +$30.8K +148 +15%
CNBT
462
Canandaigua National Bank & Trust
New York
$238K +$28.3K +136 +13%
CWM
463
Connecticut Wealth Management
Connecticut
$238K
GT
464
Greenleaf Trust
Michigan
$232K +$3.33K +16 +1%
CP
465
Covenant Partners
Tennessee
$230K -$17.7K -85 -7%
GS
466
GTS Securities
New York
$227K -$20.8K -100 -8%
ATC
467
Argent Trust Co
Tennessee
$226K -$21.8K -105 -9%
FMAEN1
468
Fund Management at Engine No 1
California
$225K +$20.2K +97 +10%
CS
469
Comerica Securities
Michigan
$223K -$35.2K -169 -14%
HI
470
Horizon Investments
North Carolina
$220K +$3.11K +15 +1%
VCM
471
Virtue Capital Management
Tennessee
$215K
EARNEST Partners
472
EARNEST Partners
Georgia
$213K +$205K +986 +2,528%
VFA
473
Values First Advisors
Tennessee
$213K -$69.9K -336 -25%
WAG
474
Wallace Advisory Group
California
$213K -$4.74K -22 -2%
CCA
475
Cobblestone Capital Advisors
New York
$211K