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
451
Cobblestone Capital Advisors
New York
$247K
VFA
452
Voya Financial Advisors
Connecticut
$246K -$15K -61 -6%
CA
453
Centerpoint Advisors
Massachusetts
$245K -$10.8K -44 -4%
OFS
454
OneAscent Financial Services
Alabama
$245K +$245K +1,003 New
DP
455
Dearborn Partners
Illinois
$244K -$220K -902 -47%
BCM
456
BluePath Capital Management
Georgia
$243K +$243K +996 New
LSAG
457
Lake Street Advisors Group
New Hampshire
$243K +$15.6K +64 +7%
BWG
458
Berry Wealth Group
Texas
$240K +$240K +985 New
GD
459
Grandfield & Dodd
New York
$240K
EI
460
Ethic Inc
New York
$239K -$742K -3,040 -76%
NIM
461
NEOS Investment Management
Connecticut
$237K -$4.15K -17 -2%
WPC
462
Wedmont Private Capital
Pennsylvania
$233K +$233K +966 New
N
463
Natixis
France
$230K +$203K +830 +735%
SW
464
SVB Wealth
Massachusetts
$229K -$275K -1,126 -55%
MIM
465
Morningstar Investment Management
Illinois
$225K
GAM
466
Gotham Asset Management
New York
$224K +$224K +918 New
Walleye Capital
467
Walleye Capital
New York
$224K -$2.12M -8,705 -90%
SIM
468
Studio Investment Management
Illinois
$221K +$16.8K +69 +8%
SOW
469
State of Wyoming
Wyoming
$220K -$15.4K -63 -7%
HCM
470
Harvey Capital Management
Florida
$220K +$220K +900 New
BSC
471
Brown Shipley & Co
United Kingdom
$218K -$85.8K -356 -28%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$216K +$8.78K +36 +4%
MIA
473
MeadowBrook Investment Advisors
Michigan
$214K -$19.5K -80 -8%
CCA
474
Cadent Capital Advisors
Oklahoma
$212K +$212K +867 New
NRD
475
Nebula Research & Development
New York
$202K +$202K +827 New