603 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 223 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
8.72%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
70
Increased
205
Reduced
223
Closed
87
Calls
$6.49M
Puts
$7.1M
Net Calls
-$614K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
451
Frank Rimerman Advisors
California
$203K -$21.2K -99 -9%
MIM
452
Morningstar Investment Management
Illinois
$202K +$202K +946 New
HWM
453
HB Wealth Management
Georgia
$202K +$202K +940 New
MFIM
454
Mesirow Financial Investment Management
Illinois
$201K +$201K +938 New
OC
455
Oarsman Capital
Wisconsin
$199K -$210K -981 -51%
SOW
456
State of Wyoming
Wyoming
$196K -$10.7K -50 -5%
LFG
457
Larson Financial Group
Missouri
$173K +$173K +805 New
AIP
458
Ameritas Investment Partners
Nebraska
$165K -$10.5K -49 -6%
GRP
459
Global Retirement Partners
California
$165K +$1.29K +6 +0.8%
VAG
460
VisionPoint Advisory Group
Texas
$151K +$34.3K +160 +29%
NIMI
461
Natixis Investment Managers International
France
$150K +$31.3K +146 +26%
C
462
Covestor
United Kingdom
$148K +$35.3K +165 +31%
FFA
463
Farther Finance Advisors
California
$144K -$12.2K -57 -8%
FHA
464
First Horizon Advisors
Tennessee
$141K -$15K -70 -10%
Walleye Capital
465
Walleye Capital
New York
$140K -$548K -2,555 -80%
PA
466
Parallel Advisors
California
$140K +$3K +14 +2%
GGI
467
Godsey & Gibb Inc
Virginia
$139K
QCG
468
Quadrant Capital Group
Ohio
$136K
HNB
469
Huntington National Bank
Ohio
$135K +$24.9K +116 +23%
CI Investments Inc
470
CI Investments Inc
Ontario, Canada
$132K +$14.1K +66 +12%
HFS
471
Hantz Financial Services
Michigan
$115K
Acadian Asset Management
472
Acadian Asset Management
Massachusetts
$113K -$390K -1,818 -78%
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$107K +$10.5K +49 +11%
MG
474
Mather Group
Illinois
$107K -$6.86K -32 -6%
S
475
SignatureFD
Georgia
$102K -$41K -191 -29%