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 %
HI
476
Harbour Investments
Wisconsin
$24K +$24K +116 New
FPS
477
Fieldpoint Private Securities
Connecticut
$23K
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$22K
OC
479
Oakworth Capital
Alabama
$19K
SC
480
Steph & Co
Wisconsin
$18K -$1.5K -7 -8%
IAS
481
IMA Advisory Services
Colorado
$18K
SOW
482
State of Wyoming
Wyoming
$18K +$18K +87 New
CHC
483
City Holding Co
West Virginia
$15K
SPIA
484
Steward Partners Investment Advisory
New York
$14.9K
PFBT
485
Parkside Financial Bank & Trust
Missouri
$14K +$3.66K +17 +35%
TPCW
486
TD Private Client Wealth
New York
$13.8K -$2.09K -10 -13%
SWA
487
SOA Wealth Advisors
New York
$13K -$17K -85 -57%
EIM
488
Essex Investment Management
Massachusetts
$13K
TFO
489
Tarbox Family Office
California
$12K
BWM
490
BerganKDV Wealth Management
Minnesota
$12K
TFS
491
TrustCore Financial Services
Tennessee
$11K
FI
492
FormulaFolio Investments
Michigan
$11K +$11K +49 New
Nisa Investment Advisors
493
Nisa Investment Advisors
Missouri
$10.5K -$84 -400 -0.8%
ETC
494
Exchange Traded Concepts
Oklahoma
$10K -$13.2K -62 -57%
DAM
495
Delta Asset Management
Tennessee
$9K
VCM
496
Versant Capital Management
Arizona
$9K
SLF
497
Sun Life Financial
Ontario, Canada
$9K
TWA
498
TCI Wealth Advisors
Arizona
$9K +$4.2K +21 +88%
VNA
499
Valley National Advisers
Pennsylvania
$8K
CFD
500
Creative Financial Designs
Indiana
$8K