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 %
CP
476
Covenant Partners
Tennessee
$257K -$38.7K -180 -13%
GS
477
GTS Securities
New York
$257K +$257K +1,192 New
CA
478
Centerpoint Advisors
Massachusetts
$255K
JSA
479
Jacobson & Schmitt Advisors
Wisconsin
$255K +$255K +1,183 New
RJT
480
Raymond James Trust
Florida
$253K +$34K +158 +16%
WPC
481
Wedmont Private Capital
Pennsylvania
$252K -$70.4K -336 -22%
CWM
482
Connecticut Wealth Management
Connecticut
$246K
FWA
483
FSM Wealth Advisors
Ohio
$237K -$15.8K -73 -6%
GT
484
Greenleaf Trust
Michigan
$237K -$29.5K -137 -11%
WI
485
Wahed Invest
New York
$235K +$22.6K +105 +11%
OC
486
Oarsman Capital
Wisconsin
$235K -$8.83K -41 -4%
WAG
487
Wallace Advisory Group
California
$233K
QCM
488
Qsemble Capital Management
New York
$226K +$226K +1,050 New
HI
489
Horizon Investments
North Carolina
$225K +$18.2K +85 +9%
V
490
Veritable
Delaware
$220K -$15.9K -74 -7%
IC
491
IEQ Capital
California
$218K -$63.7K -296 -23%
CCA
492
Cobblestone Capital Advisors
New York
$218K
GD
493
Grandfield & Dodd
New York
$218K
CNBT
494
Canandaigua National Bank & Trust
New York
$217K -$5.81K -27 -3%
PAM
495
Paradigm Asset Management
New York
$215K +$215K +1,000 New
VCM
496
Virtue Capital Management
Tennessee
$215K -$8.86K -42 -4%
FMAEN1
497
Fund Management at Engine No 1
California
$212K +$14.9K +69 +8%
Bessemer Group
498
Bessemer Group
New Jersey
$208K -$6.24K -29 -3%
BAM
499
Blueshift Asset Management
New Jersey
$207K +$207K +963 New
BL
500
Balentine LLC
Georgia
$201K +$201K +936 New