561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
501
IMA Advisory Services
Colorado
$16K
Northwestern Mutual Wealth Management
502
Northwestern Mutual Wealth Management
Wisconsin
$16K +$10.7K +62 +200%
TCOV
503
Trust Company of Vermont
Vermont
$15K +$15K +82 New
AAP
504
Arax Advisory Partners
Colorado
$14K -$5.03K -28 -26%
EWA
505
EverSource Wealth Advisors
Alabama
$14K -$2.99K -16 -18%
SC
506
Steph & Co
Wisconsin
$13K -$1.76K -10 -12%
CHC
507
City Holding Co
West Virginia
$13K
MA
508
MUFG Americas
New York
$12K
EIM
509
Essex Investment Management
Massachusetts
$11K
VCM
510
Vigilant Capital Management
Maine
$11K
KFI
511
Key Financial Inc
Pennsylvania
$11K
Bank of Montreal
512
Bank of Montreal
Ontario, Canada
$10.1K +$948 +5,128 +10%
WB
513
Webster Bank
Connecticut
$10K
BWM
514
BerganKDV Wealth Management
Minnesota
$10K
SFCL
515
Strengthening Families & Communities LLC
Massachusetts
$10K
CWP
516
Concord Wealth Partners
Virginia
$10K +$4.46K +25 +81%
SWA
517
SOA Wealth Advisors
New York
$9K -$5.47K -31 -38%
CA
518
Crewe Advisors
Utah
$8K +$8K +43 New
CFD
519
Creative Financial Designs
Indiana
$7K
TWA
520
TCI Wealth Advisors
Arizona
$7K
VNA
521
Valley National Advisers
Pennsylvania
$7K
VCM
522
Versant Capital Management
Arizona
$7K
EARNEST Partners
523
EARNEST Partners
Georgia
$7K
JWA
524
JFS Wealth Advisors
Pennsylvania
$7K +$3.68K +20 +111%
AF
525
Allworth Financial
California
$6K -$16.8K -95 -74%