610 hedge funds and large institutions have $16.5B invested in IDEX in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
9.84%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
221
Reduced
180
Closed
33
Calls
$5.84M
Puts
$8.97M
Net Calls
-$3.13M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
501
IFP Advisors
Florida
$77K +$6.84K +47 +10%
CCA
502
Column Capital Advisors
Indiana
$72.4K
WPA
503
West Paces Advisors
Georgia
$70.8K
HFM
504
Harvest Fund Management
China
$66K +$66K +290 New
ST
505
Smithfield Trust
Pennsylvania
$63K
AIM
506
Anchor Investment Management
South Carolina
$61K
CT
507
Colonial Trust
South Carolina
$61K +$61K +267 New
OWA
508
One Wealth Advisors
California
$61K +$61K +267 New
GRP
509
Global Retirement Partners
California
$58.9K
PCM
510
Perritt Capital Management
Illinois
$57.1K +$57.1K +250 New
CFGS
511
Concourse Financial Group Securities
Alabama
$56.2K +$5.25K +23 +10%
WTC
512
WhitTier Trust Company
Nevada
$55.9K
CSPIA
513
Cary Street Partners Investment Advisory
Virginia
$55.5K +$55.5K +243 New
C
514
Covestor
United Kingdom
$55K -$58.9K -256 -52%
SC
515
Seldon Capital
California
$47.7K
AF
516
Allworth Financial
California
$46.8K +$913 +4 +2%
GPI
517
General Partner Inc
Pennsylvania
$46.1K +$46.1K +202 New
LC
518
Lindbrook Capital
California
$43.8K +$2.28K +10 +5%
NA
519
NewEdge Advisors
Louisiana
$38.8K +$38.8K +187 New
TPCW
520
TD Private Client Wealth
New York
$36.8K +$3.88K +17 +12%
WT
521
Whittier Trust
California
$34.5K
LWANC
522
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.3K
PB
523
Pinnacle Bancorp
Nebraska
$34K
RTC
524
Riverview Trust Company
Washington
$32K
DIP
525
DT Investment Partners
Pennsylvania
$31.1K