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 %
TCWA
501
Ten Capital Wealth Advisors
Washington
$196K
BFEC
502
Benjamin F. Edwards & Company
Missouri
$195K +$18.3K +85 +10%
PPC
503
Park Place Capital
Alabama
$194K -$14.6K -68 -7%
AIP
504
Ameritas Investment Partners
Nebraska
$193K -$15.9K -74 -8%
GRP
505
Global Retirement Partners
California
$188K
PCM
506
Penserra Capital Management
California
$184K +$99.6K +468 +118%
Point72 Asset Management
507
Point72 Asset Management
Connecticut
$180K +$180K +834 New
KI
508
Kapitalo Investimentos
Brazil
$168K +$168K +781 New
BTI
509
Blue Trust Inc
Georgia
$150K -$5.99K -26 -4%
CI Investments Inc
510
CI Investments Inc
Ontario, Canada
$146K +$4.1K +19 +3%
GGI
511
Godsey & Gibb Inc
Virginia
$140K
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K -$2.37K -11 -2%
VSQM
513
V-Square Quantitative Management
Illinois
$135K +$135K +625 New
PA
514
Parallel Advisors
California
$134K +$6.24K +29 +5%
UB
515
UMB Bank
Missouri
$132K -$3.23K -15 -2%
AA
516
Alta Advisers
United Kingdom
$129K
UM
517
UniSuper Management
Australia
$129K +$129K +600 New
NIMI
518
Natixis Investment Managers International
France
$127K -$7.97K -37 -6%
SOW
519
State of Wyoming
Wyoming
$121K -$73.4K -341 -38%
HNB
520
Huntington National Bank
Ohio
$119K +$646 +3 +0.5%
S
521
SignatureFD
Georgia
$118K -$9.26K -43 -7%
IA
522
IFP Advisors
Florida
$112K -$646 -3 -0.6%
QCG
523
Quadrant Capital Group
Ohio
$107K -$2.8K -13 -3%
SIM
524
Sentry Investment Management
Wisconsin
$107K
FHA
525
First Horizon Advisors
Tennessee
$107K