617 hedge funds and large institutions have $17.8B invested in IDEX in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 226 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
8.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
221
Reduced
226
Closed
43
Calls
$2.76M
Puts
$1.73M
Net Calls
+$1.03M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
501
Hollencrest Capital Management
California
$97.6K
SIM
502
Sentry Investment Management
Wisconsin
$96K
FFA
503
Farther Finance Advisors
California
$94.7K +$64.6K +268 +214%
VAG
504
VisionPoint Advisory Group
Texas
$89.6K +$33.4K +137 +60%
PCM
505
Penserra Capital Management
California
$85K -$79.9K -332 -48%
QPBE
506
Quintet Private Bank (Europe)
Luxembourg
$84.7K -$12.2K -44 -13%
PS
507
Principal Securities
Iowa
$82.2K +$13.9K +57 +20%
WPA
508
West Paces Advisors
Georgia
$80.8K +$4.39K +18 +6%
T
509
TOBAM
France
$80K -$3.93K -16 -5%
CA
510
Clearstead Advisors
Ohio
$72.8K +$9.02K +40 +14%
QL
511
Quarry LP
New York
$70.3K +$30K +123 +75%
ST
512
Smithfield Trust
Pennsylvania
$68K
TPCW
513
TD Private Client Wealth
New York
$64.2K +$7.08K +29 +12%
EWA
514
EverSource Wealth Advisors
Alabama
$63.3K +$17.6K +80 +39%
PCM
515
Perritt Capital Management
Illinois
$61.2K
LC
516
Lindbrook Capital
California
$55.4K -$1.95K -8 -3%
Northwestern Mutual Wealth Management
517
Northwestern Mutual Wealth Management
Wisconsin
$53.4K +$7.32K +30 +16%
SPIA
518
Steward Partners Investment Advisory
New York
$52K +$488 +2 +0.9%
OA
519
Operose Advisors
Wisconsin
$48.3K -$17.6K -72 -27%
UB
520
UMB Bank
Missouri
$44.9K -$732 -3 -2%
Walleye Trading
521
Walleye Trading
New York
$44.4K -$588K -2,410 -93%
WT
522
Whittier Trust
California
$36.8K
BC
523
Barrett & Company
Rhode Island
$36.7K +$6.11K +25 +20%
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.6K
AF
525
Allworth Financial
California
$35.4K +$3.66K +15 +12%