603 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 223 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-20
Holders Change %
-3.21%
% of All Funds
8.72%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
70
Increased
205
Reduced
223
Closed
87
Calls
$6.49M
Puts
$7.1M
Net Calls
-$614K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
501
Mascoma Wealth Management
New Hampshire
$46.8K -$7.51K -35 -14%
WT
502
Whittier Trust
California
$44.8K
LC
503
Lindbrook Capital
California
$44.4K -$1.07K -5 -2%
TPCW
504
TD Private Client Wealth
New York
$43.8K -$3.22K -15 -7%
AF
505
Advisornet Financial
Minnesota
$43.5K +$43.1K +201 +10,050%
LS
506
Livforsakringsbolaget Skandia
Sweden
$42.9K +$21.4K +100 +100%
OA
507
Operose Advisors
Wisconsin
$42.5K
AAP
508
Arax Advisory Partners
Colorado
$39.9K -$215 -1 -0.5%
AssetMark Inc
509
AssetMark Inc
California
$39K +$39K +182 New
LWANC
510
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.2K
PS
511
Planned Solutions
California
$32.2K +$32.2K +150 New
CH
512
Cromwell Holdings
Wyoming
$31.5K +$4.72K +22 +18%
RTC
513
Riverview Trust Company
Washington
$30.5K
CCA
514
Catalyst Capital Advisors
New York
$29.8K +$12.7K +59 +74%
DIP
515
DT Investment Partners
Pennsylvania
$29.2K
UB
516
UMB Bank
Missouri
$26.8K -$24.9K -116 -48%
WTC
517
WhitTier Trust Company
Nevada
$26.8K
BWP
518
Baldwin Wealth Partners
Massachusetts
$26K +$26K +121 New
GI
519
GAMMA Investing
California
$25.5K +$4.08K +19 +19%
PFBT
520
Parkside Financial Bank & Trust
Missouri
$24.5K
IA
521
IFP Advisors
Florida
$24K +$3K +14 +14%
BIA
522
Bell Investment Advisors
California
$24K
Simplex Trading
523
Simplex Trading
Illinois
$21K +$21K +98 New
ATS
524
Ashton Thomas Securities
New York
$20.2K +$20.2K +94 New
PFG
525
Peterson Financial Group
Iowa
$19.4K +$19.4K +91 New