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 %
MCC
526
Money Concepts Capital
Florida
$6K -$3.88K -22 -39%
GWS
527
Glassman Wealth Services
Virginia
$6K -$188 -1 -3%
IA
528
IFP Advisors
Florida
$6K
AssetMark Inc
529
AssetMark Inc
California
$5K -$636K -3,179 -99%
JWM
530
Janiczek Wealth Management
Colorado
$5K -$21.7K -113 -81%
FPS
531
Fieldpoint Private Securities
Connecticut
$5K -$13.3K -80 -73%
SC
532
Schubert & Co
Texas
$5K +$3.57K +20 +250%
Loomis, Sayles & Company
533
Loomis, Sayles & Company
Massachusetts
$5K +$5K +25 New
PWMG
534
Prestige Wealth Management Group
New Jersey
$4K
IRC
535
Investors Research Corp
Georgia
$4K +$4K +20 New
WTA
536
Washington Trust Advisors
Massachusetts
$3K
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$3K
AIP
538
Ahrens Investment Partners
Louisiana
$3K
EW
539
Evoke Wealth
California
$3K
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.05K +13 +217%
PTC
541
Private Trust Company
Ohio
$3K +$3K +18 New
GFPC
542
Global Financial Private Client
Florida
$2.76K
SC
543
Stephens Consulting
Michigan
$2.72K
MFT
544
Moisand Fitzgerald Tamayo
Florida
$2K -$2.33K -14 -54%
KFP
545
KB Financial Partners
New Jersey
$2K
ADL
546
Asset Dedication LLC
California
$2K
CAL
547
Capital Advisors Ltd
Ohio
$2K
ZB
548
Zions Bancorporation
Utah
$2K
DI
549
Disciplined Investments
Oklahoma
$2K +$400 +2 +25%
SWA
550
Sutton Wealth Advisors
Florida
$1.45K