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 %
CTC
526
Central Trust Company
Missouri
$106K -$172K -800 -62%
DWA
527
Dougherty Wealth Advisers
Minnesota
$102K
CA
528
Clearstead Advisors
Ohio
$91.1K +$30.1K +140 +49%
QC
529
Quent Capital
New York
$87.6K
HCM
530
Hollencrest Capital Management
California
$86.1K
BBHC
531
Brown Brothers Harriman & Co
New York
$86.1K +$86.1K +400 New
FAM
532
Fred Alger Management
New York
$84K -$41.3K -192 -33%
EBA
533
Eagle Bay Advisors
New York
$77.6K -$5.38K -25 -6%
QPBE
534
Quintet Private Bank (Europe)
Luxembourg
$74.8K +$638 +3 +0.9%
CCA
535
Column Capital Advisors
Indiana
$68.2K
WPA
536
West Paces Advisors
Georgia
$66.7K
Federated Hermes
537
Federated Hermes
Pennsylvania
$64.6K -$349K -1,620 -84%
YAL
538
Your Advocates Ltd
Texas
$60.3K +$60.3K +280 New
ST
539
Smithfield Trust
Pennsylvania
$60K
AIM
540
Anchor Investment Management
South Carolina
$57.5K
CT
541
Colonial Trust
South Carolina
$57.5K
C
542
Covestor
United Kingdom
$56K -$4.12K -19 -7%
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$55.8K +$3.44K +16 +7%
PCM
544
Perritt Capital Management
Illinois
$53.8K
CFGS
545
Concourse Financial Group Securities
Alabama
$48.2K +$215 +1 +0.4%
AF
546
Allworth Financial
California
$46.9K -$861 -4 -2%
TPCW
547
TD Private Client Wealth
New York
$43.1K +$9.9K +46 +30%
LC
548
Lindbrook Capital
California
$42.6K +$2.37K +11 +6%
WTG
549
West Tower Group
Virginia
$42.4K +$42.4K +197 New
SFCL
550
Strengthening Families & Communities LLC
Massachusetts
$36K +$23.1K +108 +180%