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 %
RTC
526
Riverview Trust Company
Washington
$34.7K +$34.7K +142 New
DIP
527
DT Investment Partners
Pennsylvania
$33.2K
PFBT
528
Parkside Financial Bank & Trust
Missouri
$31.5K +$244 +1 +0.8%
WTC
529
WhitTier Trust Company
Nevada
$30.5K
BIA
530
Bell Investment Advisors
California
$27.3K
LS
531
Livforsakringsbolaget Skandia
Sweden
$24.4K
PWMG
532
Private Wealth Management Group
New Jersey
$23.7K
WB
533
Webster Bank
Connecticut
$22.9K +$9.76K +40 +74%
HIA
534
Harbor Investment Advisory
Maryland
$21.5K +$2.44K +10 +13%
EIM
535
Essex Investment Management
Massachusetts
$20.5K
SWS
536
SYSTM Wealth Solutions
Illinois
$19.8K
AWM
537
Abound Wealth Management
Tennessee
$19.8K +$12.2K +50 +161%
KFI
538
Key Financial Inc
Pennsylvania
$18.8K
PB
539
Pinnacle Bancorp
Nebraska
$18.8K
MRC
540
Millburn Ridgefield Corp
New York
$18.5K -$2.44K -10 -12%
CCA
541
Catalyst Capital Advisors
New York
$18.5K -$2.44K -10 -12%
SC
542
Steph & Co
Wisconsin
$18.1K
Jones Financial Companies
543
Jones Financial Companies
Missouri
$17.9K +$17.9K +73 New
EBA
544
Eagle Bay Advisors
New York
$17.3K -$3.66K -15 -17%
CHC
545
City Holding Co
West Virginia
$17.1K
NA
546
NewEdge Advisors
Louisiana
$15.4K -$12.9K -53 -46%
SFCL
547
Strengthening Families & Communities LLC
Massachusetts
$15K -$30.2K -125 -67%
FFA
548
Frazier Financial Advisors
Ohio
$14.4K
LFA
549
LGT Financial Advisors
Texas
$14.2K
GI
550
GAMMA Investing
California
$13.9K +$3.9K +16 +39%