613 hedge funds and large institutions have $15.4B invested in IDEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 208 increasing their positions, 242 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
51
Increased
208
Reduced
242
Closed
68
Calls
$1.12M
Puts
$4.87M
Net Calls
-$3.75M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
551
Harbor Investment Advisory
Maryland
$19.1K -$416 -2 -2%
IAS
552
IMA Advisory Services
Colorado
$18.3K
LF
553
Lee Financial
Texas
$18.3K +$6.24K +30 +52%
MRC
554
Millburn Ridgefield Corp
New York
$18.3K +$18.3K +88 New
CCA
555
Catalyst Capital Advisors
New York
$18.3K +$18.3K +88 New
KFI
556
Key Financial Inc
Pennsylvania
$16K
BWAM
557
Boyd Watterson Asset Management
Ohio
$15.6K
SC
558
Steph & Co
Wisconsin
$15.4K
CHC
559
City Holding Co
West Virginia
$14.6K
SWA
560
Sutton Wealth Advisors
Florida
$13.5K +$1.87K +9 +16%
EIM
561
Essex Investment Management
Massachusetts
$12.9K
LFA
562
LGT Financial Advisors
Texas
$12.5K +$12.5K +60 New
NA
563
NewEdge Advisors
Louisiana
$12.1K +$1.25K +6 +12%
SFG
564
Steward Financial Group
Texas
$12K +$12K +62 New
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$11.2K
WB
566
Webster Bank
Connecticut
$11.2K
AAP
567
Arax Advisory Partners
Colorado
$10.8K -$2.08K -10 -16%
SWA
568
SOA Wealth Advisors
New York
$10.6K
FFA
569
Farther Finance Advisors
California
$9.99K +$1.46K +7 +17%
BWM
570
Baystate Wealth Management
Massachusetts
$9.57K +$9.57K +46 New
AWM
571
Abound Wealth Management
Tennessee
$8.95K
VCM
572
Versant Capital Management
Arizona
$8.53K
GWS
573
Glassman Wealth Services
Virginia
$8.32K -$624 -3 -7%
CFD
574
Creative Financial Designs
Indiana
$8.32K
CQS
575
Credential Qtrade Securities
$8.32K