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 %
A
551
AlphaQuest
New York
$13.7K -$166K -682 -92%
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$13.2K
BGAI
553
Bruce G. Allen Investments
Colorado
$12.9K
AAP
554
Arax Advisory Partners
Colorado
$12.7K
SWA
555
SOA Wealth Advisors
New York
$12.4K
BWAM
556
Boyd Watterson Asset Management
Ohio
$12.2K -$6.1K -25 -33%
FRA
557
Front Row Advisors
California
$12.2K +$12.2K +50 New
KWAG
558
Kiely Wealth Advisory Group
North Carolina
$11.6K
PPC
559
Park Place Capital
Alabama
$11.5K -$13.4K -55 -54%
CAL
560
Capital Advisors Ltd
Ohio
$11K +$7.65K +32 +229%
PC
561
Pier Capital
Connecticut
$11K
FUBT
562
First United Bank & Trust
Maryland
$11K
VCM
563
Versant Capital Management
Arizona
$10.5K
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$10.5K +$488 +2 +5%
PTC
565
Private Trust Company
Ohio
$10.2K
CFD
566
Creative Financial Designs
Indiana
$9.76K
JWM
567
Janiczek Wealth Management
Colorado
$9.76K
CQS
568
Credential Qtrade Securities
$9.76K
PA
569
Pineridge Advisors
Missouri
$9.52K -$6.35K -26 -40%
IRC
570
Investors Research Corp
Georgia
$9.52K
RFG
571
RFP Financial Group
Georgia
$9.52K
VNA
572
Valley National Advisers
Pennsylvania
$9K
LI
573
LRI Investments
Florida
$8.79K +$8.79K +36 New
CTWM
574
Cherry Tree Wealth Management
Minnesota
$8.54K
CTA
575
Colonial Trust Advisors
South Carolina
$8.54K