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 %
IA
576
IFP Advisors
Florida
$8.3K +$976 +4 +13%
MCM
577
Manchester Capital Management
Vermont
$7.32K -$244 -1 -3%
JWA
578
JFS Wealth Advisors
Pennsylvania
$6.35K
PWMG
579
Prestige Wealth Management Group
New Jersey
$5.86K
BTI
580
Blue Trust Inc
Georgia
$5.61K -$12K -49 -68%
HI
581
Harbour Investments
Wisconsin
$4.88K -$732 -3 -13%
RTL
582
Red Tortoise LLC
Georgia
$4.88K
CA
583
Crewe Advisors
Utah
$4.39K +$4.39K +18 New
DAM
584
Delta Asset Management
Tennessee
$3.66K
CFO
585
CVA Family Office
Colorado
$3.66K
GFPC
586
Global Financial Private Client
Florida
$3.61K
MFT
587
Moisand Fitzgerald Tamayo
Florida
$3.42K
CFGS
588
Concourse Financial Group Securities
Alabama
$3.17K
FFO
589
Fortitude Family Office
Arizona
$3.17K
MCM
590
MV Capital Management
Maryland
$2.93K +$976 +4 +50%
TIM
591
Tortoise Investment Management
New York
$2.93K +$2.93K +12 New
SIS
592
Sound Income Strategies
Florida
$2.93K +$2.93K +12 New
WIA
593
Wetzel Investment Advisors
Indiana
$2.71K
ZB
594
Zions Bancorporation
Utah
$2.68K
SL
595
Salomon & Ludwin
Virginia
$2.68K
HCP
596
Hexagon Capital Partners
Arkansas
$2.68K +$2.68K +11 New
DPW
597
DiNuzzo Private Wealth
Pennsylvania
$2.2K -$244 -1 -10%
SIC
598
SJS Investment Consulting
Ohio
$2.2K +$244 +1 +13%
ADL
599
Asset Dedication LLC
California
$2K
AW
600
Avion Wealth
Texas
$2K