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 %
LJHT
601
Laurie J. Hall Trustee
$5K -$5.23K -23 -51%
FRA
602
Front Row Advisors
California
$5K +$5K +23 New
BWM
603
BerganKDV Wealth Management
Minnesota
$4.95K -$4.09K -19 -45%
RTL
604
Red Tortoise LLC
Georgia
$4.31K
MCM
605
MV Capital Management
Maryland
$3.88K +$1.94K +9 +100%
DAM
606
Delta Asset Management
Tennessee
$3.23K -$3.23K -15 -50%
GFPC
607
Global Financial Private Client
Florida
$3.19K
MFT
608
Moisand Fitzgerald Tamayo
Florida
$3.01K
HI
609
Harbour Investments
Wisconsin
$2.8K -$20K -93 -88%
WP
610
WealthPLAN Partners
Nebraska
$2.8K +$2.8K +13 New
AF
611
Advisornet Financial
Minnesota
$2.37K -$431 -2 -15%
ZB
612
Zions Bancorporation
Utah
$2.37K +$431 +2 +22%
GI
613
Gradient Investments
Minnesota
$2.37K +$2.37K +11 New
CAL
614
Capital Advisors Ltd
Ohio
$2K -$8.29K -29 -81%
KFP
615
KB Financial Partners
New Jersey
$2K
ADL
616
Asset Dedication LLC
California
$2K
SIA
617
SkyView Investment Advisors
New Jersey
$2K +$500 +2 +33%
AssetMark Inc
618
AssetMark Inc
California
$1.94K
IPW
619
Impact Partnership Wealth
Georgia
$1.94K +$1.94K +9 New
DI
620
Disciplined Investments
Oklahoma
$1.72K -$215 -1 -11%
CWP
621
Concord Wealth Partners
Virginia
$1.72K
SIC
622
SJS Investment Consulting
Ohio
$1.51K -$1.08K -5 -42%
JGIA
623
Jackson Grant Investment Advisers
Connecticut
$1.51K
LIM
624
Longfellow Investment Management
Massachusetts
$1.29K
CAS
625
Coppell Advisory Solutions
Texas
$1.07K +$1.07K +5 New