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 %
JGIA
601
Jackson Grant Investment Advisers
Connecticut
$1.71K
DF
602
Dunhill Financial
United Kingdom
$1.62K +$232 +1 +17%
PWA
603
Provenance Wealth Advisors
Florida
$1.46K
LIM
604
Longfellow Investment Management
Massachusetts
$1.46K
S
605
Sachetta
Massachusetts
$1.3K
GI
606
Gradient Investments
Minnesota
$1.22K -$2.93K -12 -71%
CCM
607
Chilton Capital Management
Texas
$977
VWA
608
Valued Wealth Advisors
Utah
$733
TWD
609
True Wealth Design
Ohio
$733 +$244 +1 +50%
TFM
610
TFC Financial Management
Massachusetts
$733 +$244 +1 +50%
CSWM
611
Cassady Schiller Wealth Management
Ohio
$732 +$732 +3 New
ECM
612
Everence Capital Management
Indiana
$693
RCM
613
Raleigh Capital Management
North Carolina
$488 +$488 +2 New
AF
614
Advisornet Financial
Minnesota
$244 -$2.44K -10 -91%
TWP
615
TFO Wealth Partners
Ohio
$244
AFWM
616
Abich Financial Wealth Management
Virginia
$244 +$244 +1 New
AssetMark Inc
617
AssetMark Inc
California
$244 +$244 +1 New
DWM
618
Dogwood Wealth Management
Kansas
$2 -$3
Citadel Advisors
619
Citadel Advisors
Florida
-$54.8M -252,467 Closed
Renaissance Technologies
620
Renaissance Technologies
New York
-$7.37M -33,925 Closed
WMSA
621
Weiss Multi-Strategy Advisers
New York
-$3.35M -15,449 Closed
FC
622
FORA Capital
Florida
-$2.98M -13,724 Closed
EP
623
Edgestream Partners
New Jersey
-$2.85M -13,127 Closed
ACM
624
Aquatic Capital Management
Illinois
-$2.3M -10,600 Closed
AC
625
AXQ Capital
New Jersey
-$1.31M -6,023 Closed