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 %
MC
651
Maverick Capital
Texas
-$450K -1,948 Closed
RFA
652
Resurgent Financial Advisors
Georgia
-$405K -1,754 Closed
ASN
653
Advisory Services Network
Georgia
-$379K -1,639 Closed
CL
654
COWA LLC
Oklahoma
-$327K -1,415 Closed
FL
655
Fort LP
Maryland
-$281K -1,216 Closed
AT
656
American Trust
Kentucky
-$270K -1,170 Closed
MYLI
657
Meiji Yasuda Life Insurance
Japan
-$253K -1,095 Closed
QI
658
Qtron Investments
Massachusetts
-$232K -1,004 Closed
MYAM
659
Meiji Yasuda Asset Management
Japan
-$225K -975 Closed
BAM
660
Belpointe Asset Management
Nevada
-$222K -962 Closed
HH
661
Hilltop Holdings
Texas
-$220K -952 Closed
HCM
662
Harvey Capital Management
Florida
-$219K -950 Closed
SFO
663
Stokes Family Office
Louisiana
-$216K -937 Closed
CI
664
Cigna Investments
Connecticut
-$209K -906 Closed
PWPS
665
Pinnacle Wealth Planning Services
Ohio
-$205K -888 Closed
BPA
666
Beacon Pointe Advisors
California
-$203K -879 Closed
PI
667
PFG Investments
New York
-$202K -875 Closed
MNBTD
668
Moody National Bank Trust Division
Texas
-$201K -871 Closed
VCG
669
Vantage Consulting Group
Virginia
-$201K -868 Closed
SA
670
Syntax Advisors
New York
-$201K -868 Closed
CCA
671
Cadent Capital Advisors
Oklahoma
-$200K -867 Closed
Cerity Partners
672
Cerity Partners
New York
-$1.1M -813 Closed
OCM
673
Orion Capital Management
California
-$95.4K -413 Closed
T
674
TOBAM
France
-$59K -257 Closed
TCOV
675
Trust Company of Vermont
Vermont
-$18.9K -82 Closed