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FundX ETF
XCOR

Overview Fund Trends Analyst Outlook Journalist POV

12 hedge funds and large institutions have $56.4M invested in FundX ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$87.3K
2
+$42.8K
3
+$21.2K

Top Sellers

1
-$7.54M
2
-$1.54M
3
-$398K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$37.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$53.6M
Creative Planning
2
Creative Planning
Kansas
$987K
GS
3
GTS Securities
New York
$583K
AG
4
AlTi Global
New York
$532K
AIA
5
AIMZ Investment Advisors
California
$238K
MCM
6
MAI Capital Management
Ohio
$211K
TIM
7
Total Investment Management
Arizona
$87.3K
Osaic Holdings
8
Osaic Holdings
Arizona
$48.8K
UBS Group
9
UBS Group
Switzerland
$42.8K
Morgan Stanley
10
Morgan Stanley
New York
$27.7K
AF
11
Allworth Financial
California
$21.2K
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$19.5K
FAT
13
First American Trust
California
–