FundX ETF
XCOR
XCOR
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
Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
–
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
$87.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
$42.8K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
$21.2K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $53.6M | -$7.54M | -103,012 | -12% |
|
2
Creative Planning
Overland Park,
Kansas
| $987K | – | – | – |
|
|
GS
3
GTS Securities
New York
| $583K | -$1.54M | -21,048 | -73% |
|
|
AG
4
AlTi Global
New York
| $532K | – | – | – |
|
|
AIA
5
AIMZ Investment Advisors
Los Altos,
California
| $238K | – | – | – |
|
|
MCM
6
MAI Capital Management
Independence,
Ohio
| $211K | – | – | – |
|
|
TIM
7
Total Investment Management
Scottsdale,
Arizona
| $87.3K | +$87.3K | +1,193 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $48.8K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $42.8K | +$42.8K | +585 | New |
|
10
Morgan Stanley
New York
| $27.7K | – | – | – |
|
|
AF
11
Allworth Financial
Folsom,
California
| $21.2K | +$21.2K | +290 | New |
|
12
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19.5K | -$37.1K | -507 | -66% |
|
|
FAT
13
First American Trust
Santa Ana,
California
| – | -$398K | -6,089 | Closed |
|