FundX ETF
XCOR
11 hedge funds and large institutions have $45.3M invested in FundX ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
32.75% more ownership
Funds ownership: 0% → 32.75% (+33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$43.5M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
+$807K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$772K |
| 4 |
FAT
First American Trust
Santa Ana,
California
|
+$319K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$314K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $42.5M | +$43.5M | +869,718 | New |
|
|
CL
2
Choreo LLC
Rockford,
Illinois
| $809K | +$807K | +16,140 | New |
|
|
3
Creative Planning
Overland Park,
Kansas
| $754K | +$772K | +15,441 | New |
|
|
FAT
4
First American Trust
Santa Ana,
California
| $312K | +$319K | +6,385 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $306K | +$314K | +6,271 | New |
|
|
B
6
Bailard
Foster City,
California
| $271K | +$277K | +5,540 | New |
|
7
HighTower Advisors
Chicago,
Illinois
| $242K | +$247K | +4,939 | New |
|
|
GJIA
8
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $56.9K | +$58.2K | +1,164 | New |
|
9
Wells Fargo
San Francisco,
California
| $38.5K | +$39.4K | +787 | New |
|
10
UBS Group
Zurich,
Switzerland
| $15.2K | +$15.6K | +312 | New |
|
11
Morgan Stanley
New York
| $7.87K | +$8.05K | +161 | New |
|
XCOR Hedge Fund Activity: Q4 2022 in Review
11 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FundX ETF (XCOR) for Q4 2022, worth a combined $45.3M.
Buyers outnumbered sellers: 11 funds opened new XCOR positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was One Capital Management, opening a new position worth an estimated $43.5M.
- 11 institutional investors held FundX ETF (XCOR) as of Q4 2022, up from 0 in Q3 2022.
- Funds reported $45.3M of FundX ETF stock for Q4 2022.
- 11 funds opened new FundX ETF positions in Q4 2022 and 0 closed out, a net change of +11 holders.
- The largest FundX ETF buyer in Q4 2022 was One Capital Management, an estimated $43.5M added.
Based on aggregated 13F filings for Q4 2022.