FundX ETF
XCOR
XCOR
8 hedge funds and large institutions have $50.5M invested in FundX ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
-3
Holders Change %
-27.27%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
2
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $49.1M | +$7.28M | +151,406 | +17% |
|
2
Creative Planning
Overland Park,
Kansas
| $742K | – | – | – |
|
|
FAT
3
First American Trust
Santa Ana,
California
| $307K | – | – | – |
|
|
MG
4
Mather Group
Chicago,
Illinois
| $268K | +$268K | +5,579 | New |
|
5
Wells Fargo
San Francisco,
California
| $37.8K | – | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $33.5K | +$33.5K | +697 | New |
|
7
UBS Group
Zurich,
Switzerland
| $29.6K | +$14.6K | +304 | +97% |
|
8
Morgan Stanley
New York
| $7.74K | – | – | – |
|
|
CL
9
Choreo LLC
Rockford,
Illinois
| – | -$809K | -16,140 | Closed |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$306K | -6,271 | Closed |
|
|
B
11
Bailard
Foster City,
California
| – | -$271K | -5,540 | Closed |
|
12
HighTower Advisors
Chicago,
Illinois
| – | -$242K | -4,939 | Closed |
|