FundX ETF
XCOR
9 hedge funds and large institutions have $50.6M invested in FundX ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.39% less ownership
Funds ownership: 37.95% → 37.56% (-0.39%)
9% less capital invested
Capital invested by funds: $55.5M → $50.6M (-$4.94M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$371K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$2.25M |
| 2 |
GS
GTS Securities
New York
|
-$804K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $48.4M | -$2.25M | -43,961 | -4% |
|
2
Creative Planning
Overland Park,
Kansas
| $762K | – | – | – |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $730K | +$371K | +7,251 | +96% |
|
|
FAT
4
First American Trust
Santa Ana,
California
| $315K | – | – | – |
|
|
GS
5
GTS Securities
New York
| $289K | -$804K | -15,688 | -73% |
|
|
GJIA
6
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $57.4K | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $34.4K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $14.8K | +$15.4K | +300 | New |
|
9
Morgan Stanley
New York
| $7.94K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$11.6K | -226 | Closed |
|
XCOR Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FundX ETF (XCOR) for Q3 2023, worth a combined $50.6M — down 8.9% from $55.5M a quarter earlier.
Fund positioning in XCOR was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $371K. The largest seller was One Capital Management, cutting an estimated $2.25M.
- 9 institutional investors held FundX ETF (XCOR) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $50.6M of FundX ETF stock for Q3 2023, down 8.9% quarter-over-quarter.
- 1 fund opened new FundX ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest FundX ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $371K added.
- The largest FundX ETF seller in Q3 2023 was One Capital Management, an estimated $2.25M sold.
Based on aggregated 13F filings for Q3 2023.