XCOR icon

FundX ETF

8 hedge funds and large institutions have $59.5M invested in FundX ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
1
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
1
One Capital Management
California
$56.7M -$1.16M -18,869 -2%
Creative Planning
2
Creative Planning
Kansas
$834K -$115K -1,873 -12%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$594K +$258K +4,202 +77%
AG
4
AlTi Global
New York
$447K +$447K +7,272 New
FAT
5
First American Trust
California
$392K
GS
6
GTS Securities
New York
$243K -$743K -12,093 -75%
AIA
7
AIMZ Investment Advisors
California
$200K +$200K +3,259 New
Morgan Stanley
8
Morgan Stanley
New York
$9.9K -$9.9K -161 -50%
GJIA
9
Glass Jacobson Investment Advisors
Maryland
-$64.4K -1,164 Closed