FundX ETF
XCOR
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
9% more capital invested
Capital invested by funds: $54.6M → $59.5M (+$4.85M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less ownership
Funds ownership: 38.69% → 38.69% (-0%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
AlTi Global
New York
|
+$427K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$247K |
| 3 |
AIA
AIMZ Investment Advisors
Los Altos,
California
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.11M |
| 2 |
GS
GTS Securities
New York
|
-$711K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$110K |
| 4 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
-$64.4K |
| 5 |
Morgan Stanley
New York
|
-$9.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $56.7M | -$1.11M | -18,869 | -2% |
|
|
2
Creative Planning
Overland Park,
Kansas
| $834K | -$110K | -1,873 | -12% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $594K | +$247K | +4,202 | +77% |
|
|
AG
4
AlTi Global
New York
| $447K | +$427K | +7,272 | New |
|
|
FAT
5
First American Trust
Santa Ana,
California
| $392K | – | – | – |
|
|
GS
6
GTS Securities
New York
| $243K | -$711K | -12,093 | -75% |
|
|
AIA
7
AIMZ Investment Advisors
Los Altos,
California
| $200K | +$192K | +3,259 | New |
|
|
8
Morgan Stanley
New York
| $9.9K | -$9.46K | -161 | -50% |
|
|
GJIA
9
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$64.4K | -1,164 | Closed |
|
XCOR Hedge Fund Activity: Q1 2024 in Review
8 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FundX ETF (XCOR) for Q1 2024, worth a combined $59.5M — up 8.9% from $54.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XCOR positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was AlTi Global, opening a new position worth an estimated $427K. The largest seller was One Capital Management, cutting an estimated $1.11M.
- 8 institutional investors held FundX ETF (XCOR) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $59.5M of FundX ETF stock for Q1 2024, up 8.9% quarter-over-quarter.
- 2 funds opened new FundX ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest FundX ETF buyer in Q1 2024 was AlTi Global, an estimated $427K added.
- The largest FundX ETF seller in Q1 2024 was One Capital Management, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2024.