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FundX ETF

10 hedge funds and large institutions have $67.8M invested in FundX ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
1
One Capital Management
California
$64.7M +$774K +11,400 +1%
Creative Planning
2
Creative Planning
Kansas
$916K
GS
3
GTS Securities
New York
$516K -$444K -6,538 -46%
AG
4
AlTi Global
New York
$494K
FAT
5
First American Trust
California
$434K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$434K +$98.4K +1,448 +29%
AIA
7
AIMZ Investment Advisors
California
$221K
Osaic Holdings
8
Osaic Holdings
Arizona
$46.2K +$46.2K +680 New
Morgan Stanley
9
Morgan Stanley
New York
$10.9K
UBS Group
10
UBS Group
Switzerland
$7.47K +$7.47K +110 New