FundX ETF
XCOR
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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
3% more capital invested
Capital invested by funds: $65.7M → $67.8M (+$2.11M)
0.93% more ownership
Funds ownership: 39.62% → 40.56% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$750K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$95.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$44.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $64.7M | +$750K | +11,400 | +1% |
|
2
Creative Planning
Overland Park,
Kansas
| $916K | – | – | – |
|
|
GS
3
GTS Securities
New York
| $516K | -$430K | -6,538 | -46% |
|
|
AG
4
AlTi Global
New York
| $494K | – | – | – |
|
|
FAT
5
First American Trust
Santa Ana,
California
| $434K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $434K | +$95.3K | +1,448 | +29% |
|
|
AIA
7
AIMZ Investment Advisors
Los Altos,
California
| $221K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $46.2K | +$44.8K | +680 | New |
|
9
Morgan Stanley
New York
| $10.9K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $7.47K | +$7.24K | +110 | New |
|
XCOR Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FundX ETF (XCOR) for Q3 2024, worth a combined $67.8M — up 3.2% from $65.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XCOR positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was One Capital Management, adding an estimated $750K. The largest seller was GTS Securities, cutting an estimated $430K.
- 10 institutional investors held FundX ETF (XCOR) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $67.8M of FundX ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
- 2 funds opened new FundX ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest FundX ETF buyer in Q3 2024 was One Capital Management, an estimated $750K added.
- The largest FundX ETF seller in Q3 2024 was GTS Securities, an estimated $430K sold.
Based on aggregated 13F filings for Q3 2024.