FundX ETF
XCOR
12 hedge funds and large institutions have $69.1M invested in FundX ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
20% more funds holding
Funds holding: 10 → 12 (+2)
2% more capital invested
Capital invested by funds: $67.8M → $69.1M (+$1.35M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.56% less ownership
Funds ownership: 40.56% → 40% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$360K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$281K |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$204K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$204K |
| 5 |
Morgan Stanley
New York
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$3.56M |
| 2 |
FAT
First American Trust
Santa Ana,
California
|
-$20.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $64.7M | -$3.56M | -50,300 | -5% |
|
2
Creative Planning
Overland Park,
Kansas
| $967K | – | – | – |
|
|
GS
3
GTS Securities
New York
| $909K | +$360K | +5,081 | +67% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $664K | +$204K | +2,876 | +45% |
|
|
AG
5
AlTi Global
New York
| $521K | – | – | – |
|
|
FAT
6
First American Trust
Santa Ana,
California
| $437K | -$20.9K | -296 | -5% |
|
|
7
Citadel Advisors
Miami,
Florida
| $285K | +$281K | +3,970 | New |
|
|
AIA
8
AIMZ Investment Advisors
Los Altos,
California
| $234K | – | – | – |
|
|
MCM
9
MAI Capital Management
Independence,
Ohio
| $206K | +$204K | +2,878 | New |
|
|
AIP
10
Alexis Investment Partners
Montgomery,
Texas
| $143K | +$142K | +2,000 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $48.8K | – | – | – |
|
|
12
Morgan Stanley
New York
| $27.2K | +$15.4K | +218 | +135% |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$7.47K | -110 | Closed |
|
XCOR Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FundX ETF (XCOR) for Q4 2024, worth a combined $69.1M — up 2% from $67.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XCOR positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was GTS Securities, adding an estimated $360K. The largest seller was One Capital Management, cutting an estimated $3.56M.
- 12 institutional investors held FundX ETF (XCOR) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $69.1M of FundX ETF stock for Q4 2024, up 2% quarter-over-quarter.
- 3 funds opened new FundX ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest FundX ETF buyer in Q4 2024 was GTS Securities, an estimated $360K added.
- The largest FundX ETF seller in Q4 2024 was One Capital Management, an estimated $3.56M sold.
Based on aggregated 13F filings for Q4 2024.