FundX ETF
XCOR
10 hedge funds and large institutions have $58.8M invested in FundX ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.39% less ownership
Funds ownership: 40% → 38.61% (-1.4%)
15% less capital invested
Capital invested by funds: $69.1M → $58.8M (-$10.3M)
17% less funds holding
Funds holding: 12 → 10 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$1.16M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$54.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$4.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$664K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$285K |
| 4 |
AIP
Alexis Investment Partners
Montgomery,
Texas
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $54.7M | -$4.7M | -66,327 | -7% |
|
|
GS
2
GTS Securities
New York
| $1.9M | +$1.16M | +16,347 | +129% |
|
3
Creative Planning
Overland Park,
Kansas
| $882K | – | – | – |
|
|
AG
4
AlTi Global
New York
| $476K | – | – | – |
|
|
FAT
5
First American Trust
Santa Ana,
California
| $398K | – | – | – |
|
|
AIA
6
AIMZ Investment Advisors
Los Altos,
California
| $213K | – | – | – |
|
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $188K | – | – | – |
|
|
8
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $50.6K | +$54.8K | +773 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $44.5K | – | – | – |
|
10
Morgan Stanley
New York
| $24.8K | – | – | – |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$664K | -9,260 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$285K | -3,970 | Closed |
|
|
AIP
13
Alexis Investment Partners
Montgomery,
Texas
| – | -$143K | -2,000 | Closed |
|
XCOR Hedge Fund Activity: Q1 2025 in Review
10 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FundX ETF (XCOR) for Q1 2025, worth a combined $58.8M — down 15% from $69.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XCOR and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was GTS Securities, adding an estimated $1.16M. The largest seller was One Capital Management, cutting an estimated $4.7M.
- 10 institutional investors held FundX ETF (XCOR) as of Q1 2025, down from 12 in Q4 2024.
- Funds reported $58.8M of FundX ETF stock for Q1 2025, down 15% quarter-over-quarter.
- 1 fund opened new FundX ETF positions in Q1 2025 and 3 closed out, a net change of -2 holders.
- The largest FundX ETF buyer in Q1 2025 was GTS Securities, an estimated $1.16M added.
- The largest FundX ETF seller in Q1 2025 was One Capital Management, an estimated $4.7M sold.
Based on aggregated 13F filings for Q1 2025.