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FundX ETF
XCOR

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

17% less funds holding

Funds holding: 12 → 10 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.07M
2
+$50.6K

Top Sellers

1
-$4.34M
2
-$664K
3
-$285K
4
AIP
Alexis Investment Partners
Texas
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$54.7M
GS
2
GTS Securities
New York
$1.9M
Creative Planning
3
Creative Planning
Kansas
$882K
AG
4
AlTi Global
New York
$476K
FAT
5
First American Trust
California
$398K
AIA
6
AIMZ Investment Advisors
California
$213K
MCM
7
MAI Capital Management
Ohio
$188K
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$50.6K
Osaic Holdings
9
Osaic Holdings
Arizona
$44.5K
Morgan Stanley
10
Morgan Stanley
New York
$24.8K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
–
Citadel Advisors
12
Citadel Advisors
Florida
–
AIP
13
Alexis Investment Partners
Texas
–