FundX ETF
XCOR
11 hedge funds and large institutions have $56.4M invested in FundX ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
4% less capital invested
Capital invested by funds: $58.8M → $56.4M (-$2.48M)
4.1% less ownership
Funds ownership: 38.61% → 34.51% (-4.1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$80.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$39.5K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$19.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$6.96M |
| 2 |
GS
GTS Securities
New York
|
-$1.42M |
| 3 |
FAT
First American Trust
Santa Ana,
California
|
-$398K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$44.5K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$34.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $53.6M | -$6.96M | -103,012 | -12% |
|
2
Creative Planning
Overland Park,
Kansas
| $987K | – | – | – |
|
|
GS
3
GTS Securities
New York
| $583K | -$1.42M | -21,048 | -73% |
|
|
AG
4
AlTi Global
New York
| $532K | – | – | – |
|
|
AIA
5
AIMZ Investment Advisors
Los Altos,
California
| $238K | – | – | – |
|
|
MCM
6
MAI Capital Management
Independence,
Ohio
| $211K | – | – | – |
|
|
TIM
7
Total Investment Management
Scottsdale,
Arizona
| $87.3K | +$80.6K | +1,193 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $42.8K | +$39.5K | +585 | New |
|
9
Morgan Stanley
New York
| $27.7K | – | – | – |
|
|
AF
10
Allworth Financial
Folsom,
California
| $21.2K | +$19.6K | +290 | New |
|
|
11
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19.5K | -$34.3K | -507 | -66% |
|
|
FAT
12
First American Trust
Santa Ana,
California
| – | -$398K | -6,089 | Closed |
|
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$44.5K | -680 | Closed |
|
XCOR Hedge Fund Activity: Q2 2025 in Review
11 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FundX ETF (XCOR) for Q2 2025, worth a combined $56.4M — down 4.2% from $58.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XCOR positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $80.6K. The largest seller was One Capital Management, cutting an estimated $6.96M.
- 11 institutional investors held FundX ETF (XCOR) as of Q2 2025, up from 10 in Q1 2025.
- Funds reported $56.4M of FundX ETF stock for Q2 2025, down 4.2% quarter-over-quarter.
- 3 funds opened new FundX ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest FundX ETF buyer in Q2 2025 was Total Investment Management, an estimated $80.6K added.
- The largest FundX ETF seller in Q2 2025 was One Capital Management, an estimated $6.96M sold.
Based on aggregated 13F filings for Q2 2025.