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FundX ETF
XCOR

10 hedge funds and large institutions have $54.9M invested in FundX ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
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
+$227K
2
+$157K
3
+$139K
4
Morgan Stanley
Morgan Stanley
New York
+$92.7K

Top Sellers

1
-$5.82M
2
-$87.3K
3
-$42.8K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$19.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$51.5M
Creative Planning
2
Creative Planning
Kansas
$1.06M
GS
3
GTS Securities
New York
$763K
AG
4
AlTi Global
New York
$569K
AIA
5
AIMZ Investment Advisors
California
$255K
Stifel Financial
6
Stifel Financial
Missouri
$227K
MCM
7
MAI Capital Management
Ohio
$225K
AIP
8
Alexis Investment Partners
Texas
$157K
Morgan Stanley
9
Morgan Stanley
New York
$122K
AF
10
Allworth Financial
California
$22.7K
TIM
11
Total Investment Management
Arizona
–
UBS Group
12
UBS Group
Switzerland
–
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
–