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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
3% less capital invested
Capital invested by funds: $56.4M → $54.9M (-$1.43M)
2.35% less ownership
Funds ownership: 34.51% → 32.16% (-2.3%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$219K |
| 2 |
AIP
Alexis Investment Partners
Montgomery,
Texas
|
+$151K |
| 3 |
GS
GTS Securities
New York
|
+$134K |
| 4 |
Morgan Stanley
New York
|
+$89.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$5.62M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$87.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.8K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$19.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $51.5M | -$5.62M | -74,329 | -10% |
|
2
Creative Planning
Overland Park,
Kansas
| $1.06M | – | – | – |
|
|
GS
3
GTS Securities
New York
| $763K | +$134K | +1,774 | +22% |
|
|
AG
4
AlTi Global
New York
| $569K | – | – | – |
|
|
AIA
5
AIMZ Investment Advisors
Los Altos,
California
| $255K | – | – | – |
|
|
6
Stifel Financial
St. Louis,
Missouri
| $227K | +$219K | +2,898 | New |
|
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $225K | – | – | – |
|
|
AIP
8
Alexis Investment Partners
Montgomery,
Texas
| $157K | +$151K | +2,000 | New |
|
|
9
Morgan Stanley
New York
| $122K | +$89.5K | +1,184 | +312% |
|
|
AF
10
Allworth Financial
Folsom,
California
| $22.7K | – | – | – |
|
|
TIM
11
Total Investment Management
Scottsdale,
Arizona
| – | -$87.3K | -1,193 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$42.8K | -585 | Closed |
|
|
13
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$19.5K | -266 | Closed |
|
XCOR Hedge Fund Activity: Q3 2025 in Review
10 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FundX ETF (XCOR) for Q3 2025, worth a combined $54.9M — down 2.5% from $56.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XCOR and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Stifel Financial, opening a new position worth an estimated $219K. The largest seller was One Capital Management, cutting an estimated $5.62M.
- 10 institutional investors held FundX ETF (XCOR) as of Q3 2025, down from 11 in Q2 2025.
- Funds reported $54.9M of FundX ETF stock for Q3 2025, down 2.5% quarter-over-quarter.
- 2 funds opened new FundX ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest FundX ETF buyer in Q3 2025 was Stifel Financial, an estimated $219K added.
- The largest FundX ETF seller in Q3 2025 was One Capital Management, an estimated $5.62M sold.
Based on aggregated 13F filings for Q3 2025.