FundX Aggressive ETF
XNAV
3 hedge funds and large institutions have $7.3M invested in FundX Aggressive ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.
0.71% less ownership
Funds ownership: 30.19% → 29.48% (-0.71%)
10% less capital invested
Capital invested by funds: $8.12M → $7.3M (-$825K)
40% less funds holding
Funds holding: 5 → 3 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$35.9K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$13.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$427K |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
-$351K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$55.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $7.24M | +$35.9K | +722 | +0.5% |
|
2
Morgan Stanley
New York
| $42.2K | – | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.7K | +$13.8K | +277 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| – | -$427K | -8,580 | Closed |
|
|
CL
5
Choreo LLC
Rockford,
Illinois
| – | -$351K | -6,946 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$55.9K | -1,122 | Closed |
|
XNAV Hedge Fund Activity: Q1 2023 in Review
3 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in FundX Aggressive ETF (XNAV) for Q1 2023, worth a combined $7.3M — down 10% from $8.12M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XNAV and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was One Capital Management, adding an estimated $35.9K. The largest seller was Citadel Advisors, exiting entirely with an estimated $427K sold.
- 3 institutional investors held FundX Aggressive ETF (XNAV) as of Q1 2023, down from 5 in Q4 2022.
- Funds reported $7.3M of FundX Aggressive ETF stock for Q1 2023, down 10% quarter-over-quarter.
- 1 fund opened new FundX Aggressive ETF positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest FundX Aggressive ETF buyer in Q1 2023 was One Capital Management, an estimated $35.9K added.
- The largest FundX Aggressive ETF seller in Q1 2023 was Citadel Advisors, an estimated $427K sold.
Based on aggregated 13F filings for Q1 2023.