FundX Aggressive ETF
XNAV
5 hedge funds and large institutions have $7.24M invested in FundX Aggressive ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
4% less capital invested
Capital invested by funds: $7.5M → $7.24M (-$267K)
1.35% less ownership
Funds ownership: 32.25% → 30.9% (-1.4%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$219K |
| 2 |
Morgan Stanley
New York
|
+$32.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$729K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$430K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$55.5K |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$12.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $6.71M | -$12.6K | -232 | -0.2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $230K | +$219K | +4,031 | New |
|
|
GS
3
GTS Securities
New York
| $207K | -$729K | -13,451 | -79% |
|
|
4
Morgan Stanley
New York
| $68K | +$32.3K | +595 | +100% |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15.8K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$430K | -8,316 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$55.5K | -1,073 | Closed |
|
XNAV Hedge Fund Activity: Q4 2023 in Review
5 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in FundX Aggressive ETF (XNAV) for Q4 2023, worth a combined $7.24M — down 3.6% from $7.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of XNAV and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $219K. The largest seller was GTS Securities, cutting an estimated $729K.
- 5 institutional investors held FundX Aggressive ETF (XNAV) as of Q4 2023, down from 6 in Q3 2023.
- Funds reported $7.24M of FundX Aggressive ETF stock for Q4 2023, down 3.6% quarter-over-quarter.
- 1 fund opened new FundX Aggressive ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest FundX Aggressive ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $219K added.
- The largest FundX Aggressive ETF seller in Q4 2023 was GTS Securities, an estimated $729K sold.
Based on aggregated 13F filings for Q4 2023.