Expion360
XPON
9 hedge funds and large institutions have $740K invested in Expion360 in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
2% more capital invested
Capital invested by funds: $729K → $740K (+$11.5K)
0% more ownership
Funds ownership: 0% → 0% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$105K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$46.6K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$17.5K |
| 4 |
CWM
Cahill Wealth Management
Portage,
Michigan
|
+$5.83K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.9K |
| 2 |
BlackRock
New York
|
-$5.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
1
Cahill Wealth Management
Portage,
Michigan
| $182K | +$5.83K | +1 | +3% |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $140K | +$17.5K | +3 | +13% |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $125K | – | – | – |
|
|
PCM
4
Perritt Capital Management
Chicago,
Illinois
| $103K | – | – | – |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $88.2K | +$105K | +18 | New |
|
|
KPWS
6
Kestra Private Wealth Services
Austin,
Texas
| $41.1K | +$46.6K | +8 | New |
|
|
7
BlackRock
New York
| $35.7K | -$5.83K | -1 | -13% |
|
8
Morgan Stanley
New York
| $19.7K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $4.38K | +$5.83K | +1 | New |
|
10
Wells Fargo
San Francisco,
California
| $115 | – | – | – |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$24.9K | -4 | Closed |
|
XPON Hedge Fund Activity: Q3 2023 in Review
9 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Expion360 (XPON) for Q3 2023, worth a combined $740K — up 1.6% from $729K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XPON positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $105K. The largest seller was Bank of America, exiting entirely with an estimated $24.9K sold.
- 9 institutional investors held Expion360 (XPON) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $740K of Expion360 stock for Q3 2023, up 1.6% quarter-over-quarter.
- 3 funds opened new Expion360 positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Expion360 buyer in Q3 2023 was AE Wealth Management, an estimated $105K added.
- The largest Expion360 seller in Q3 2023 was Bank of America, an estimated $24.9K sold.
Based on aggregated 13F filings for Q3 2023.