Expion360
XPON
10 hedge funds and large institutions have $1.05M invested in Expion360 in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
42% more capital invested
Capital invested by funds: $740K → $1.05M (+$314K)
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more ownership
Funds ownership: 0% → 0% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$94.6K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$55.6K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.5K |
| 4 |
Morgan Stanley
New York
|
+$27.8K |
| 5 |
BlackRock
New York
|
+$11.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$44.5K |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$44.5K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$41.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
1
Cahill Wealth Management
Portage,
Michigan
| $239K | – | – | – |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $211K | +$44.5K | +8 | +32% |
|
3
Geode Capital Management
Boston,
Massachusetts
| $173K | – | – | – |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $112K | +$94.6K | +17 | New |
|
|
PCM
5
Perritt Capital Management
Chicago,
Illinois
| $80.8K | -$44.5K | -8 | -38% |
|
|
6
Citadel Advisors
Miami,
Florida
| $60.3K | +$55.6K | +10 | New |
|
|
7
Morgan Stanley
New York
| $57.7K | +$27.8K | +5 | +125% |
|
|
8
BlackRock
New York
| $55.9K | +$11.1K | +2 | +29% |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $53.3K | -$44.5K | -8 | -44% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $9.66K | – | – | – |
|
11
Fidelity Investments
Boston,
Massachusetts
| $242 | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $189 | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| $162 | – | – | – |
|
14
JP Morgan Chase
New York
| $32 | – | – | – |
|
15
Bank of America
Charlotte,
North Carolina
| $22 | – | – | – |
|
|
KPWS
16
Kestra Private Wealth Services
Austin,
Texas
| – | -$41.1K | -8 | Closed |
|
XPON Hedge Fund Activity: Q4 2023 in Review
10 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Expion360 (XPON) for Q4 2023, worth a combined $1.05M — up 42% from $740K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XPON positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $94.6K. The largest seller was AE Wealth Management, cutting an estimated $44.5K.
- 10 institutional investors held Expion360 (XPON) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $1.05M of Expion360 stock for Q4 2023, up 42% quarter-over-quarter.
- 2 funds opened new Expion360 positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Expion360 buyer in Q4 2023 was Commonwealth Equity Services, an estimated $94.6K added.
- The largest Expion360 seller in Q4 2023 was AE Wealth Management, an estimated $44.5K sold.
Based on aggregated 13F filings for Q4 2023.