Expion360
XPON
8 hedge funds and large institutions have $246K invested in Expion360 in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more ownership
Funds ownership: 0% → 0% (+0%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
58% less capital invested
Capital invested by funds: $580K → $246K (-$334K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$72.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$30.7K |
| 3 |
Two Sigma Investments
New York
|
+$28.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$15.3K |
| 5 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$65K |
| 2 |
BlackRock
New York
|
-$31.6K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$94 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $49.9K | +$72.3K | +33 | +367% |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $48.6K | +$8.77K | +4 | +11% |
|
|
CWM
3
Cahill Wealth Management
Portage,
Michigan
| $44.4K | – | – | – |
|
4
Geode Capital Management
Boston,
Massachusetts
| $34.1K | – | – | – |
|
|
PCM
5
Perritt Capital Management
Chicago,
Illinois
| $25K | +$11K | +5 | +31% |
|
|
6
UBS Group
Zurich,
Switzerland
| $16.8K | +$30.7K | +14 | New |
|
|
7
Two Sigma Investments
New York
| $15.4K | +$28.5K | +13 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $11.5K | +$15.3K | +7 | +233% |
|
9
Morgan Stanley
New York
| $500 | – | – | – |
|
10
Bank of America
Charlotte,
North Carolina
| $41 | – | – | – |
|
11
JP Morgan Chase
New York
| $11 | – | – | – |
|
|
12
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$65K | -17 | Closed |
|
|
13
BlackRock
New York
| – | -$31.6K | -8 | Closed |
|
|
14
Wells Fargo
San Francisco,
California
| – | -$94 | – | – |
|
XPON Hedge Fund Activity: Q2 2024 in Review
8 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Expion360 (XPON) for Q2 2024, worth a combined $246K — down 58% from $580K a quarter earlier.
Fund positioning in XPON was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $72.3K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $65K sold.
- 8 institutional investors held Expion360 (XPON) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $246K of Expion360 stock for Q2 2024, down 58% quarter-over-quarter.
- 2 funds opened new Expion360 positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest Expion360 buyer in Q2 2024 was Citadel Advisors, an estimated $72.3K added.
- The largest Expion360 seller in Q2 2024 was Commonwealth Equity Services, an estimated $65K sold.
Based on aggregated 13F filings for Q2 2024.