FundX Conservative ETF
XRLX
7 hedge funds and large institutions have $14.9M invested in FundX Conservative ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0.64% less ownership
Funds ownership: 31.57% → 30.93% (-0.64%)
6% less capital invested
Capital invested by funds: $15.8M → $14.9M (-$883K)
13% less funds holding
Funds holding: 8 → 7 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$8.13K |
| 2 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
+$2.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$377K |
| 2 |
GS
GTS Securities
New York
|
-$56.9K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$38.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$460 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $13.3M | -$377K | -8,214 | -3% |
|
|
GS
2
GTS Securities
New York
| $822K | -$56.9K | -1,238 | -6% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $371K | -$38.3K | -833 | -9% |
|
|
4
Creative Planning
Overland Park,
Kansas
| $300K | +$8.13K | +177 | +3% |
|
|
GJIA
5
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $86.2K | +$2.34K | +51 | +3% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $35.8K | – | – | – |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $45 | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$460 | -10 | Closed |
|
XRLX Hedge Fund Activity: Q1 2026 in Review
7 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q1 2026, worth a combined $14.9M — down 5.6% from $15.8M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of XRLX and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Creative Planning, adding an estimated $8.13K. The largest seller was One Capital Management, cutting an estimated $377K.
- 7 institutional investors held FundX Conservative ETF (XRLX) as of Q1 2026, down from 8 in Q4 2025.
- Funds reported $14.9M of FundX Conservative ETF stock for Q1 2026, down 5.6% quarter-over-quarter.
- 0 funds opened new FundX Conservative ETF positions in Q1 2026 and 1 closed out, a net change of -1 holder.
- The largest FundX Conservative ETF buyer in Q1 2026 was Creative Planning, an estimated $8.13K added.
- The largest FundX Conservative ETF seller in Q1 2026 was One Capital Management, an estimated $377K sold.
Based on aggregated 13F filings for Q1 2026.