FundX Conservative ETF
XRLX
XRLX
6 hedge funds and large institutions have $16.1M invested in FundX Conservative ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Holders
6
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
No buyers this quarter
Top Sellers
| 1 | -$3.29M | |
| 2 | -$477K | |
| 3 | -$237K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$50.9K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $14.8M |
|
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|
AI
2
Atria Investments
Charlotte,
North Carolina
| $412K |
|
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|
GS
3
GTS Securities
New York
| $362K |
|
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4
Creative Planning
Overland Park,
Kansas
| $304K |
|
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|
GJIA
5
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $99.3K |
|
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|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $37.1K |
|
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7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – |
|
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|
8
UBS Group
Zurich,
Switzerland
| – |
|