FundX Conservative ETF
XRLX
XRLX
8 hedge funds and large institutions have $19.2M invested in FundX Conservative ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Holders
8
Holding in Top 10
–
Calls
–
Puts
–
Top Sellers
| 1 | -$2.96M | |
| 2 | -$308K | |
| 3 | -$35.4K | |
| 4 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
-$9.78K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$797 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $17.3M |
|
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|
GS
2
GTS Securities
New York
| $800K |
|
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|
AI
3
Atria Investments
Charlotte,
North Carolina
| $395K |
|
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4
Creative Planning
Overland Park,
Kansas
| $290K |
|
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5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $237K |
|
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|
GJIA
6
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $94.7K |
|
|||
7
UBS Group
Zurich,
Switzerland
| $50.9K |
|
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|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $35.4K |
|
|||
9
Citadel Advisors
Miami,
Florida
| – |
|