FundX Conservative ETF
XRLX
6 hedge funds and large institutions have $21.7M invested in FundX Conservative ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
39.61% more ownership
Funds ownership: 0% → 39.61% (+40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$20.5M |
| 2 |
GS
GTS Securities
New York
|
+$269K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$233K |
| 4 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
+$105K |
| 5 |
HCM
Highlander Capital Management
Short Hills,
New Jersey
|
+$919 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $21.1M | +$20.5M | +557,773 | New |
|
|
GS
2
GTS Securities
New York
| $277K | +$269K | +7,312 | New |
|
|
3
Creative Planning
Overland Park,
Kansas
| $240K | +$233K | +6,332 | New |
|
|
GJIA
4
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $108K | +$105K | +2,847 | New |
|
|
HCM
5
Highlander Capital Management
Short Hills,
New Jersey
| $946 | +$919 | +25 | New |
|
6
UBS Group
Zurich,
Switzerland
| $492 | +$478 | +13 | New |
|
XRLX Hedge Fund Activity: Q4 2023 in Review
6 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q4 2023, worth a combined $21.7M.
Buyers outnumbered sellers: 6 funds opened new XRLX positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was One Capital Management, opening a new position worth an estimated $20.5M.
- 6 institutional investors held FundX Conservative ETF (XRLX) as of Q4 2023, up from 0 in Q3 2023.
- Funds reported $21.7M of FundX Conservative ETF stock for Q4 2023.
- 6 funds opened new FundX Conservative ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
- The largest FundX Conservative ETF buyer in Q4 2023 was One Capital Management, an estimated $20.5M added.
Based on aggregated 13F filings for Q4 2023.