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FundX Conservative ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+6
Holders Change %
–
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCM
One Capital Management
California
+$21.1M
2
GS
GTS Securities
New York
+$277K
3
Creative Planning
Creative Planning
Kansas
+$240K
4
GJIA
Glass Jacobson Investment Advisors
Maryland
+$108K
5
HCM
Highlander Capital Management
New Jersey
+$946

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1
One Capital Management
California
$21.1M +$21.1M +557,773 New
GS
2
GTS Securities
New York
$277K +$277K +7,312 New
Creative Planning
3
Creative Planning
Kansas
$240K +$240K +6,332 New
GJIA
4
Glass Jacobson Investment Advisors
Maryland
$108K +$108K +2,847 New
HCM
5
Highlander Capital Management
New Jersey
$946 +$946 +25 New
UBS Group
6
UBS Group
Switzerland
$492 +$492 +13 New