FundX Conservative ETF
XRLX
7 hedge funds and large institutions have $23.1M invested in FundX Conservative ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
6% more capital invested
Capital invested by funds: $21.7M → $23.1M (+$1.38M)
0.81% more ownership
Funds ownership: 39.61% → 40.42% (+0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$344K |
| 2 |
GS
GTS Securities
New York
|
+$39.9K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$4.15K |
| 4 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
+$1.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$403K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$352 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $22M | -$403K | -10,308 | -2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $354K | +$344K | +8,795 | New |
|
|
GS
3
GTS Securities
New York
| $336K | +$39.9K | +1,021 | +14% |
|
|
4
Creative Planning
Overland Park,
Kansas
| $259K | +$4.15K | +106 | +2% |
|
|
GJIA
5
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $116K | +$1.37K | +35 | +1% |
|
|
HCM
6
Highlander Capital Management
Short Hills,
New Jersey
| $1.01K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $161 | -$352 | -9 | -69% |
|
XRLX Hedge Fund Activity: Q1 2024 in Review
7 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q1 2024, worth a combined $23.1M — up 6.3% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new XRLX positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $344K. The largest seller was One Capital Management, cutting an estimated $403K.
- 7 institutional investors held FundX Conservative ETF (XRLX) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $23.1M of FundX Conservative ETF stock for Q1 2024, up 6.3% quarter-over-quarter.
- 1 fund opened new FundX Conservative ETF positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest FundX Conservative ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $344K added.
- The largest FundX Conservative ETF seller in Q1 2024 was One Capital Management, an estimated $403K sold.
Based on aggregated 13F filings for Q1 2024.