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FundX Conservative ETF

5 hedge funds and large institutions have $24.4M invested in FundX Conservative ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
1
One Capital Management
California
$22.7M -$340K -8,101 -1%
CL
2
Choreo LLC
Illinois
$1.12M +$1.12M +26,478 New
Creative Planning
3
Creative Planning
Kansas
$270K
GS
4
GTS Securities
New York
$221K -$129K -3,077 -37%
GJIA
5
Glass Jacobson Investment Advisors
Maryland
$99.1K -$21.9K -522 -18%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
-$354K -8,795 Closed
UBS Group
7
UBS Group
Switzerland
-$161 -4 Closed