FundX Conservative ETF
XRLX
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.
5% more capital invested
Capital invested by funds: $23.1M → $24.4M (+$1.24M)
1.6% more ownership
Funds ownership: 40.42% → 42.02% (+1.6%)
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Choreo LLC
Rockford,
Illinois
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$354K |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$328K |
| 3 |
GS
GTS Securities
New York
|
-$124K |
| 4 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
-$21.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$161 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $22.7M | -$328K | -8,101 | -1% |
|
|
CL
2
Choreo LLC
Rockford,
Illinois
| $1.12M | +$1.07M | +26,478 | New |
|
3
Creative Planning
Overland Park,
Kansas
| $270K | – | – | – |
|
|
GS
4
GTS Securities
New York
| $221K | -$124K | -3,077 | -37% |
|
|
GJIA
5
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $99.1K | -$21.1K | -522 | -18% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$354K | -8,795 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$161 | -4 | Closed |
|
XRLX Hedge Fund Activity: Q2 2024 in Review
5 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q2 2024, worth a combined $24.4M — up 5.4% from $23.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of XRLX and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 0 added.
The largest buyer was Choreo LLC, opening a new position worth an estimated $1.07M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $354K sold.
- 5 institutional investors held FundX Conservative ETF (XRLX) as of Q2 2024, down from 7 in Q1 2024.
- Funds reported $24.4M of FundX Conservative ETF stock for Q2 2024, up 5.4% quarter-over-quarter.
- 1 fund opened new FundX Conservative ETF positions in Q2 2024 and 2 closed out, a net change of -1 holder.
- The largest FundX Conservative ETF buyer in Q2 2024 was Choreo LLC, an estimated $1.07M added.
- The largest FundX Conservative ETF seller in Q2 2024 was Susquehanna International Group, an estimated $354K sold.
Based on aggregated 13F filings for Q2 2024.