FundX Conservative ETF
XRLX
XRLX
6 hedge funds and large institutions have $23.7M invested in FundX Conservative ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$340K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$36.6K |
Top Sellers
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.63M |
| 2 |
GS
GTS Securities
New York
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $21.8M | -$1.63M | -37,496 | -7% |
|
|
CL
2
Choreo LLC
Rockford,
Illinois
| $1.14M | – | – | – |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $340K | +$340K | +7,810 | New |
|
4
Creative Planning
Overland Park,
Kansas
| $280K | – | – | – |
|
|
GJIA
5
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $103K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $36.6K | +$36.6K | +841 | New |
|
|
GS
7
GTS Securities
New York
| – | -$221K | -5,256 | Closed |
|