FundX Conservative ETF
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0.36% less ownership
Funds ownership: 42.02% → 41.66% (-0.36%)
3% less capital invested
Capital invested by funds: $24.4M → $23.7M (-$613K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$331K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$35.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.59M |
| 2 |
GS
GTS Securities
New York
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $21.8M | -$1.59M | -37,496 | -7% |
|
|
CL
2
Choreo LLC
Rockford,
Illinois
| $1.14M | – | – | – |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $340K | +$331K | +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 | +$35.6K | +841 | New |
|
|
GS
7
GTS Securities
New York
| – | -$221K | -5,256 | Closed |
|
XRLX Hedge Fund Activity: Q3 2024 in Review
6 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q3 2024, worth a combined $23.7M — down 2.5% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XRLX positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $331K. The largest seller was One Capital Management, cutting an estimated $1.59M.
- 6 institutional investors held FundX Conservative ETF (XRLX) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $23.7M of FundX Conservative ETF stock for Q3 2024, down 2.5% quarter-over-quarter.
- 2 funds opened new FundX Conservative ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest FundX Conservative ETF buyer in Q3 2024 was Atria Investments, an estimated $331K added.
- The largest FundX Conservative ETF seller in Q3 2024 was One Capital Management, an estimated $1.59M sold.
Based on aggregated 13F filings for Q3 2024.