FundX Conservative ETF
XRLX
8 hedge funds and large institutions have $24.1M invested in FundX Conservative ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
1.36% more ownership
Funds ownership: 41.66% → 43.02% (+1.4%)
2% more capital invested
Capital invested by funds: $23.7M → $24.1M (+$401K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$941K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$40K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$35.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$32.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$832K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $21.2M | -$832K | -18,802 | -4% |
|
|
CL
2
Choreo LLC
Rockford,
Illinois
| $1.19M | – | – | – |
|
|
GS
3
GTS Securities
New York
| $932K | +$941K | +21,274 | New |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $382K | +$40K | +903 | +12% |
|
5
Creative Planning
Overland Park,
Kansas
| $282K | – | – | – |
|
|
GJIA
6
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $103K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $69.2K | +$32.7K | +739 | +88% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $35K | +$35.4K | +800 | New |
|
XRLX Hedge Fund Activity: Q4 2024 in Review
8 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q4 2024, worth a combined $24.1M — up 1.7% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XRLX positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $941K. The largest seller was One Capital Management, cutting an estimated $832K.
- 8 institutional investors held FundX Conservative ETF (XRLX) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $24.1M of FundX Conservative ETF stock for Q4 2024, up 1.7% quarter-over-quarter.
- 2 funds opened new FundX Conservative ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest FundX Conservative ETF buyer in Q4 2024 was GTS Securities, an estimated $941K added.
- The largest FundX Conservative ETF seller in Q4 2024 was One Capital Management, an estimated $832K sold.
Based on aggregated 13F filings for Q4 2024.