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FundX Conservative ETF
XRLX

8 hedge funds and large institutions have $20.5M invested in FundX Conservative ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 8 → 8 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

2.83% less ownership

Funds ownership: 43.02% → 40.19% (-2.8%)

15% less capital invested

Capital invested by funds: $24.1M → $20.5M (-$3.6M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$323K
2
AI
Atria Investments
North Carolina
+$9.55K
3
Creative Planning
Creative Planning
Kansas
+$4.54K

Top Sellers

Rank Fund Capital Flow
1
CL
Choreo LLC
Illinois
-$1.19M
2
OCM
One Capital Management
California
-$1.11M
3
GS
GTS Securities
Florida
-$507K
4
UBS Group
UBS Group
Switzerland
-$24.3K

XRLX Hedge Fund Activity: Q1 2025 in Review

8 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q1 2025, worth a combined $20.5M — down 15% from $24.1M a quarter earlier.

Fund positioning in XRLX was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $323K. The largest seller was Choreo LLC, exiting entirely with an estimated $1.19M sold.

  • 8 institutional investors held FundX Conservative ETF (XRLX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $20.5M of FundX Conservative ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 1 fund opened new FundX Conservative ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
  • The largest FundX Conservative ETF buyer in Q1 2025 was Citadel Advisors, an estimated $323K added.
  • The largest FundX Conservative ETF seller in Q1 2025 was Choreo LLC, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2025.