FundX Conservative ETF
XRLX
8 hedge funds and large institutions have $20.6M invested in FundX Conservative ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2.77% less ownership
Funds ownership: 43.02% → 40.26% (-2.8%)
15% less capital invested
Capital invested by funds: $24.1M → $20.6M (-$3.56M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$323K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$34.9K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$9.55K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$4.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Choreo LLC
Rockford,
Illinois
|
-$1.19M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.11M |
| 3 |
GS
GTS Securities
New York
|
-$507K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$24.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $19M | -$1.11M | -25,402 | -5% |
|
|
GS
2
GTS Securities
New York
| $401K | -$507K | -11,635 | -55% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $371K | +$9.55K | +219 | +3% |
|
|
4
Citadel Advisors
Miami,
Florida
| $308K | +$323K | +7,404 | New |
|
|
5
Creative Planning
Overland Park,
Kansas
| $272K | +$4.54K | +104 | +2% |
|
|
GJIA
6
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $103K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $66.5K | +$34.9K | +800 | +100% |
|
|
8
UBS Group
Zurich,
Switzerland
| $42.5K | -$24.3K | -558 | -35% |
|
|
CL
9
Choreo LLC
Rockford,
Illinois
| – | -$1.19M | -26,478 | Closed |
|
XRLX Hedge Fund Activity: Q1 2025 in Review
8 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q1 2025, worth a combined $20.6M — 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, 3 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 $20.6M 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.