FundX Conservative ETF
XRLX
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.
New
Increased
Maintained
Reduced
Closed
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
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$308K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$33.2K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$9.1K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$4.32K |
Top Sellers
| 1 |
CL
Choreo LLC
Rockford,
Illinois
|
-$1.19M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.06M |
| 3 |
GS
GTS Securities
New York
|
-$483K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$23.2K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $19M | -$1.06M | -25,402 | -5% |
|
|
GS
2
GTS Securities
New York
| $401K | -$483K | -11,635 | -55% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $371K | +$9.1K | +219 | +3% |
|
|
4
Citadel Advisors
Miami,
Florida
| $308K | +$308K | +7,404 | New |
|
|
5
Creative Planning
Overland Park,
Kansas
| $272K | +$4.32K | +104 | +2% |
|
|
GJIA
6
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $103K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $66.5K | +$33.2K | +800 | +100% |
|
|
8
UBS Group
Zurich,
Switzerland
| $42.5K | -$23.2K | -558 | -35% |
|
|
CL
9
Choreo LLC
Rockford,
Illinois
| – | -$1.19M | -26,478 | Closed |
|