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
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
15% less capital invested
Capital invested by funds: $24.1M → $20.6M (-$3.56M)
Holders
8
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$308K | |
| 2 | +$33.2K | |
| 3 | +$9.1K | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$4.32K |
Top Sellers
| 1 | -$1.19M | |
| 2 | -$1.06M | |
| 3 | -$483K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$23.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $19M |
|
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|
GS
2
GTS Securities
New York
| $401K |
|
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|
AI
3
Atria Investments
Charlotte,
North Carolina
| $371K |
|
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4
Citadel Advisors
Miami,
Florida
| $308K |
|
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|
5
Creative Planning
Overland Park,
Kansas
| $272K |
|
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|
GJIA
6
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $103K |
|
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|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $66.5K |
|
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|
8
UBS Group
Zurich,
Switzerland
| $42.5K |
|
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|
CL
9
Choreo LLC
Rockford,
Illinois
| – |
|