FundX Conservative ETF
XRLX
8 hedge funds and large institutions have $19.2M invested in FundX Conservative ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 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
4.43% less ownership
Funds ownership: 40.26% → 35.83% (-4.4%)
7% less capital invested
Capital invested by funds: $20.6M → $19.2M (-$1.38M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$355K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$225K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$2.81M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$308K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$33.7K |
| 4 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
-$9.3K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$757 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $17.3M | -$2.81M | -66,832 | -15% |
|
|
GS
2
GTS Securities
New York
| $800K | +$355K | +8,443 | +88% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $395K | -$757 | -18 | -0.2% |
|
4
Creative Planning
Overland Park,
Kansas
| $290K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $237K | +$225K | +5,354 | New |
|
|
GJIA
6
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $94.7K | -$9.3K | -221 | -9% |
|
|
7
UBS Group
Zurich,
Switzerland
| $50.9K | +$5.34K | +127 | +12% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $35.4K | -$33.7K | -800 | -50% |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$308K | -7,404 | Closed |
|
XRLX Hedge Fund Activity: Q2 2025 in Review
8 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q2 2025, worth a combined $19.2M — down 6.7% from $20.6M a quarter earlier.
Fund positioning in XRLX was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was GTS Securities, adding an estimated $355K. The largest seller was One Capital Management, cutting an estimated $2.81M.
- 8 institutional investors held FundX Conservative ETF (XRLX) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $19.2M of FundX Conservative ETF stock for Q2 2025, down 6.7% quarter-over-quarter.
- 1 fund opened new FundX Conservative ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
- The largest FundX Conservative ETF buyer in Q2 2025 was GTS Securities, an estimated $355K added.
- The largest FundX Conservative ETF seller in Q2 2025 was One Capital Management, an estimated $2.81M sold.
Based on aggregated 13F filings for Q2 2025.