FundX Conservative ETF
XRLX
6 hedge funds and large institutions have $16.1M invested in FundX Conservative ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
4.95% less ownership
Funds ownership: 35.83% → 30.87% (-5%)
16% less capital invested
Capital invested by funds: $19.2M → $16.1M (-$3.14M)
25% less funds holding
Funds holding: 8 → 6 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$3.21M |
| 2 |
GS
GTS Securities
New York
|
-$465K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$237K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$50.9K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $14.8M | -$3.21M | -70,947 | -18% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $412K | -$1.86K | -41 | -0.5% |
|
|
GS
3
GTS Securities
New York
| $362K | -$465K | -10,281 | -57% |
|
4
Creative Planning
Overland Park,
Kansas
| $304K | – | – | – |
|
|
GJIA
5
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $99.3K | – | – | – |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $37.1K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$237K | -5,354 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$50.9K | -1,149 | Closed |
|
XRLX Hedge Fund Activity: Q3 2025 in Review
6 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q3 2025, worth a combined $16.1M — down 16% from $19.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of XRLX and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 0 added.
The largest seller was One Capital Management, cutting an estimated $3.21M.
- 6 institutional investors held FundX Conservative ETF (XRLX) as of Q3 2025, down from 8 in Q2 2025.
- Funds reported $16.1M of FundX Conservative ETF stock for Q3 2025, down 16% quarter-over-quarter.
- 0 funds opened new FundX Conservative ETF positions in Q3 2025 and 2 closed out, a net change of -2 holders.
- The largest FundX Conservative ETF seller in Q3 2025 was One Capital Management, an estimated $3.21M sold.
Based on aggregated 13F filings for Q3 2025.