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FundX Conservative ETF
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8 hedge funds and large institutions have $15.8M invested in FundX Conservative ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $
Holders
8
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$553K
2
+$11.6K
3
+$468
4
SPIA
Steward Partners Investment Advisory
New York
+$47

Top Sellers

1
-$631K
2
-$12.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$14.1M
GS
2
GTS Securities
New York
$902K
AI
3
Atria Investments
North Carolina
$419K
Creative Planning
4
Creative Planning
Kansas
$301K
GJIA
5
Glass Jacobson Investment Advisors
Maryland
$86.3K
GWM
6
Geneos Wealth Management
Colorado
$36.8K
UBS Group
7
UBS Group
Switzerland
$460
SPIA
8
Steward Partners Investment Advisory
New York
$46