FundX Conservative ETF
XRLX
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.
33% more funds holding
Funds holding: 6 → 8 (+2)
0.7% more ownership
Funds ownership: 30.87% → 31.57% (+0.7%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1% less capital invested
Capital invested by funds: $16.1M → $15.8M (-$232K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$553K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$11.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$468 |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$47 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$631K |
| 2 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
-$12.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $14.1M | -$631K | -13,493 | -4% |
|
|
GS
2
GTS Securities
New York
| $902K | +$553K | +11,828 | +152% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $419K | +$11.6K | +249 | +3% |
|
4
Creative Planning
Overland Park,
Kansas
| $301K | – | – | – |
|
|
GJIA
5
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $86.3K | -$12.3K | -262 | -12% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $36.8K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $460 | +$468 | +10 | New |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $46 | +$47 | +1 | New |
|
XRLX Hedge Fund Activity: Q4 2025 in Review
8 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in FundX Conservative ETF (XRLX) for Q4 2025, worth a combined $15.8M — down 1.4% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XRLX positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was GTS Securities, adding an estimated $553K. The largest seller was One Capital Management, cutting an estimated $631K.
- 8 institutional investors held FundX Conservative ETF (XRLX) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $15.8M of FundX Conservative ETF stock for Q4 2025, down 1.4% quarter-over-quarter.
- 2 funds opened new FundX Conservative ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest FundX Conservative ETF buyer in Q4 2025 was GTS Securities, an estimated $553K added.
- The largest FundX Conservative ETF seller in Q4 2025 was One Capital Management, an estimated $631K sold.
Based on aggregated 13F filings for Q4 2025.