Fundx Flexible ETFXFLXETF
13F holders, Q4 2024 (December 31)5holders +2
2new positions
0sold out
$23.94avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Fundx Flexible ETF (XFLX) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were One Capital Management, LLC ($49.1M), GTS Securities LLC ($630K) and Royal Bank of Canada ($292K).
- Company
- Fundx Flexible ETF
- Filed as
- FUNDX INVT TR (Q4 2024)
- CUSIP
- 360876866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $555K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 24,730 shares bought and 40,092 shares sold, net −15,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| One Capital Management, LLC | 1.62% | Reduce -1.9% | 2,049,895 | $49.1M |
| GTS Securities LLC | 0.03% | Reduce -1.6% | 26,330 | $630K |
| Royal Bank of Canada | 0.00% | New | 12,187 | $292K |
| StoneX Group Inc. | 0.01% | New | 11,002 | $263K |
| UBS Group AG | 0.00% | Add +19262.5% | 1,549 | $37K |
"% of holder's portfolio" is XFLX's weight in each manager's 13F, not the share of Fundx Flexible ETF the manager owns.