Fundx Flexible ETFXFLXETF
13F holders, Q1 2025 (March 31)4holders −1
0new positions
1sold out
$23.88avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Fundx Flexible ETF (XFLX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were One Capital Management, LLC ($46.5M), Royal Bank of Canada ($273K) and GTS Securities LLC ($234K).
- Company
- Fundx Flexible ETF
- Filed as
- FUNDX INVT TR (Q1 2025)
- CUSIP
- 360876866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $263K |
All 13F filers, Q4 2024 → Q1 2025: 131,793 shares sold, net −131,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| One Capital Management, LLC | 1.57% | Reduce -5.0% | 1,946,714 | $46.5M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 11,413 | $273K |
| GTS Securities LLC | 0.01% | Reduce -62.8% | 9,786 | $234K |
| UBS Group AG | 0.00% | Reduce -18.9% | 1,257 | $30K |
"% of holder's portfolio" is XFLX's weight in each manager's 13F, not the share of Fundx Flexible ETF the manager owns.