Fundx Aggressive ETFXNAVETF
13F holders, Q3 2024 (September 30)6holders
1new positions
1sold out
1famous investor
$68.52avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Fundx Aggressive ETF (XNAV) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were One Capital Management, LLC ($9.3M), Citadel Advisors ($479K) and Susquehanna International Group, LLP ($439K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fundx Aggressive ETF
- Filed as
- FUNDX INVT TR (Q3 2024)
- CUSIP
- 360876882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $479K |
| Exits | 1 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 35,093 shares bought and 18,951 shares sold, net +16,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| One Capital Management, LLC | 0.30% | Add +25.4% | 135,849 | $9.3M |
| Citadel Advisors | 0.00% | New | 6,989 | $479K |
| Susquehanna International Group, LLP | 0.00% | Add +9.7% | 6,400 | $439K |
| Morgan Stanley | 0.00% | No change | 595 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 277 | $19K |
| UBS Group AG | 0.00% | Add +35.3% | 92 | $6K |
"% of holder's portfolio" is XNAV's weight in each manager's 13F, not the share of Fundx Aggressive ETF the manager owns.