Fundx Conservative ETFXRLXETF
13F holders, Q1 2024 (March 31)7holders
$40.27avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Fundx Conservative ETF (XRLX) in their 13F filings. The largest holders were One Capital Management, LLC ($22.0M), Susquehanna International Group, LLP ($354K) and GTS Securities LLC ($336K).
- Company
- Fundx Conservative ETF
- Filed as
- FUNDX INVT TR (Q1 2024)
- CUSIP
- 360876874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $354K |
| Exits | 0 | $0 |
Ownership 7 holders
| One Capital Management, LLC | 0.80% | Reduce -1.9% | 547,465 | $22.0M |
| Susquehanna International Group, LLP | 0.00% | New | 8,795 | $354K |
| GTS Securities LLC | 0.01% | Add +14.0% | 8,333 | $336K |
| Creative Planning | 0.00% | Add +1.7% | 6,438 | $259K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +1.2% | 2,882 | $116K |
| Highlander Capital Management, LLC | 0.00% | No change | 25 | $1K |
| UBS Group AG | 0.00% | Reduce -69.2% | 4 | $161 |
"% of holder's portfolio" is XRLX's weight in each manager's 13F, not the share of Fundx Conservative ETF the manager owns.