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FundX Conservative ETF (XRLX) Institutional Ownership

$44.53 +0.26 (+0.59%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for FundX Conservative ETF (NYSEARCA:XRLX)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$22.60M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$362.12K
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XRLX Institutional Buying and Selling by Quarter

FundX Conservative ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.800$35K0.0%N/A0.057%
11/1/2024Atria Investments Inc7,810$340K0.0%N/A0.554%
8/12/2024Glass Jacobson Investment Advisors llc2,360$99K0.0%-18.1%0.167%
8/9/2024One Capital Management LLC539,364$22.65M0.8%-1.5%38.253%
8/7/2024Choreo LLC26,478$1.12M0.0%N/A1.878%
2/7/2024One Capital Management LLC557,773$21.11M0.8%N/A0.000%
(Data available from 1/1/2016 forward)

XRLX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XRLX shares?

During the previous two years, the following institutional investors and hedge funds held shares of FundX Conservative ETF shares: One Capital Management LLC ($22.65M), Choreo LLC ($1.12M), Atria Investments Inc ($340K), and Glass Jacobson Investment Advisors llc ($99K), Geneos Wealth Management Inc. ($35K).Learn more on XRLX's institutional investors.

Which institutional investors have been buying FundX Conservative ETF stock?

The following institutional investors have purchased FundX Conservative ETF stock in the last 24 months: One Capital Management LLC ($557.77K), Choreo LLC ($26.48K), Atria Investments Inc ($7.81K), and Geneos Wealth Management Inc. ($800.00).

How much institutional buying is happening at FundX Conservative ETF?

Institutional investors have bought a total of 592,861 shares in the last 24 months. This purchase volume represents approximately $22.60M in transactions.

Which FundX Conservative ETF major shareholders have been selling company stock?

The following institutional investors have sold FundX Conservative ETF stock in the last 24 months: One Capital Management LLC ($8.10K), and Glass Jacobson Investment Advisors llc ($522.00).

How much institutional selling is happening at FundX Conservative ETF?

Institutional investors have sold a total of 8,623 shares in the last 24 months. This volume of shares sold represents approximately $362.12K in transactions.



This page (NYSEARCA:XRLX) was last updated on 1/22/2025 by MarketBeat.com Staff
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