FundX Conservative
XRLX • ARCA
FundX Conservative is an exchange-traded fund on ARCA. As of Q3 2025, 6 institutional investors hold shares in this ETF, with total holdings valued at $16.1M. One Capital Management, LLC is the largest holder with a position valued at $14.8M.
Overview
Overview of institutional ownership in XRLX as of Q3 2025
All Institutions
- Institutions
- 6
- Value Held
- $16.1M
- Shares Held
- 346.0K
- Avg Position
- $2.7M
- Median Position
- $332.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in XRLX as of Q3 2025
| Institution | Position Value |
|---|---|
O One Capital Management, LLC RIA/Wealth | $14.8M 0.50% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $411.8K 0.00% of portfolio |
G GTS SECURITIES LLC Institution | $362.1K 0.01% of portfolio |
 Creative Planning RIA/Wealth | $303.6K 0.00% of portfolio |
G Glass Jacobson Investment Advisors llc Institution | $99.3K 0.04% of portfolio |
 Geneos Wealth Management Inc. RIA/Wealth | $37.1K 0.00% of portfolio |
 UBS Group AG Institution | - 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XRLX in Q3 2025
- Traded
- −$4.1M
- Buyers
- 0
- Sellers
- 5
- Total Bought
- +-
- Total Sold
- −$4.1M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought | |
|---|---|---|
| No buyers found | ||
Biggest Sellers
| Institution | Net Sold |
|---|---|
O One Capital Management, LLC RIA/Wealth | −$3.3M −70.9K shares |
G GTS SECURITIES LLC Institution | −$477.2K −10.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$237.0K −5.4K shares |
UBS Group AG Institution | −$50.9K −1.1K shares |
A ATRIA INVESTMENTS LLC Institution | −$1.9K −41.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XRLX in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 2
- Exited Value
- $287.8K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $237.0K 5.4K shares |
UBS Group AG Institution | $50.9K 1.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in XRLX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XRLX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O One Capital Management, LLC RIA/Wealth | 0.50% $14.8M |
G Glass Jacobson Investment Advisors llc Institution | 0.04% $99.3K |
G GTS SECURITIES LLC Institution | 0.01% $362.1K |
A ATRIA INVESTMENTS LLC Institution | 0.00% $411.8K |
Geneos Wealth Management Inc. RIA/Wealth | 0.00% $37.1K |
Creative Planning RIA/Wealth | 0.00% $303.6K |
UBS Group AG Institution | 0.00% - |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% - |