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FundX ETF (XCOR) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$7.60M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$4.31M
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XCOR Institutional Buying and Selling by Quarter

FundX ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/7/2024One Capital Management LLC941,813$52.12M2.1%-4.0%33.398%
11/9/2023One Capital Management LLC980,561$48.37M2.1%-4.3%34.772%
7/26/2023 Glass Jacobson Investment Advisors llc1,164$60K0.0%N/A0.041%
5/11/2023One Capital Management LLC1,021,124$49.07M2.4%+17.4%35.090%
5/9/2023 Mather Group LLC.5,579$268K0.0%N/A0.192%
2/16/2023One Capital Management LLC869,718$42.49M2.3%N/A30.516%
2/13/2023Choreo LLC16,140$809K0.0%N/A0.566%
2/10/2023Creative Planning15,441$754K0.0%N/A0.542%
2/9/2023HighTower Advisors LLC4,939$242K0.0%N/A0.173%
2/6/2023 Glass Jacobson Investment Advisors llc1,164$57K0.0%N/A0.041%
2/2/2023Bailard Inc.5,540$271K0.0%N/A0.194%
(Data available from 1/1/2016 forward)

XCOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XCOR shares?

During the previous two years, the following institutional investors and hedge funds held shares of FundX ETF shares: One Capital Management LLC ($52.12M), Choreo LLC ($809K), Creative Planning ($754K), Bailard Inc. ($271K), Mather Group LLC. ($268K), and HighTower Advisors LLC ($242K), and Glass Jacobson Investment Advisors llc ($60K).Learn more on XCOR's institutional investors.

Which institutional investors have been buying FundX ETF stock?

The following institutional investors have purchased FundX ETF stock in the last 24 months: One Capital Management LLC ($1.02M), Choreo LLC ($16.14K), Creative Planning ($15.44K), Mather Group LLC. ($5.58K), Bailard Inc. ($5.54K), HighTower Advisors LLC ($4.94K), and Glass Jacobson Investment Advisors llc ($2.33K).

How much institutional buying is happening at FundX ETF?

Institutional investors have bought a total of 1,071,091 shares in the last 24 months. This purchase volume represents approximately $52.21M in transactions.

Which FundX ETF major shareholders have been selling company stock?

The following institutional investors have sold FundX ETF stock in the last 24 months: One Capital Management LLC ($82.71K).

How much institutional selling is happening at FundX ETF?

Institutional investors have sold a total of 82,709 shares in the last 24 months. This volume of shares sold represents approximately $4.31M in transactions.


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This page (NYSEARCA:XCOR) was last updated on 4/29/2024 by MarketBeat.com Staff

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