Cx Institutional Incresed Positions in Q4 2024

Cx Institutional

  • $2.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
1.67M
+ 670.8%
$70.06 - $77.43 $117M - $129M
1.92M $135M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.05M
+ 556.99%
$34.42 - $35.88 $36M - $37.5M
1.23M $42.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
687K
+ 45.78%
$27.8 - $29.05 $19.1M - $19.9M
2.19M $61M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
335K
+ 44.7%
$50.62 - $50.97 $16.9M - $17.1M
1.08M $55M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
552K
+ 45.05%
$28.56 - $30.02 $15.8M - $16.6M
1.78M $50.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.41M
+ 324.26%
$25.79 - $80.4 $36.3M - $113M
1.84M $48.1M
VB
Vanguard Small Cap ETF

ETFs
53K
+ 41.81%
$233.76 - $261.58 $12.4M - $13.9M
180K $43.2M
VO
Vanguard Mid Cap ETF

ETFs
49.1K
+ 33.15%
$261.5 - $284.63 $12.8M - $14M
197K $52.1M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
636K
+ 47.79%
$21.43 - $22.55 $13.6M - $14.3M
1.97M $42.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
122K
+ 20.29%
$100.16 - $100.7 $12.2M - $12.3M
723K $72.5M
IVE
Ishares S&P 500 Value ETF

ETFs
66.6K
+ 40.18%
$189.5 - $206.17 $12.6M - $13.7M
232K $44.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
23.8K
+ 16.81%
$316.94 - $357.88 $7.55M - $8.53M
166K $56.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
63.1K
+ 48.33%
$183.23 - $199.79 $11.6M - $12.6M
194K $35.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
156K
+ 50.46%
$87.1 - $98.49 $13.6M - $15.4M
466K $40.7M
BNDX
Vanguard Total International B

ETFs
196K
+ 43.24%
$48.91 - $50.61 $9.6M - $9.94M
650K $31.9M
PG
Procter & Gamble CO

Consumer Defensive
54.7K
+ 113.48%
$161.05 - $179.7 $8.81M - $9.83M
103K $17.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
46.3K
+ 18.65%
$129.96 - $144.97 $6.01M - $6.71M
294K $41M
NVDA
Nvidia Corp

Technology
45.7K
+ 28.36%
$117.0 - $148.88 $5.35M - $6.8M
207K $27.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
14.5K
+ 16.49%
$370.24 - $418.94 $5.36M - $6.06M
102K $41M
AAPL
Apple Inc.

Technology
18.5K
+ 11.66%
$221.69 - $259.02 $4.1M - $4.79M
177K $44.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
85.9K
+ 44.58%
$81.68 - $82.93 $7.01M - $7.12M
278K $22.8M
AMZN
Amazon Com Inc

Consumer Cyclical
7.85K
+ 7.85%
$180.88 - $232.93 $1.42M - $1.83M
108K $23.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
104K
+ 62.43%
$51.09 - $55.27 $5.3M - $5.73M
270K $13.8M
TAXF
American Centy ETF Tr Diversif

ETFs
109K
+ 21.47%
$49.94 - $51.44 $5.46M - $5.63M
619K $31M
VUG
Vanguard Growth ETF

ETFs
9.85K
+ 65.46%
$378.79 - $428.11 $3.73M - $4.22M
24.9K $10.2M
MSFT
Microsoft Corp

Technology
11.1K
+ 16.46%
$406.35 - $454.46 $4.5M - $5.04M
78.4K $33M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
86.4K
+ 22.9%
$49.79 - $51.14 $4.3M - $4.42M
464K $23.2M
SPYG
Spdr Portfolio

ETFs
34.2K
+ 18.33%
$81.74 - $91.38 $2.8M - $3.13M
221K $19.4M
GOOGL
Alphabet Inc.

Communication Services
6.82K
+ 6.21%
$161.86 - $196.66 $1.1M - $1.34M
116K $22.1M
MUB
Ishares National Muni Bond ETF

ETFs
38.6K
+ 21.16%
$105.78 - $108.7 $4.08M - $4.2M
221K $23.6M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
97.1K
+ 53.61%
$32.55 - $36.44 $3.16M - $3.54M
278K $9.44M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
135K
+ 21.59%
$23.42 - $24.25 $3.16M - $3.27M
760K $18M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
32K
+ 18.58%
N/A
204K $15.3M
XOM
Exxon Mobil Corp

Energy
29.2K
+ 35.2%
$105.51 - $125.37 $3.08M - $3.66M
112K $12.1M
MCK
Mckesson Corp

Healthcare
2.69K
+ 26.26%
$482.27 - $628.5 $1.3M - $1.69M
12.9K $7.36M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
18.5K
+ 7.42%
$58.39 - $67.04 $1.08M - $1.24M
268K $17M
ITM
Vaneck Intermediate Muni ETF

ETFs
58.1K
+ 8.55%
$45.56 - $46.97 $2.65M - $2.73M
738K $34M
GM
General Motors CO

Consumer Cyclical
23.9K
+ 27.33%
$44.82 - $60.2 $1.07M - $1.44M
112K $5.94M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.9K
+ 75.55%
$126.68 - $134.74 $1.76M - $1.88M
32.4K $4.13M
HYD
Vaneck High Yield Muni ETF

ETFs
36.1K
+ 22.23%
$51.09 - $53.06 $1.85M - $1.92M
199K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.14K
+ 14.1%
$442.29 - $483.08 $1.83M - $2M
33.5K $15.2M
VTV
Vanguard Value ETF

ETFs
10.9K
+ 18.23%
$168.32 - $181.87 $1.84M - $1.99M
70.9K $12M
COF
Capital One Financial Corp

Financial Services
4.21K
+ 15.41%
$145.19 - $192.01 $611K - $808K
31.5K $5.62M
CVX
Chevron Corp

Energy
11.2K
+ 24.2%
$141.15 - $162.53 $1.58M - $1.82M
57.4K $8.31M
CSCO
Cisco Systems, Inc.

Technology
12.8K
+ 10.26%
$52.45 - $60.02 $671K - $768K
138K $8.15M
IVV
Ishares Core S&P 500 ETF

ETFs
688
+ 0.75%
$570.51 - $610.59 $393K - $420K
93K $54.8M
XLC
Select Sector Spdr Tr Communic

ETFs
11.9K
+ 27.05%
$89.66 - $102.16 $1.07M - $1.21M
55.9K $5.41M
FTC
First Tr Lge Cap Growth

ETFs
7.65K
+ 15.17%
$130.13 - $149.09 $995K - $1.14M
58.1K $8M
TJX
Tjx Companies Inc

Consumer Cyclical
9.82K
+ 20.62%
$112.15 - $127.2 $1.1M - $1.25M
57.5K $6.94M
Activity Summary
Buys All Purchases 393 New Holdings 48 Increased Positions 345 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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