Cx Institutional New Holdings in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.5K
New
$61.93 - $68.12 $92.6K - $102K
1.5K $101K
BNDC
Flexshares Tr Core Select Bd F

ETFs
4.35K
New
$21.95 - $22.62 $95.4K - $98.4K
4.35K $98K
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.46K
New
$61.22 - $65.41 $89.3K - $95.4K
1.46K $95K
SBTX
Silverback Therapeutics, Inc.

Healthcare
9.19K
New
N/A
9.19K $92K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
285
New
$284.45 - $324.95 $81.1K - $92.6K
285 $91K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.14K
New
$50.79 - $76.4 $58K - $87.2K
1.14K $87K
MGRC
Mcgrath Rentcorp

Industrials
741
New
$113.6 - $127.77 $84.2K - $94.7K
741 $87K
CSQ
Calamos Strategic Total Return Fund

Financial Services
4.5K
New
$18.02 - $19.56 $81K - $87.9K
4.5K $87K
HRI
Herc Holdings Inc

Industrials
733
New
$110.5 - $149.88 $81K - $110K
733 $86K
PKW
Invesco Exchange Traded Fd Tr

ETFs
533
New
$123.59 - $132.83 $65.9K - $70.8K
533 $71K
PPA
Invesco Exchange Traded Fd Tr

ETFs
448
New
$139.82 - $155.45 $62.6K - $69.6K
448 $70K
FYX
First Tr Small Cap Core Alphad

ETFs
628
New
$96.35 - $111.0 $60.5K - $69.7K
628 $68K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
3K
New
$21.86 - $22.98 $65.6K - $69K
3K $68K
CUBI
Customers Bancorp, Inc.

Financial Services
1.02K
New
$61.21 - $72.43 $62.7K - $74.2K
1.02K $67K
Annaly Capital Management In
3.33K
New
N/A
3.33K $67K
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.18K
New
$54.85 - $58.99 $64.6K - $69.4K
1.18K $67K
DFIV
Dimensional ETF Tr

ETFs
1.43K
New
$42.66 - $46.53 $61.2K - $66.7K
1.43K $66K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
725
New
N/A
725 $66K
DSL
Double Line Income Solutions Fund

Financial Services
5.15K
New
$11.99 - $12.67 $61.7K - $65.2K
5.15K $63K
CMF
Ishares California Muni Bond E

ETFs
1.11K
New
$55.16 - $57.13 $61.1K - $63.3K
1.11K $63K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.64K
New
$35.76 - $37.93 $58.5K - $62K
1.64K $62K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2K
New
$28.69 - $30.59 $57.5K - $61.3K
2K $61K
AVEM
American Centy ETF Tr Avantis

ETFs
810
New
$68.33 - $75.41 $55.3K - $61.1K
810 $61K
Strategy Shares Inc/Eventide A
2.18K
New
N/A
2.18K $58K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
643
New
$82.72 - $89.22 $53.2K - $57.4K
643 $57K
Northern Lights Fund Trust Iv/
228
New
N/A
228 $57K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
2.27K
New
$24.08 - $24.5 $54.7K - $55.6K
2.27K $55K
CHK
Chesapeake Energy Corp

Energy
485
New
N/A
485 $52K
FEP
First Trust Europe Alphadex Fu

ETFs
989
New
$47.35 - $51.19 $46.8K - $50.6K
989 $51K
Tko Group Holdin
243
New
N/A
243 $49K
IGV
Ishares Expanded Tech Software

ETFs
427
New
$105.96 - $117.79 $45.2K - $50.3K
427 $49K
FTA
First Tr Large Cap Value

ETFs
574
New
$78.13 - $83.78 $44.8K - $48.1K
574 $48K
APO
Apollo Global Management, Inc.

Financial Services
360
New
$131.55 - $156.05 $47.4K - $56.2K
360 $48K
BSJR
Invesco Indx Tr

ETFs
2.12K
New
$22.64 - $22.85 $48K - $48.4K
2.12K $48K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.06K
New
$23.03 - $23.12 $47.4K - $47.6K
2.06K $47K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.42K
New
$19.49 - $19.61 $47.1K - $47.4K
2.42K $47K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.39K
New
$19.61 - $19.79 $46.9K - $47.4K
2.39K $47K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.98K
New
$23.27 - $23.51 $46K - $46.5K
1.98K $46K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.38K
New
$18.61 - $18.94 $44.3K - $45.1K
2.38K $45K
PWB
Invesco Exchange Traded Fd Tr

ETFs
350
New
$115.87 - $125.42 $40.6K - $43.9K
350 $44K
DTH
Wisdomtree Tr

ETFs
873
New
$46.13 - $49.9 $40.3K - $43.6K
873 $43K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.86K
New
$21.89 - $22.2 $40.7K - $41.3K
1.86K $41K
FDL
First Tr Morningstar Dividend

ETFs
910
New
$41.96 - $44.59 $38.2K - $40.6K
910 $39K
RKT
Rocket Companies, Inc.

Financial Services
2K
New
$13.31 - $21.16 $26.6K - $42.3K
2K $39K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.63K
New
$22.64 - $23.22 $36.9K - $37.8K
1.63K $38K
UTG
Reaves Utility Income Fund

Financial Services
920
New
$35.81 - $39.62 $32.9K - $36.5K
920 $36K
FTHI
First Trust Exchange Traded Fd

ETFs
1.52K
New
$22.76 - $23.92 $34.5K - $36.3K
1.52K $36K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
591
New
$59.81 - $60.11 $35.3K - $35.5K
591 $35K
PCEF
Invesco Cef Income Composite E

ETFs
1.74K
New
$19.5 - $20.24 $33.9K - $35.2K
1.74K $35K
Activity Summary
Buys All Purchases 803 New Holdings 190 Increased Positions 613 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 0 Puts 0
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