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Funds Holding XFIV

On this page, we present all of the funds holding XFIV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XFIV, with a link to that fund's top holdings. The next columns indicate the amount of XFIV stock held by each of the funds holding XFIV, followed by the XFIV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 10 funds holding XFIV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Municipal Employees Retirement System of Michigan. For more details on the positions held by Municipal Employees Retirement System of Michigan (or by any of the other funds holding XFIV), click the fund name in the "Holder" column of the funds-holding-XFIV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Municipal Employees Retirement System of Michigan704,064$34,147 03/31/2024
     XFIV704,064$34,147 03/31/2024
Gradient Investments LLC620,335$30,086 03/31/2024
     XFIV620,335$30,086 03/31/2024
Wealthcare Advisory Partners LLC19,379$940 03/31/2024
     XFIV19,379$940 03/31/2024
Flow Traders U.S. LLC16,593$815 12/31/2023
     XFIV16,593$815 12/31/2023
Sunbelt Securities Inc.6,838$332 03/31/2024
     XFIV6,838$332 03/31/2024
Belpointe Asset Management LLC5,638$277 12/31/2023
     XFIV5,638$277 12/31/2023
Bank of America Corp DE4,306$212 12/31/2023
     XFIV4,306$212 12/31/2023
Bank of Montreal Can612$30 12/31/2023
     XFIV612$30 12/31/2023
Global Retirement Partners LLC45$2 03/31/2024
     XFIV45$2 03/31/2024
Proequities Inc.0$0 12/31/2023
     XFIV0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     XFIV1$0 12/31/2023

See Summary: Institutional Holders of XFIV
See Details: Top 10 Hedge Funds Holding XFIV
Also See: XFIV Holdings Changes

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