CX Institutional Fund's Q3 2022 vs. Q4 2022 Holdings Comparison: Insights on Stock and Bond ETFs Investments

Investing in the stock market can be a great way to earn passive income and grow your wealth. However, it can be challenging to find the best stocks to invest in. This is where funds come into play. Funds are an excellent way to invest in a wide range of stocks without having to spend time researching individual stocks. One such fund is the CX Institutional fund, which has released data summarizing their holdings in Q3 2022 vs. Q4 2022. Let's take a closer look at the findings.

CX Institutional Q3 2022 vs. Q4 2022 13F Holdings Comparison

According to the data, the CX Institutional fund increased their holdings in certain stocks such as the SPDR Series Trust Portfolio Intermediate Term ETF (SPTI) and the iShares Trust Core MSCI EAFE ETF (IEFA). The fund invested in 1,352,113 shares of SPTI, which is an 8.1% increase from Q3 where they held 1,255,898 shares. Likewise, they invested in 480,964 shares of IEFA, which is an increase of 40.9% from the 399,373 shares held in Q3.

On the other hand, the fund decreased their holdings in stocks like the iShares Trust Core S&P US Growth ETF (IUSG) and the iShares Trust MSCI USA Min Vol Factor ETF (USMV). The fund had 331,116 shares of IUSG in Q4, which is an 8.9% decrease from the 369,655 shares held in Q3. Similarly, they invested in 286,550 shares of USMV, which is a 10.6% decrease from the 349,635 shares held in Q3.

The CX Institutional fund also increased their holdings in some bond ETFs, such as the Vanguard Total International Bond ETF (BNDX). The fund invested in 529,629 shares of BNDX, which is a 6.9% increase from the 492,508 shares held in Q3. They also invested in the SPDR Series Trust Portfolio Mortgage Backed ETF (SPMB), with 1,030,196 shares, an increase of 10.3% from the 944,671 shares held in Q3.

In addition to these holdings, the CX Institutional fund invested in several other stocks and ETFs, including the VanEck ETF Trust Intermediate Muni ETF (ITM), which they invested in 612,275 shares, an increase of 176.1% from the 232,338 shares held in Q3.

Similarly, the fund invested in 254,671 shares of ProShares Trust Invt Int Rt HG ETF (IGHG), which is a 6.7% increase from the 248,745 shares held in Q3. Furthermore, they invested in The Julliard Group Inc.'s Goldman Sachs ETF Trust Access Treasury ETF (GBIL) with 150,015 shares, a new addition in Q4.

CX Institutional fund also made various changes to their domestic equity holdings. They invested in Home Depot Inc. Common Stock (HD), with 18,851 shares, a notable increase of 230.1% from the 6,536 shares held in Q3. Likewise, they decreased their holdings in iShares Trust Select Dividend ETF (DVY) from 71,464 shares to 94,040 shares.

Furthermore, the CX Institutional fund invested in approximately 83 different stocks and ETFs during Q4, meaning the above-listed stocks is just a highlight of their portfolio changes.

Conclusion

Investing in the stock market comes with inherent risks, but funds like the CX Institutional fund can help reduce those risks by diversifying your investment. The fund made some strategic moves in the Q3 2022 vs. Q4 2022 period by increasing their holdings in some stocks and ETFs and decreasing their holdings in others. These changes reflect the fund's strategy and the overall market conditions at the time. It will be interesting to see how the fund further adjusts their holdings in the future.