Carbon Collective Climate Solutions US Equity ETF
CCSO
7 hedge funds and large institutions have $970K invested in Carbon Collective Climate Solutions US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
17% more funds holding
Funds holding: 6 → 7 (+1)
13% more call options, than puts
Call options by funds: $4.89M | Put options by funds: $4.31M
0.75% less ownership
Funds ownership: 3.11% → 2.36% (-0.75%)
19% less capital invested
Capital invested by funds: $1.2M → $970K (-$232K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$603K |
| 2 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
+$208K |
| 3 |
Morgan Stanley
New York
|
+$12.6K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$835K |
| 2 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$207K |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$1.43K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$172 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
1
Cullen/Frost Bankers
San Antonio,
Texas
| $584K | +$603K | +22,762 | New |
|
|
IWA
2
Inspirion Wealth Advisors
Libertyville,
Illinois
| $202K | +$208K | +7,856 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $143K | – | – | – |
|
|
BCWM
4
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $23.2K | -$1.43K | -54 | -6% |
|
|
5
Morgan Stanley
New York
| $12.2K | +$12.6K | +475 | New |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5.13K | +$5.3K | +200 | New |
|
|
CA
7
Crewe Advisors
Salt Lake City,
Utah
| $1.52K | – | – | – |
|
|
GS
8
GTS Securities
New York
| – | -$835K | -33,977 | Closed |
|
|
TAM
9
Trillium Asset Management
Boston,
Massachusetts
| – | -$207K | -8,424 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$172 | -7 | Closed |
|
CCSO Hedge Fund Activity: Q1 2026 in Review
7 of the 8,141 institutional investors tracked by Wall St. Rank reported a position in Carbon Collective Climate Solutions US Equity ETF (CCSO) for Q1 2026, worth a combined $970K — down 19% from $1.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CCSO positions and 3 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $603K. The largest seller was GTS Securities, exiting entirely with an estimated $835K sold.
- 7 institutional investors held Carbon Collective Climate Solutions US Equity ETF (CCSO) as of Q1 2026, up from 6 in Q4 2025.
- Funds reported $970K of Carbon Collective Climate Solutions US Equity ETF stock for Q1 2026, down 19% quarter-over-quarter.
- 4 funds opened new Carbon Collective Climate Solutions US Equity ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest Carbon Collective Climate Solutions US Equity ETF buyer in Q1 2026 was Cullen/Frost Bankers, an estimated $603K added.
- The largest Carbon Collective Climate Solutions US Equity ETF seller in Q1 2026 was GTS Securities, an estimated $835K sold.
Based on aggregated 13F filings for Q1 2026.