AXS Change Finance ESG ETFCHGX
CHGX
0
Funds holding %
of 7,327 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 [Q4 2024] → 7 (+2) [Q1 2025]
16% more capital invested
Capital invested by funds: $11.5M [Q4 2024] → $13.3M (+$1.86M) [Q1 2025]
2.92% more ownership
Funds ownership: 13.6% [Q4 2024] → 16.52% (+2.92%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Research analyst outlook
We haven’t received any recent analyst ratings for CHGX.
Financial journalist opinion
Neutral
Zacks Investment Research
1 month ago
Top & Flop ETFs of the First Half of 2025
SHLD, SGDM and EPOL lead 1H25 ETF gains, while WEED, CHGX and EETH post the steepest declines amid global market shifts.
Positive
Seeking Alpha
3 months ago
CHGX: Equal-Weight ESG ETF
Stance Sustainable Beta ETF has a portfolio of 100 stocks focused on ESG criteria, excluding fossil fuels and tobacco. CHGX is well-diversified in holdings due to its equal-weight methodology, but quite concentrated in the technology sector. Despite outperforming competitors since November 2024, CHGX has underperformed some of them and the S&P 500 since inception.
Positive
Seeking Alpha
1 year ago
CHGX: A Solid Equal Weight ESG Approach
ESG criteria are being recognized as a comprehensive framework for evaluating companies beyond financial metrics. The AXS Change Finance ESG ETF (CHGX) employs a rigorous screening process to ensure its portfolio aligns with ethical and responsible investing principles.
Positive
Seeking Alpha
1 year ago
CHGX: A Solid U.S. Equity ESG ETF
AXS Change Finance ESG ETF is a U.S. large cap blend fund that uses a proprietary ESG methodology to select companies for its portfolio. The fund allows investors to avoid companies engaged in harmful activities and focuses on companies that make a positive global impact. ESG investing is a growing but evolving space, with risks and uncertainties as well as potential payoffs for investors.
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