AXS Change Finance ESG ETFCHGX
CHGX
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
13% more funds holding
Funds holding: 32 [Q3] → 36 (+4) [Q4]
1.01% more ownership
Funds ownership: 37.49% [Q3] → 38.5% (+1.01%) [Q4]
1% more capital invested
Capital invested by funds: $49.8M [Q3] → $50.5M (+$671K) [Q4]
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CHGX.
Financial journalist opinion
Positive
Seeking Alpha
3 days 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
11 months 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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