AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
23 hedge funds and large institutions have $25M invested in AXS Change Finance ESG ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
34% more capital invested
Capital invested by funds: $18.7M → $25M (+$6.31M)
4% less funds holding
Funds holding: 24 → 23 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.19M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$774K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$726K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$525K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.25M |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$269K |
| 3 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$202K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$49.4K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$40.6K |
CHGX Hedge Fund Activity: Q3 2021 in Review
23 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2021, worth a combined $25M — up 34% from $18.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CHGX and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 10 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $5.19M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $1.25M sold.
- 23 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2021, down from 24 in Q2 2021.
- Funds reported $25M of AXS Change Finance ESG ETF stock for Q3 2021, up 34% quarter-over-quarter.
- 4 funds opened new AXS Change Finance ESG ETF positions in Q3 2021 and 5 closed out, a net change of -1 holder.
- The largest AXS Change Finance ESG ETF buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $5.19M added.
- The largest AXS Change Finance ESG ETF seller in Q3 2021 was Tower Research Capital (TRC), an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2021.