AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
23 hedge funds and large institutions have $38.1M invested in AXS Change Finance ESG ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 9 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
4% more capital invested
Capital invested by funds: $36.6M → $38.1M (+$1.45M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less funds holding
Funds holding: 29 → 23 (-6)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.3M |
| 2 |
I
IMPACTfolio
Denver,
Colorado
|
+$2.58M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.41M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.12M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$772K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.35M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.57M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$558K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$298K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$296K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
26
Wedbush Securities
Los Angeles,
California
| – | -$298K | -8,493 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$296K | -8,443 | Closed |
|
28
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$144K | -4,104 | Closed |
|
29
Morgan Stanley
New York
| – | -$70K | -2,000 | Closed |
|
|
SC
30
Stephens Consulting
Flint,
Michigan
| – | -$21K | -600 | Closed |
|
|
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$12.6K | -360 | Closed |
|
CHGX Hedge Fund Activity: Q1 2022 in Review
23 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2022, worth a combined $38.1M — up 4% from $36.6M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CHGX and 4 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 12 added.
The largest buyer was Royal Bank of Canada, adding an estimated $3.3M. The largest seller was Osaic Holdings, cutting an estimated $2.35M.
- 23 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2022, down from 29 in Q4 2021.
- Funds reported $38.1M of AXS Change Finance ESG ETF stock for Q1 2022, up 4% quarter-over-quarter.
- 4 funds opened new AXS Change Finance ESG ETF positions in Q1 2022 and 9 closed out, a net change of -5 holders.
- The largest AXS Change Finance ESG ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $3.3M added.
- The largest AXS Change Finance ESG ETF seller in Q1 2022 was Osaic Holdings, an estimated $2.35M sold.
Based on aggregated 13F filings for Q1 2022.