AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
28 hedge funds and large institutions have $25.8M invested in AXS Change Finance ESG ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.
1,068% more call options, than puts
Call options by funds: $829K | Put options by funds: $71K
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
22% more funds holding
Funds holding: 23 → 28 (+5)
32% less capital invested
Capital invested by funds: $38.1M → $25.8M (-$12.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.42M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.31M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.27M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$629K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
I
IMPACTfolio
Denver,
Colorado
|
-$12.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.02M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$658K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $42.5K | – | – | – |
|
|
CWP
27
Concord Wealth Partners
Abingdon,
Virginia
| $18K | – | – | – |
|
|
I
28
IMPACTfolio
Denver,
Colorado
| – | -$12.9M | -411,380 | Closed |
|
|
MCC
29
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$446K | -14,199 | Closed |
|
30
Jane Street
New York
| – | -$363K | -12,785 | Closed |
|
|
FANJ
31
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$361K | -11,496 | Closed |
|
32
Wells Fargo
San Francisco,
California
| – | +$28 | +1 | New |
|
CHGX Hedge Fund Activity: Q2 2022 in Review
28 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q2 2022, worth a combined $25.8M — down 32% from $38.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CHGX positions and 4 closed out — a net gain of 5 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.42M. The largest seller was IMPACTfolio, exiting entirely with an estimated $12.9M sold.
- 28 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q2 2022, up from 23 in Q1 2022.
- Funds reported $25.8M of AXS Change Finance ESG ETF stock for Q2 2022, down 32% quarter-over-quarter.
- 9 funds opened new AXS Change Finance ESG ETF positions in Q2 2022 and 4 closed out, a net change of +5 holders.
- The largest AXS Change Finance ESG ETF buyer in Q2 2022 was LPL Financial, an estimated $1.42M added.
- The largest AXS Change Finance ESG ETF seller in Q2 2022 was IMPACTfolio, an estimated $12.9M sold.
Based on aggregated 13F filings for Q2 2022.