AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
29 hedge funds and large institutions have $26.9M invested in AXS Change Finance ESG ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 28 → 29 (+1)
4% more capital invested
Capital invested by funds: $25.8M → $26.9M (+$1.06M)
15% less call options, than puts
Call options by funds: $7.21M | Put options by funds: $8.48M
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$2.41M |
| 2 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$912K |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$490K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$263K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$879K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$386K |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$259K |
| 4 |
DWM
Denver Wealth Management
Denver,
Colorado
|
-$230K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $50K | – | – | – |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $38.5K | -$1.99K | -72 | -4% |
|
|
LWP
28
Laurel Wealth Planning
Edina,
Minnesota
| $31K | +$34.2K | +1,237 | New |
|
|
DWM
29
Denver Wealth Management
Denver,
Colorado
| – | -$230K | -8,767 | Closed |
|
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$106K | -4,056 | Closed |
|
|
CWP
31
Concord Wealth Partners
Abingdon,
Virginia
| – | -$18K | -700 | Closed |
|
CHGX Hedge Fund Activity: Q3 2022 in Review
29 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2022, worth a combined $26.9M — up 4.1% from $25.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CHGX positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $2.41M. The largest seller was Advisory Services Network, cutting an estimated $879K.
- 29 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2022, up from 28 in Q2 2022.
- Funds reported $26.9M of AXS Change Finance ESG ETF stock for Q3 2022, up 4.1% quarter-over-quarter.
- 4 funds opened new AXS Change Finance ESG ETF positions in Q3 2022 and 3 closed out, a net change of +1 holder.
- The largest AXS Change Finance ESG ETF buyer in Q3 2022 was Pathstone Family Office, an estimated $2.41M added.
- The largest AXS Change Finance ESG ETF seller in Q3 2022 was Advisory Services Network, an estimated $879K sold.
Based on aggregated 13F filings for Q3 2022.