AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
32 hedge funds and large institutions have $31.4M invested in AXS Change Finance ESG ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
17% more capital invested
Capital invested by funds: $26.9M → $31.4M (+$4.49M)
10% more funds holding
Funds holding: 29 → 32 (+3)
57% less call options, than puts
Call options by funds: $4.31M | Put options by funds: $9.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$748K |
| 2 |
SAM
Stone Asset Management
Austin,
Texas
|
+$694K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$657K |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$439K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$587K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$203K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$170K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$49.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
26
Money Concepts Capital
Palm Beach Gardens,
Florida
| $101K | +$101K | +3,739 | New |
|
|
SBL
27
Sargent Bickham Lagudis
Boulder,
Colorado
| $63K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $55.1K | – | – | – |
|
|
LWP
29
Laurel Wealth Planning
Edina,
Minnesota
| $33.5K | – | – | – |
|
|
CWP
30
Concord Wealth Partners
Abingdon,
Virginia
| $19K | +$18.9K | +700 | New |
|
31
Citigroup
New York
| $1.65K | +$1.65K | +61 | New |
|
32
Fidelity Investments
Boston,
Massachusetts
| $27 | +$27 | +1 | New |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$203K | -8,183 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$27 | -1 | Closed |
|
CHGX Hedge Fund Activity: Q4 2022 in Review
32 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2022, worth a combined $31.4M — up 17% from $26.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CHGX positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $748K. The largest seller was Pathstone Family Office, cutting an estimated $587K.
- 32 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2022, up from 29 in Q3 2022.
- Funds reported $31.4M of AXS Change Finance ESG ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 6 funds opened new AXS Change Finance ESG ETF positions in Q4 2022 and 2 closed out, a net change of +4 holders.
- The largest AXS Change Finance ESG ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $748K added.
- The largest AXS Change Finance ESG ETF seller in Q4 2022 was Pathstone Family Office, an estimated $587K sold.
Based on aggregated 13F filings for Q4 2022.