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CHGX

AXS Change Finance ESG ETF
CHGX

Delisted

CHGX was delisted on the 4th of April, 2025.

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33 hedge funds and large institutions have $33.3M invested in AXS Change Finance ESG ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $31.4M → $33.3M (+$1.92M)

3% more funds holding

Funds holding: 32 → 33 (+1)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

70% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $5.03M

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
12
Closed
5
Calls
$1.49M
Puts
$5.03M
Net Calls
-$3.54M
Net Calls Change
+$2.11M

Top Buyers

Rank Fund Capital Flow
1
CCM
Colorado Capital Management
Colorado
+$1.16M
2
I
IMPACTfolio
Colorado
+$973K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$787K
4
LPL Financial
LPL Financial
California
+$722K
5
AWE
Avidian Wealth Enterprises
Texas
+$440K

Top Sellers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
-$4.55M
2
Osaic Holdings
Osaic Holdings
Arizona
-$697K
3
SAM
Stone Asset Management
Texas
-$489K
4
TRCT
Tower Research Capital (TRC)
New York
-$464K
5
AC
Arjuna Capital
North Carolina
-$320K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$238K -$14.4K -511 -6%
DWM
27
Denver Wealth Management
Colorado
$214K +$209K +7,413 New
SPIA
28
Steward Partners Investment Advisory
New York
$58.6K – – –
Morgan Stanley
29
Morgan Stanley
New York
$57.7K -$85.4K -3,022 -60%
HGERS
30
Householder Group Estate & Retirement Specialist
Arizona
$52K +$51.1K +1,808 New
UBS Group
31
UBS Group
Switzerland
$16K +$15.7K +554 New
CWP
32
Concord Wealth Partners
Virginia
$14.4K -$5.65K -200 -29%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.4K -$14.5K -513 -0.6%
Wells Fargo
34
Wells Fargo
California
$11 – – –
TRCT
35
Tower Research Capital (TRC)
New York
– -$464K -17,097 Closed
MCC
36
Money Concepts Capital
Florida
– -$101K -3,739 Closed
LWP
37
Laurel Wealth Planning
Minnesota
– -$33.5K -1,237 Closed
Citigroup
38
Citigroup
New York
– -$1.65K -61 Closed
Fidelity Investments
39
Fidelity Investments
Massachusetts
– -$27 -1 Closed
1
2

CHGX Hedge Fund Activity: Q1 2023 in Review

33 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2023, worth a combined $33.3M — up 6.1% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHGX positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Colorado Capital Management, adding an estimated $1.16M. The largest seller was Pathstone Family Office, cutting an estimated $4.55M.

  • 33 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2023, up from 32 in Q4 2022.
  • Funds reported $33.3M of AXS Change Finance ESG ETF stock for Q1 2023, up 6.1% quarter-over-quarter.
  • 7 funds opened new AXS Change Finance ESG ETF positions in Q1 2023 and 5 closed out, a net change of +2 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q1 2023 was Colorado Capital Management, an estimated $1.16M added.
  • The largest AXS Change Finance ESG ETF seller in Q1 2023 was Pathstone Family Office, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2023.