AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
35 hedge funds and large institutions have $49.1M invested in AXS Change Finance ESG ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
35% more call options, than puts
Call options by funds: $7.99M | Put options by funds: $5.92M
29% more capital invested
Capital invested by funds: $38.1M → $49.1M (+$11M)
5% less funds holding
Funds holding: 37 → 35 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
I
IMPACTfolio
Denver,
Colorado
|
+$14.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$568K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$453K |
| 4 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$87.7K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$62.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$945K |
| 2 |
GS
GTS Securities
New York
|
-$504K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$395K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$176K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MI
26
Moneywise Inc
Forest,
Virginia
| $203K | – | – | – |
|
|
HGERS
27
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $97.9K | +$103K | +3,307 | New |
|
28
UBS Group
Zurich,
Switzerland
| $85.8K | +$5.92K | +191 | +7% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $60.1K | – | – | – |
|
30
Morgan Stanley
New York
| $59.2K | – | – | – |
|
|
OP
31
ORG Partners
Roanoke,
Indiana
| $43.2K | – | – | – |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $35K | – | – | – |
|
|
NCM
33
Northwest Capital Management
Lake Oswego,
Oregon
| $34.7K | – | – | – |
|
|
CWP
34
Concord Wealth Partners
Abingdon,
Virginia
| $14.8K | – | – | – |
|
|
HI
35
Harbour Investments
Madison,
Wisconsin
| $2.04K | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $11 | – | – | – |
|
|
GS
37
GTS Securities
New York
| – | -$504K | -16,122 | Closed |
|
|
38
Citadel Advisors
Miami,
Florida
| – | -$395K | -12,633 | Closed |
|
39
Citigroup
New York
| – | -$281 | -9 | Closed |
|
CHGX Hedge Fund Activity: Q3 2023 in Review
35 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2023, worth a combined $49.1M — up 29% from $38.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CHGX and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.
The largest buyer was IMPACTfolio, adding an estimated $14.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $945K.
- 35 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2023, down from 37 in Q2 2023.
- Funds reported $49.1M of AXS Change Finance ESG ETF stock for Q3 2023, up 29% quarter-over-quarter.
- 2 funds opened new AXS Change Finance ESG ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
- The largest AXS Change Finance ESG ETF buyer in Q3 2023 was IMPACTfolio, an estimated $14.6M added.
- The largest AXS Change Finance ESG ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $945K sold.
Based on aggregated 13F filings for Q3 2023.