AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
32 hedge funds and large institutions have $49.8M invested in AXS Change Finance ESG ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.
16% more capital invested
Capital invested by funds: $42.9M → $49.8M (+$6.93M)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
7% less call options, than puts
Call options by funds: $2.58M | Put options by funds: $2.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$4.91M |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
+$1.52M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$456K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$193K |
| 5 |
Morgan Stanley
New York
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.9M |
| 2 |
I
IMPACTfolio
Denver,
Colorado
|
-$648K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$640K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$321K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$234K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Morgan Stanley
New York
| $216K | +$133K | +3,601 | +180% |
|
|
HGERS
27
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $135K | +$15K | +408 | +13% |
|
28
Fidelity Investments
Boston,
Massachusetts
| $133K | +$37 | +1 | +0% |
|
|
OP
29
ORG Partners
Roanoke,
Indiana
| $89.3K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $78.2K | – | – | – |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $55.9K | -$2.4K | -65 | -4% |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $2.66K | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
RJFSA
34
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$4.9M | -135,605 | Closed |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$640K | -17,688 | Closed |
|
36
Citigroup
New York
| – | -$325 | -9 | Closed |
|
CHGX Hedge Fund Activity: Q3 2024 in Review
32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2024, worth a combined $49.8M — up 16% from $42.9M a quarter earlier.
Fund positioning in CHGX was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 11 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $4.91M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $4.9M sold.
- 32 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $49.8M of AXS Change Finance ESG ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 3 funds opened new AXS Change Finance ESG ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
- The largest AXS Change Finance ESG ETF buyer in Q3 2024 was World Investment Advisors, an estimated $4.91M added.
- The largest AXS Change Finance ESG ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $4.9M sold.
Based on aggregated 13F filings for Q3 2024.