AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
36 hedge funds and large institutions have $50.5M invested in AXS Change Finance ESG ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
28% more call options, than puts
Call options by funds: $7.97M | Put options by funds: $6.22M
13% more funds holding
Funds holding: 32 → 36 (+4)
1% more capital invested
Capital invested by funds: $49.8M → $50.5M (+$671K)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$552K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$293K |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$125K |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
+$109K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$46.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$785K |
| 2 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$571K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$394K |
| 4 |
WA
Westfuller Advisors
New York
|
-$239K |
| 5 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $209K | -$3.37K | -86 | -2% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $136K | +$5.13K | +131 | +4% |
|
|
MEG
28
Millstone Evans Group
Boulder,
Colorado
| $115K | +$118K | +3,021 | New |
|
|
OP
29
ORG Partners
Roanoke,
Indiana
| $88.1K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $77.1K | – | – | – |
|
|
SC
31
Stance Capital
Boston,
Massachusetts
| $60.4K | +$62.2K | +1,591 | New |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53.2K | -$2K | -51 | -4% |
|
|
RMP
33
Richards, Merrill & Peterson
Spokane,
Washington
| $29.2K | +$30.1K | +770 | New |
|
34
Wells Fargo
San Francisco,
California
| $6.15K | +$6.34K | +162 | New |
|
|
HI
35
Harbour Investments
Madison,
Wisconsin
| $2.62K | – | – | – |
|
36
UBS Group
Zurich,
Switzerland
| $456 | +$469 | +12 | New |
|
|
CGL
37
Clarius Group LLC
Seattle,
Washington
| – | -$220K | -5,726 | Closed |
|
|
HGERS
38
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$135K | -3,522 | Closed |
|
CHGX Hedge Fund Activity: Q4 2024 in Review
36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2024, worth a combined $50.5M — up 1.3% from $49.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CHGX positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 14 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $552K. The largest seller was Susquehanna International Group, cutting an estimated $785K.
- 36 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2024, up from 32 in Q3 2024.
- Funds reported $50.5M of AXS Change Finance ESG ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
- 7 funds opened new AXS Change Finance ESG ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest AXS Change Finance ESG ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $552K added.
- The largest AXS Change Finance ESG ETF seller in Q4 2024 was Susquehanna International Group, an estimated $785K sold.
Based on aggregated 13F filings for Q4 2024.