AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
31 hedge funds and large institutions have $45.4M invested in AXS Change Finance ESG ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 7 closing their positions.
1% less call options, than puts
Call options by funds: $8.68M | Put options by funds: $8.74M
10% less capital invested
Capital invested by funds: $50.5M → $45.4M (-$5.03M)
14% less funds holding
Funds holding: 36 → 31 (-5)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$514K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$469K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$196K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$147K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$64.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$1.22M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$812K |
| 3 |
I
IMPACTfolio
Denver,
Colorado
|
-$766K |
| 4 |
AC
Arjuna Capital
Durham,
North Carolina
|
-$316K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $74.8K | – | – | – |
|
|
FFA
27
Farther Finance Advisors
San Francisco,
California
| $62K | +$64.6K | +1,682 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $51.6K | – | – | – |
|
|
RMP
29
Richards, Merrill & Peterson
Spokane,
Washington
| $28.4K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $13K | +$13.3K | +345 | New |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $7.22K | +$4.88K | +127 | +184% |
|
32
Wells Fargo
San Francisco,
California
| $3 | -$6.22K | -162 | Closed |
|
|
I
33
IMPACTfolio
Denver,
Colorado
| – | -$766K | -20,165 | Closed |
|
|
CFGS
34
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$448K | -11,309 | Closed |
|
|
AC
35
Arjuna Capital
Durham,
North Carolina
| – | -$316K | -8,325 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$226K | -5,957 | Closed |
|
|
SC
37
Stance Capital
Boston,
Massachusetts
| – | -$60.4K | -1,591 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$456 | -12 | Closed |
|
CHGX Hedge Fund Activity: Q1 2025 in Review
31 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2025, worth a combined $45.4M — down 10% from $50.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CHGX and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 7 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $514K. The largest seller was Colorado Capital Management, cutting an estimated $1.22M.
- 31 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2025, down from 36 in Q4 2024.
- Funds reported $45.4M of AXS Change Finance ESG ETF stock for Q1 2025, down 10% quarter-over-quarter.
- 3 funds opened new AXS Change Finance ESG ETF positions in Q1 2025 and 7 closed out, a net change of -4 holders.
- The largest AXS Change Finance ESG ETF buyer in Q1 2025 was Tower Research Capital (TRC), an estimated $514K added.
- The largest AXS Change Finance ESG ETF seller in Q1 2025 was Colorado Capital Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2025.