AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
9 hedge funds and large institutions have $1.96M invested in AXS Change Finance ESG ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14% more capital invested
Capital invested by funds: $1.71M → $1.96M (+$247K)
13% more funds holding
Funds holding: 8 → 9 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$109K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$90K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$53.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$78.2K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$58.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $480K | +$109K | +4,862 | +31% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $444K | +$90K | +4,033 | +27% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $333K | -$78.2K | -3,505 | -20% |
|
|
LNWWM
4
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $321K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $150K | -$58.9K | -2,641 | -29% |
|
6
US Bancorp
Minneapolis,
Minnesota
| $128K | – | – | – |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $101K | +$53.9K | +2,413 | +125% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| – | +$22 | +1 | New |
|
CHGX Hedge Fund Activity: Q4 2019 in Review
9 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2019, worth a combined $1.96M — up 14% from $1.71M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new CHGX positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $109K. The largest seller was Advisory Services Network, cutting an estimated $78.2K.
- 9 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2019, up from 8 in Q3 2019.
- Funds reported $1.96M of AXS Change Finance ESG ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 1 fund opened new AXS Change Finance ESG ETF positions in Q4 2019 and 0 closed out, a net change of +1 holder.
- The largest AXS Change Finance ESG ETF buyer in Q4 2019 was LPL Financial, an estimated $109K added.
- The largest AXS Change Finance ESG ETF seller in Q4 2019 was Advisory Services Network, an estimated $78.2K sold.
Based on aggregated 13F filings for Q4 2019.