AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
7 hedge funds and large institutions have $1.89M invested in AXS Change Finance ESG ETF in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4% less capital invested
Capital invested by funds: $1.96M → $1.89M (-$71K)
22% less funds holding
Funds holding: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$244K |
| 2 |
LPL Financial
San Diego,
California
|
+$231K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $577K | +$231K | +10,449 | +51% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $558K | +$244K | +11,000 | +58% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $446K | +$215K | +9,692 | +68% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $120K | – | – | – |
|
5
US Bancorp
Minneapolis,
Minnesota
| $102K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $86K | +$103K | +4,668 | New |
|
|
LNWWM
7
Laird Norton Wetherby Wealth Management
San Francisco,
California
| – | -$321K | -13,800 | Closed |
|
CHGX Hedge Fund Activity: Q1 2020 in Review
7 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2020, worth a combined $1.89M — down 3.6% from $1.96M a quarter earlier.
Fund positioning in CHGX was balanced in Q1 2020: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $244K. The largest seller was Laird Norton Wetherby Wealth Management, exiting entirely with an estimated $321K sold.
- 7 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2020, down from 9 in Q4 2019.
- Funds reported $1.89M of AXS Change Finance ESG ETF stock for Q1 2020, down 3.6% quarter-over-quarter.
- 1 fund opened new AXS Change Finance ESG ETF positions in Q1 2020 and 1 closed out, a net change of 0 holders.
- The largest AXS Change Finance ESG ETF buyer in Q1 2020 was Cambridge Investment Research Advisors, an estimated $244K added.
- The largest AXS Change Finance ESG ETF seller in Q1 2020 was Laird Norton Wetherby Wealth Management, an estimated $321K sold.
Based on aggregated 13F filings for Q1 2020.