AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
12 hedge funds and large institutions have $3.69M invested in AXS Change Finance ESG ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
36% more capital invested
Capital invested by funds: $2.72M → $3.69M (+$975K)
33% more funds holding
Funds holding: 9 → 12 (+3)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$237K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$204K |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$201K |
| 4 |
LPL Financial
San Diego,
California
|
+$187K |
| 5 |
Morgan Stanley
New York
|
+$49.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$127K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$64.4K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$18K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.09M | +$187K | +7,549 | +21% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $807K | +$34.1K | +1,380 | +5% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $577K | -$64.4K | -2,605 | -10% |
|
|
LNWWM
4
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $245K | +$237K | +9,594 | New |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $229K | – | – | – |
|
|
WS
6
Wedbush Securities
Los Angeles,
California
| $211K | +$204K | +8,253 | New |
|
|
BWP
7
BSW Wealth Partners
Boulder,
Colorado
| $208K | +$201K | +8,150 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $165K | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $106K | -$13.1K | -531 | -11% |
|
|
10
Morgan Stanley
New York
| $51K | +$49.4K | +2,000 | New |
|
|
11
US Bancorp
Minneapolis,
Minnesota
| – | -$127K | -5,500 | Closed |
|
|
CAN
12
Cetera Advisor Networks
El Segundo,
California
| – | -$18K | -800 | Closed |
|
13
Citigroup
New York
| – | +$49 | +2 | New |
|
CHGX Hedge Fund Activity: Q3 2020 in Review
12 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2020, worth a combined $3.69M — up 36% from $2.72M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CHGX positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Laird Norton Wetherby Wealth Management, opening a new position worth an estimated $237K. The largest seller was US Bancorp, exiting entirely with an estimated $127K sold.
- 12 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2020, up from 9 in Q2 2020.
- Funds reported $3.69M of AXS Change Finance ESG ETF stock for Q3 2020, up 36% quarter-over-quarter.
- 5 funds opened new AXS Change Finance ESG ETF positions in Q3 2020 and 2 closed out, a net change of +3 holders.
- The largest AXS Change Finance ESG ETF buyer in Q3 2020 was Laird Norton Wetherby Wealth Management, an estimated $237K added.
- The largest AXS Change Finance ESG ETF seller in Q3 2020 was US Bancorp, an estimated $127K sold.
Based on aggregated 13F filings for Q3 2020.