AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
12 hedge funds and large institutions have $6.79M invested in AXS Change Finance ESG ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
84% more capital invested
Capital invested by funds: $3.69M → $6.79M (+$3.1M)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$689K |
| 3 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$377K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$236K |
| 5 |
HF
HRT Financial
New York
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$103K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
1
Advisory Services Network
Atlanta,
Georgia
| $1.63M | +$689K | +25,227 | +80% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.17M | +$1M | +36,734 | +888% |
|
|
3
LPL Financial
San Diego,
California
| $1.12M | -$103K | -3,762 | -9% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $897K | +$236K | +8,646 | +38% |
|
|
LNWWM
5
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $672K | +$377K | +13,800 | +144% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $345K | +$60.4K | +2,211 | +23% |
|
|
WS
7
Wedbush Securities
Los Angeles,
California
| $237K | – | – | – |
|
|
BWP
8
BSW Wealth Partners
Boulder,
Colorado
| $234K | – | – | – |
|
|
HF
9
HRT Financial
New York
| $220K | +$210K | +7,672 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $186K | – | – | – |
|
11
Morgan Stanley
New York
| $57K | – | – | – |
|
|
CWP
12
Concord Wealth Partners
Abingdon,
Virginia
| $14K | +$13.7K | +500 | New |
|
|
13
Wells Fargo
San Francisco,
California
| – | -$27 | -1 | Closed |
|
CHGX Hedge Fund Activity: Q4 2020 in Review
12 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2020, worth a combined $6.79M — up 84% from $3.69M a quarter earlier.
Fund positioning in CHGX was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1M. The largest seller was LPL Financial, cutting an estimated $103K.
- 12 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $6.79M of AXS Change Finance ESG ETF stock for Q4 2020, up 84% quarter-over-quarter.
- 2 funds opened new AXS Change Finance ESG ETF positions in Q4 2020 and 2 closed out, a net change of 0 holders.
- The largest AXS Change Finance ESG ETF buyer in Q4 2020 was Osaic Holdings, an estimated $1M added.
- The largest AXS Change Finance ESG ETF seller in Q4 2020 was LPL Financial, an estimated $103K sold.
Based on aggregated 13F filings for Q4 2020.