We are live on ! Find out more
CHGX

AXS Change Finance ESG ETF
CHGX

Delisted

CHGX was delisted on the 4th of April, 2025.

Back to rankings

18 hedge funds and large institutions have $13.1M invested in AXS Change Finance ESG ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

93% more capital invested

Capital invested by funds: $6.79M → $13.1M (+$6.34M)

50% more funds holding

Funds holding: 12 → 18 (+6)

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
+$3.31M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.14M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.01M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$541K
5
ASN
Advisory Services Network
Georgia
+$189K

Top Sellers

Rank Fund Capital Flow
1
LNWWM
Laird Norton Wetherby Wealth Management
California
-$408K
2
HF
HRT Financial
New York
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1
Pathstone Family Office
New Jersey
$3.38M +$3.31M +112,175 New
ASN
2
Advisory Services Network
Georgia
$1.91M +$189K +6,383 +11%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.25M +$17.9K +607 +1%
LPL Financial
4
LPL Financial
California
$1.2M +$23K +780 +2%
Citadel Advisors
5
Citadel Advisors
Florida
$1.16M +$1.14M +38,489 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.1M +$153K +5,175 +17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.03M +$1.01M +34,173 New
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$552K +$541K +18,318 New
PAG
9
Private Advisor Group
New Jersey
$421K +$57.6K +1,948 +16%
LNWWM
10
Laird Norton Wetherby Wealth Management
California
$289K -$408K -13,800 -59%
WS
11
Wedbush Securities
California
$249K – – –
BWP
12
BSW Wealth Partners
Colorado
$246K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$201K +$5.61K +190 +3%
SBL
14
Sargent Bickham Lagudis
Colorado
$64K +$62.5K +2,116 New
Morgan Stanley
15
Morgan Stanley
New York
$60K – – –
CWP
16
Concord Wealth Partners
Virginia
$15K – – –
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.52K +$4.43K +150 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.18K +40 New
HF
19
HRT Financial
New York
– -$220K -7,672 Closed

CHGX Hedge Fund Activity: Q1 2021 in Review

18 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2021, worth a combined $13.1M — up 93% from $6.79M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHGX positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $3.31M. The largest seller was Laird Norton Wetherby Wealth Management, cutting an estimated $408K.

  • 18 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2021, up from 12 in Q4 2020.
  • Funds reported $13.1M of AXS Change Finance ESG ETF stock for Q1 2021, up 93% quarter-over-quarter.
  • 7 funds opened new AXS Change Finance ESG ETF positions in Q1 2021 and 1 closed out, a net change of +6 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q1 2021 was Pathstone Family Office, an estimated $3.31M added.
  • The largest AXS Change Finance ESG ETF seller in Q1 2021 was Laird Norton Wetherby Wealth Management, an estimated $408K sold.

Based on aggregated 13F filings for Q1 2021.