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CHGX

AXS Change Finance ESG ETF

Delisted

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

24 hedge funds and large institutions have $18.7M invested in AXS Change Finance ESG ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 4 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

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

43% more capital invested

Capital invested by funds: $13.1M → $18.7M (+$5.59M)

33% more funds holding

Funds holding: 1824 (+6)

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
1
Pathstone Family Office
New Jersey
$3.65M -$45.4K -1,430 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.44M +$1.03M +32,520 +78%
ASN
3
Advisory Services Network
Georgia
$2.19M +$103K +3,244 +5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.6M +$383K +12,041 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.55M +$410K +12,910 +38%
LPL Financial
6
LPL Financial
California
$1.36M +$49.8K +1,568 +4%
TRCT
7
Tower Research Capital (TRC)
New York
$1.25M +$1.21M +38,022 New
LNWWM
8
Laird Norton Wetherby Wealth Management
California
$771K +$439K +13,800 +144%
AC
9
Arjuna Capital
North Carolina
$746K +$719K +22,621 New
Citadel Advisors
10
Citadel Advisors
Florida
$722K -$527K -16,594 -43%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$586K -$17.7K -557 -3%
PAG
12
Private Advisor Group
New Jersey
$503K +$40.8K +1,284 +9%
BWP
13
BSW Wealth Partners
Colorado
$269K
WS
14
Wedbush Securities
California
$260K -$11.2K -352 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$260K +$39.7K +1,250 +19%
CGL
16
Clarius Group LLC
Washington
$202K +$195K +6,129 New
CFGS
17
Concourse Financial Group Securities
Alabama
$161K +$155K +4,873 New
SBL
18
Sargent Bickham Lagudis
Colorado
$72K +$1.84K +58 +3%
Morgan Stanley
19
Morgan Stanley
New York
$66K
CWP
20
Concord Wealth Partners
Virginia
$23K +$6.36K +200 +40%
APA
21
American Portfolios Advisors
New York
$15.4K +$14.9K +468 New
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K +$6.67K +210 +140%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -40 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
+$32 +1 New
Citigroup
25
Citigroup
New York
+$127 +4 New

CHGX Hedge Fund Activity: Q2 2021 in Review

24 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q2 2021, worth a combined $18.7M — up 43% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHGX positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $1.21M. The largest seller was Citadel Advisors, cutting an estimated $527K.

  • 24 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q2 2021, up from 18 in Q1 2021.
  • Funds reported $18.7M of AXS Change Finance ESG ETF stock for Q2 2021, up 43% quarter-over-quarter.
  • 7 funds opened new AXS Change Finance ESG ETF positions in Q2 2021 and 1 closed out, a net change of +6 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q2 2021 was Tower Research Capital (TRC), an estimated $1.21M added.
  • The largest AXS Change Finance ESG ETF seller in Q2 2021 was Citadel Advisors, an estimated $527K sold.

Based on aggregated 13F filings for Q2 2021.