CHGX

AXS Change Finance ESG ETF
CHGX

Overview Fund Activity
Delisted

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

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23 hedge funds and large institutions have $25M invested in AXS Change Finance ESG ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.99M
2
PFO
2
Pathstone Family Office
New Jersey
$4.35M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.41M
4
PAG
4
Private Advisor Group
New Jersey
$999K
5
FAFN
5
First Affirmative Financial Network
Colorado
$430K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
BWP
2
BSW Wealth Partners
Colorado
$0
3
CGL
3
Clarius Group LLC
Washington
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$210K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.99M 153,400 +153,400 New
PFO
2
Pathstone Family Office
New Jersey
$4.35M 133,594 +22,849 +21%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.54M 78,192 +4,194 +6%
ASN
4
Advisory Services Network
Georgia
$2.23M 68,584 +2,155 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.83M 56,201 +7,740 +16%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.72M 52,725 +5,642 +12%
Citadel Advisors
7
Citadel Advisors
Florida
$1.41M 43,328 +21,433 +98%
LPL Financial
8
LPL Financial
California
$1.34M 41,034 -303 -0.7%
PAG
9
Private Advisor Group
New Jersey
$999K 30,754 +15,514 +102%
LNWWM
10
Laird Norton Wetherby Wealth Management
California
$761K 23,394 – –
AC
11
Arjuna Capital
North Carolina
$736K 22,621 – –
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$539K 16,561 -1,200 -7%
FAFN
13
First Affirmative Financial Network
Colorado
$430K 13,218 +13,218 New
WS
14
Wedbush Securities
California
$276K 8,493 +592 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$249K 7,667 +7,667 New
CFGS
16
Concourse Financial Group Securities
Alabama
$233K 7,153 +2,280 +47%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$210K 6,440 -1,459 -18%
SBL
18
Sargent Bickham Lagudis
Colorado
$72K 2,205 +31 +1%
Morgan Stanley
19
Morgan Stanley
New York
$65K 2,000 – –
CWP
20
Concord Wealth Partners
Virginia
$23K 700 – –
APA
21
American Portfolios Advisors
New York
$15.2K 468 – –
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K 360 – –
SIM
23
Sonora Investment Management
Arizona
$7K 200 +200 New
TRCT
24
Tower Research Capital (TRC)
New York
– – -38,022 Closed
BWP
25
BSW Wealth Partners
Colorado
– – -8,150 Closed
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