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CHGX

AXS Change Finance ESG ETF

Delisted

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

29 hedge funds and large institutions have $36.6M invested in AXS Change Finance ESG ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

46% more capital invested

Capital invested by funds: $25M → $36.6M (+$11.6M)

26% more funds holding

Funds holding: 2329 (+6)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
1
IMPACTfolio
Colorado
$11.6M +$11.3M +329,666 New
PFO
2
Pathstone Family Office
New Jersey
$4.67M -$9.3K -271 -0.2%
ASN
3
Advisory Services Network
Georgia
$2.9M +$485K +14,126 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.81M +$70.6K +2,057 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.28M +$422K +12,300 +23%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.17M +$199K +5,794 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.17M -$3.14M -91,599 -60%
LPL Financial
8
LPL Financial
California
$1.57M +$130K +3,796 +9%
LNWWM
9
Laird Norton Wetherby Wealth Management
California
$820K
AC
10
Arjuna Capital
North Carolina
$795K +$2.02K +59 +0.3%
TRCT
11
Tower Research Capital (TRC)
New York
$621K +$608K +17,726 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$583K +$2.95K +86 +0.5%
PAG
13
Private Advisor Group
New Jersey
$558K -$509K -14,818 -48%
FAFN
14
First Affirmative Financial Network
Colorado
$458K -$4.98K -145 -1%
DWM
15
Denver Wealth Management
Colorado
$382K +$374K +10,906 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$358K +$87.1K +2,539 +33%
CFGS
17
Concourse Financial Group Securities
Alabama
$340K +$87.1K +2,537 +35%
FANJ
18
Financial Architects (New Jersey)
New Jersey
$334K +$327K +9,536 New
WS
19
Wedbush Securities
California
$298K
Citadel Advisors
20
Citadel Advisors
Florida
$296K -$1.2M -34,885 -81%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$226K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$144K +$141K +4,104 New
SBL
23
Sargent Bickham Lagudis
Colorado
$78K +$755 +22 +1%
Morgan Stanley
24
Morgan Stanley
New York
$70K
APA
25
American Portfolios Advisors
New York
$56.8K +$39.6K +1,153 +246%

CHGX Hedge Fund Activity: Q4 2021 in Review

29 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2021, worth a combined $36.6M — up 46% from $25M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHGX positions and 0 closed out — a net gain of 7 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $608K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.14M.

  • 29 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2021, up from 23 in Q3 2021.
  • Funds reported $36.6M of AXS Change Finance ESG ETF stock for Q4 2021, up 46% quarter-over-quarter.
  • 7 funds opened new AXS Change Finance ESG ETF positions in Q4 2021 and 0 closed out, a net change of +7 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q4 2021 was Tower Research Capital (TRC), an estimated $608K added.
  • The largest AXS Change Finance ESG ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2021.