We are live on ! Find out more
CHGX

AXS Change Finance ESG ETF

Delisted

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

23 hedge funds and large institutions have $38.1M invested in AXS Change Finance ESG ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

4% more capital invested

Capital invested by funds: $36.6M → $38.1M (+$1.45M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less funds holding

Funds holding: 2923 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
23
Holders Change
-6
Holders Change %
-20.69%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
3
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
1
IMPACTfolio
Colorado
$12.9M +$2.58M +81,714 +25%
PFO
2
Pathstone Family Office
New Jersey
$4.17M -$19.7K -623 -0.5%
ASN
3
Advisory Services Network
Georgia
$3.71M +$1.12M +35,378 +43%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.48M +$3.3M +104,405 +1,621%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.35M +$1.41M +44,779 +72%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.14M +$104K +3,293 +5%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2M +$56.7K +1,797 +3%
TRCT
8
Tower Research Capital (TRC)
New York
$1.32M +$772K +24,446 +138%
LNWWM
9
Laird Norton Wetherby Wealth Management
California
$734K
AC
10
Arjuna Capital
North Carolina
$727K +$14.7K +466 +2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$491K -$31.3K -992 -6%
MCC
12
Money Concepts Capital
Florida
$446K +$448K +14,199 New
FAFN
13
First Affirmative Financial Network
Colorado
$411K +$253 +8 +0.1%
Jane Street
14
Jane Street
New York
$401K +$404K +12,785 New
FANJ
15
Financial Architects (New Jersey)
New Jersey
$361K +$61.9K +1,960 +21%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$353K +$33.1K +1,049 +10%
E
17
ETFidea
New York
$342K +$344K +10,886 New
CFGS
18
Concourse Financial Group Securities
Alabama
$324K +$20.2K +641 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$183K -$2.35M -74,406 -93%
SBL
20
Sargent Bickham Lagudis
Colorado
$70K
SPIA
21
Steward Partners Investment Advisory
New York
$64K +$64.1K +2,031 New
APA
22
American Portfolios Advisors
New York
$50.9K
CWP
23
Concord Wealth Partners
Virginia
$22K
LPL Financial
24
LPL Financial
California
-$1.57M -44,830 Closed
PAG
25
Private Advisor Group
New Jersey
-$558K -15,936 Closed

CHGX Hedge Fund Activity: Q1 2022 in Review

23 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2022, worth a combined $38.1M — up 4% from $36.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CHGX and 4 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 12 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.3M. The largest seller was Osaic Holdings, cutting an estimated $2.35M.

  • 23 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2022, down from 29 in Q4 2021.
  • Funds reported $38.1M of AXS Change Finance ESG ETF stock for Q1 2022, up 4% quarter-over-quarter.
  • 4 funds opened new AXS Change Finance ESG ETF positions in Q1 2022 and 9 closed out, a net change of -5 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $3.3M added.
  • The largest AXS Change Finance ESG ETF seller in Q1 2022 was Osaic Holdings, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2022.