CHGX

AXS Change Finance ESG ETF
CHGX

Overview Fund Activity
Delisted

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

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28 hedge funds and large institutions have $25.8M invested in AXS Change Finance ESG ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
9
Reduced
6
Closed
4
Calls
$829K
Puts
$71K
Net Calls
+$758K
Net Calls Change
+$758K

Top Buyers

1
WWA
1
WCG Wealth Advisors
Nevada
$4.85M
2
LPL Financial
2
LPL Financial
California
$1.31M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.33M
5
Citadel Advisors
5
Citadel Advisors
Florida
$580K

Top Sellers

1
I
1
IMPACTfolio
Colorado
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$136K
3
TRCT
3
Tower Research Capital (TRC)
New York
$164K
4
PFO
4
Pathstone Family Office
New Jersey
$2.87M
5
MCC
5
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WWA
1
WCG Wealth Advisors
Nevada
$4.85M 185,217 +185,217 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4M 152,781 +46,201 +43%
ASN
3
Advisory Services Network
Georgia
$3.1M 118,425 +337 +0.3%
PFO
4
Pathstone Family Office
New Jersey
$2.87M 109,552 -23,148 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.97M 75,115 +6,797 +10%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.73M 66,036 +2,244 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.33M 50,626 +44,783 +766%
LPL Financial
8
LPL Financial
California
$1.31M 49,987 +49,987 New
AC
9
Arjuna Capital
North Carolina
$602K 22,981 -165 -0.7%
Citadel Advisors
10
Citadel Advisors
Florida
$580K 22,140 +22,140 New
PAG
11
Private Advisor Group
New Jersey
$482K 18,390 +18,390 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$410K 15,655 – –
FAFN
13
First Affirmative Financial Network
Colorado
$335K 12,800 -281 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$312K 11,899 +644 +6%
CFGS
15
Concourse Financial Group Securities
Alabama
$298K 11,383 +1,052 +10%
E
16
ETFidea
New York
$290K 11,074 +188 +2%
LNWWM
17
Laird Norton Wetherby Wealth Management
California
$251K 9,594 -13,800 -59%
DWM
18
Denver Wealth Management
Colorado
$230K 8,767 +8,767 New
WS
19
Wedbush Securities
California
$223K 8,493 +8,493 New
TRCT
20
Tower Research Capital (TRC)
New York
$164K 6,245 -35,927 -85%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$136K 5,190 -105,655 -95%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$106K 4,056 +4,056 New
SBL
23
Sargent Bickham Lagudis
Colorado
$61K 2,323 +96 +4%
SPIA
24
Steward Partners Investment Advisory
New York
$53K 2,031 – –
Morgan Stanley
25
Morgan Stanley
New York
$52K 2,000 +2,000 New
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