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CHGX

AXS Change Finance ESG ETF

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

1,068% more call options, than puts

Call options by funds: $829K | Put options by funds: $71K

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

22% more funds holding

Funds holding: 2328 (+5)

32% less capital invested

Capital invested by funds: $38.1M → $25.8M (-$12.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1
WCG Wealth Advisors
Nevada
$4.85M +$5.26M +185,217 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4M +$1.31M +46,201 +43%
ASN
3
Advisory Services Network
Georgia
$3.1M +$9.58K +337 +0.3%
PFO
4
Pathstone Family Office
New Jersey
$2.87M -$658K -23,148 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.97M +$193K +6,797 +10%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.73M +$63.8K +2,244 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.33M +$1.27M +44,783 +766%
LPL Financial
8
LPL Financial
California
$1.31M +$1.42M +49,987 New
AC
9
Arjuna Capital
North Carolina
$602K -$4.69K -165 -0.7%
Citadel Advisors
10
Citadel Advisors
Florida
$580K +$629K +22,140 New
PAG
11
Private Advisor Group
New Jersey
$482K +$523K +18,390 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$410K
FAFN
13
First Affirmative Financial Network
Colorado
$335K -$7.99K -281 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$312K +$18.3K +644 +6%
CFGS
15
Concourse Financial Group Securities
Alabama
$298K +$29.9K +1,052 +10%
E
16
ETFidea
New York
$290K +$5.34K +188 +2%
LNWWM
17
Laird Norton Wetherby Wealth Management
California
$251K -$392K -13,800 -59%
DWM
18
Denver Wealth Management
Colorado
$230K +$249K +8,767 New
WS
19
Wedbush Securities
California
$223K +$241K +8,493 New
TRCT
20
Tower Research Capital (TRC)
New York
$164K -$1.02M -35,927 -85%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$136K -$3M -105,655 -95%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$106K +$115K +4,056 New
SBL
23
Sargent Bickham Lagudis
Colorado
$61K +$2.73K +96 +4%
SPIA
24
Steward Partners Investment Advisory
New York
$53K
Morgan Stanley
25
Morgan Stanley
New York
$52K +$56.8K +2,000 New

CHGX Hedge Fund Activity: Q2 2022 in Review

28 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q2 2022, worth a combined $25.8M — down 32% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CHGX positions and 4 closed out — a net gain of 5 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.42M. The largest seller was IMPACTfolio, exiting entirely with an estimated $12.9M sold.

  • 28 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q2 2022, up from 23 in Q1 2022.
  • Funds reported $25.8M of AXS Change Finance ESG ETF stock for Q2 2022, down 32% quarter-over-quarter.
  • 9 funds opened new AXS Change Finance ESG ETF positions in Q2 2022 and 4 closed out, a net change of +5 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q2 2022 was LPL Financial, an estimated $1.42M added.
  • The largest AXS Change Finance ESG ETF seller in Q2 2022 was IMPACTfolio, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2022.