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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 $26.9M invested in AXS Change Finance ESG ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2829 (+1)

4% more capital invested

Capital invested by funds: $25.8M → $26.9M (+$1.06M)

15% less call options, than puts

Call options by funds: $7.21M | Put options by funds: $8.48M

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
12
Closed
3
Calls
$7.21M
Puts
$8.48M
Net Calls
-$1.28M
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
1
Pathstone Family Office
New Jersey
$4.88M +$2.41M +87,168 +80%
WWA
2
WCG Wealth Advisors
Nevada
$4.74M -$259K -9,372 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.81M +$13.7K +494 +0.3%
ASN
4
Advisory Services Network
Georgia
$2.15M -$879K -31,780 -27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.1M +$263K +9,496 +13%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.58M -$70.3K -2,542 -4%
LPL Financial
7
LPL Financial
California
$1.31M +$76.9K +2,783 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.21M -$54.1K -1,958 -4%
CCM
9
Colorado Capital Management
Colorado
$819K +$912K +32,986 New
AC
10
Arjuna Capital
North Carolina
$538K -$35.9K -1,300 -6%
PAG
11
Private Advisor Group
New Jersey
$498K +$46.3K +1,676 +9%
FANJ
12
Financial Architects (New Jersey)
New Jersey
$440K +$490K +17,716 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$384K -$5.22K -189 -1%
FAFN
14
First Affirmative Financial Network
Colorado
$269K -$53.9K -1,950 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$238K -$64.4K -2,328 -20%
LNWWM
16
Laird Norton Wetherby Wealth Management
California
$238K
E
17
ETFidea
New York
$231K -$48.6K -1,757 -16%
CFGS
18
Concourse Financial Group Securities
Alabama
$230K -$59.1K -2,139 -19%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$217K +$242K +8,751 New
WS
20
Wedbush Securities
California
$211K
Citadel Advisors
21
Citadel Advisors
Florida
$203K -$386K -13,957 -63%
TRCT
22
Tower Research Capital (TRC)
New York
$200K +$49.7K +1,798 +29%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$150K +$23.4K +845 +16%
SBL
24
Sargent Bickham Lagudis
Colorado
$58K
Morgan Stanley
25
Morgan Stanley
New York
$50K

CHGX Hedge Fund Activity: Q3 2022 in Review

29 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2022, worth a combined $26.9M — up 4.1% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CHGX positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Pathstone Family Office, adding an estimated $2.41M. The largest seller was Advisory Services Network, cutting an estimated $879K.

  • 29 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2022, up from 28 in Q2 2022.
  • Funds reported $26.9M of AXS Change Finance ESG ETF stock for Q3 2022, up 4.1% quarter-over-quarter.
  • 4 funds opened new AXS Change Finance ESG ETF positions in Q3 2022 and 3 closed out, a net change of +1 holder.
  • The largest AXS Change Finance ESG ETF buyer in Q3 2022 was Pathstone Family Office, an estimated $2.41M added.
  • The largest AXS Change Finance ESG ETF seller in Q3 2022 was Advisory Services Network, an estimated $879K sold.

Based on aggregated 13F filings for Q3 2022.