CHGX

AXS Change Finance ESG ETF
CHGX

Overview Fund Activity
Delisted

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

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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.

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

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$4.88M
2
CCM
2
Colorado Capital Management
Colorado
$819K
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$440K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$217K

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$2.15M
2
Citadel Advisors
2
Citadel Advisors
Florida
$203K
3
WWA
3
WCG Wealth Advisors
Nevada
$4.74M
4
DWM
4
Denver Wealth Management
Colorado
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
1
Pathstone Family Office
New Jersey
$4.88M 196,720 +87,168 +80%
WWA
2
WCG Wealth Advisors
Nevada
$4.74M 175,845 -9,372 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.81M 153,275 +494 +0.3%
ASN
4
Advisory Services Network
Georgia
$2.15M 86,645 -31,780 -27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.1M 84,611 +9,496 +13%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.58M 63,494 -2,542 -4%
LPL Financial
7
LPL Financial
California
$1.31M 52,770 +2,783 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.21M 48,668 -1,958 -4%
CCM
9
Colorado Capital Management
Colorado
$819K 32,986 +32,986 New
AC
10
Arjuna Capital
North Carolina
$538K 21,681 -1,300 -6%
PAG
11
Private Advisor Group
New Jersey
$498K 20,066 +1,676 +9%
FANJ
12
Financial Architects (New Jersey)
New Jersey
$440K 17,716 +17,716 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$384K 15,466 -189 -1%
FAFN
14
First Affirmative Financial Network
Colorado
$269K 10,850 -1,950 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$238K 9,571 -2,328 -20%
LNWWM
16
Laird Norton Wetherby Wealth Management
California
$238K 9,594 – –
E
17
ETFidea
New York
$231K 9,317 -1,757 -16%
CFGS
18
Concourse Financial Group Securities
Alabama
$230K 9,244 -2,139 -19%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$217K 8,751 +8,751 New
WS
20
Wedbush Securities
California
$211K 8,493 – –
Citadel Advisors
21
Citadel Advisors
Florida
$203K 8,183 -13,957 -63%
TRCT
22
Tower Research Capital (TRC)
New York
$200K 8,043 +1,798 +29%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$150K 6,035 +845 +16%
SBL
24
Sargent Bickham Lagudis
Colorado
$58K 2,323 – –
Morgan Stanley
25
Morgan Stanley
New York
$50K 2,000 – –
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