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CHGX

AXS Change Finance ESG ETF

Delisted

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

32 hedge funds and large institutions have $31.4M invested in AXS Change Finance ESG ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

17% more capital invested

Capital invested by funds: $26.9M → $31.4M (+$4.49M)

10% more funds holding

Funds holding: 2932 (+3)

57% less call options, than puts

Call options by funds: $4.31M | Put options by funds: $9.96M

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
6
Closed
2
Calls
$4.31M
Puts
$9.96M
Net Calls
-$5.65M
Net Calls Change
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1
WCG Wealth Advisors
Nevada
$5.21M +$439K +16,220 +9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.91M +$748K +27,651 +18%
PFO
3
Pathstone Family Office
New Jersey
$4.75M -$587K -21,696 -11%
ASN
4
Advisory Services Network
Georgia
$2.41M +$55.6K +2,056 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.27M -$21.8K -806 -1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.55M -$170K -6,278 -10%
LPL Financial
7
LPL Financial
California
$1.53M +$103K +3,821 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.27M -$49.2K -1,818 -4%
CCM
9
Colorado Capital Management
Colorado
$1M +$114K +4,206 +13%
SAM
10
Stone Asset Management
Texas
$695K +$694K +25,637 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$659K +$657K +24,294 New
AC
12
Arjuna Capital
North Carolina
$591K +$2.81K +104 +0.5%
PAG
13
Private Advisor Group
New Jersey
$559K +$15.1K +558 +3%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$525K +$44.8K +1,655 +9%
TRCT
15
Tower Research Capital (TRC)
New York
$464K +$245K +9,054 +113%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$424K +$4.57K +169 +1%
FAFN
17
First Affirmative Financial Network
Colorado
$390K +$95.4K +3,527 +33%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$321K +$60.8K +2,248 +23%
CFGS
19
Concourse Financial Group Securities
Alabama
$312K +$60.7K +2,245 +24%
LNWWM
20
Laird Norton Wetherby Wealth Management
California
$260K
E
21
ETFidea
New York
$242K -$10.3K -379 -4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$237K
WS
23
Wedbush Securities
California
$230K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$141K -$22.9K -845 -14%
Morgan Stanley
25
Morgan Stanley
New York
$136K +$81.8K +3,022 +151%

CHGX Hedge Fund Activity: Q4 2022 in Review

32 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2022, worth a combined $31.4M — up 17% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CHGX positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $748K. The largest seller was Pathstone Family Office, cutting an estimated $587K.

  • 32 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2022, up from 29 in Q3 2022.
  • Funds reported $31.4M of AXS Change Finance ESG ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 6 funds opened new AXS Change Finance ESG ETF positions in Q4 2022 and 2 closed out, a net change of +4 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $748K added.
  • The largest AXS Change Finance ESG ETF seller in Q4 2022 was Pathstone Family Office, an estimated $587K sold.

Based on aggregated 13F filings for Q4 2022.