AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
33 hedge funds and large institutions have $33.3M invested in AXS Change Finance ESG ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $31.4M → $33.3M (+$1.92M)
3% more funds holding
Funds holding: 32 → 33 (+1)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
70% less call options, than puts
Call options by funds: $1.49M | Put options by funds: $5.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$1.16M |
| 2 |
I
IMPACTfolio
Denver,
Colorado
|
+$973K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$787K |
| 4 |
LPL Financial
San Diego,
California
|
+$722K |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$4.55M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$697K |
| 3 |
SAM
Stone Asset Management
Austin,
Texas
|
-$489K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$464K |
| 5 |
AC
Arjuna Capital
Durham,
North Carolina
|
-$320K |
CHGX Hedge Fund Activity: Q1 2023 in Review
33 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2023, worth a combined $33.3M — up 6.1% from $31.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CHGX positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Colorado Capital Management, adding an estimated $1.16M. The largest seller was Pathstone Family Office, cutting an estimated $4.55M.
- 33 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2023, up from 32 in Q4 2022.
- Funds reported $33.3M of AXS Change Finance ESG ETF stock for Q1 2023, up 6.1% quarter-over-quarter.
- 7 funds opened new AXS Change Finance ESG ETF positions in Q1 2023 and 5 closed out, a net change of +2 holders.
- The largest AXS Change Finance ESG ETF buyer in Q1 2023 was Colorado Capital Management, an estimated $1.16M added.
- The largest AXS Change Finance ESG ETF seller in Q1 2023 was Pathstone Family Office, an estimated $4.55M sold.
Based on aggregated 13F filings for Q1 2023.