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CHGX

AXS Change Finance ESG ETF

Delisted

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

37 hedge funds and large institutions have $38.1M invested in AXS Change Finance ESG ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $33.3M → $38.1M (+$4.78M)

12% more funds holding

Funds holding: 3337 (+4)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

67% less call options, than puts

Call options by funds: $3.07M | Put options by funds: $9.4M

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
14
Closed
3
Calls
$3.07M
Puts
$9.4M
Net Calls
-$6.33M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1
WCG Wealth Advisors
Nevada
$7.07M +$1.03M +35,165 +18%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.8M +$46.3K +1,572 +0.9%
PI
3
PFG Investments
New York
$4.95M +$313K +10,630 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.12M +$489K +16,625 +20%
CCM
5
Colorado Capital Management
Colorado
$2.56M +$115K +3,921 +5%
LPL Financial
6
LPL Financial
California
$2.18M -$366K -12,424 -15%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.42M -$254K -8,628 -16%
I
8
IMPACTfolio
Colorado
$1.3M +$214K +7,271 +21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.23M -$12.8K -436 -1%
TRCT
10
Tower Research Capital (TRC)
New York
$782K +$736K +25,019 New
Osaic Holdings
11
Osaic Holdings
Arizona
$643K -$47.6K -1,619 -7%
AWE
12
Avidian Wealth Enterprises
Texas
$615K +$120K +4,083 +26%
PAG
13
Private Advisor Group
New Jersey
$595K -$72.8K -2,475 -12%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$535K -$55.5K -1,887 -10%
GS
15
GTS Securities
New York
$504K +$474K +16,122 New
CFGS
16
Concourse Financial Group Securities
Alabama
$438K -$11.9K -403 -3%
E
17
ETFidea
New York
$425K -$18.1K -615 -4%
FAFN
18
First Affirmative Financial Network
Colorado
$421K -$41.3K -1,403 -9%
PFO
19
Pathstone Family Office
New Jersey
$412K -$28.9K -982 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$395K +$372K +12,633 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$379K -$4.12K -140 -1%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$350K -$130K -4,430 -28%
AC
23
Arjuna Capital
North Carolina
$307K -$19.1K -649 -6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$305K +$44.7K +1,518 +18%
LNWWM
25
Laird Norton Wetherby Wealth Management
California
$300K

CHGX Hedge Fund Activity: Q2 2023 in Review

37 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q2 2023, worth a combined $38.1M — up 14% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CHGX positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was WCG Wealth Advisors, adding an estimated $1.03M. The largest seller was Advisory Services Network, exiting entirely with an estimated $2.62M sold.

  • 37 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $38.1M of AXS Change Finance ESG ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 9 funds opened new AXS Change Finance ESG ETF positions in Q2 2023 and 3 closed out, a net change of +6 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q2 2023 was WCG Wealth Advisors, an estimated $1.03M added.
  • The largest AXS Change Finance ESG ETF seller in Q2 2023 was Advisory Services Network, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2023.