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CHGX

AXS Change Finance ESG ETF
CHGX

Delisted

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

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35 hedge funds and large institutions have $49.1M invested in AXS Change Finance ESG ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

35% more call options, than puts

Call options by funds: $7.99M | Put options by funds: $5.92M

29% more capital invested

Capital invested by funds: $38.1M → $49.1M (+$11M)

5% less funds holding

Funds holding: 37 → 35 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
12
Reduced
7
Closed
3
Calls
$7.99M
Puts
$5.92M
Net Calls
+$2.06M
Net Calls Change
+$8.39M

Top Buyers

Rank Fund Capital Flow
1
I
IMPACTfolio
Colorado
+$14.6M
2
HighTower Advisors
HighTower Advisors
Illinois
+$568K
3
PAG
Private Advisor Group
New Jersey
+$453K
4
CCM
Colorado Capital Management
Colorado
+$87.7K
5
PI
PFG Investments
New York
+$62.1K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$945K
2
GS
GTS Securities
New York
-$504K
3
Citadel Advisors
Citadel Advisors
Florida
-$395K
4
TRCT
Tower Research Capital (TRC)
New York
-$176K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
I
1
IMPACTfolio
Colorado
$15.2M +$14.6M +471,824 +1,131%
WWA
2
WCG Wealth Advisors
Nevada
$7.09M -$64.5K -2,080 -0.9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.5M +$3.41K +110 +0.1%
PI
4
PFG Investments
New York
$4.75M +$62.1K +2,003 +1%
CCM
5
Colorado Capital Management
Colorado
$2.51M +$87.7K +2,828 +3%
LPL Financial
6
LPL Financial
California
$2.07M +$7.82K +252 +0.4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.06M -$945K -30,486 -31%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.27M -$76.2K -2,458 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.04M -$125K -4,015 -10%
PAG
10
Private Advisor Group
New Jersey
$983K +$453K +14,600 +78%
Osaic Holdings
11
Osaic Holdings
Arizona
$612K +$3.47K +112 +0.5%
AWE
12
Avidian Wealth Enterprises
Texas
$582K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$572K -$176K -5,680 -23%
HighTower Advisors
14
HighTower Advisors
Illinois
$540K +$568K +18,324 New
CFGS
15
Concourse Financial Group Securities
Alabama
$456K +$42.8K +1,381 +10%
E
16
ETFidea
New York
$408K +$6.05K +195 +1%
PFO
17
Pathstone Family Office
New Jersey
$389K -$868 -28 -0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$358K – – –
FAFN
19
First Affirmative Financial Network
Colorado
$352K -$48.5K -1,563 -12%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$332K – – –
AC
21
Arjuna Capital
North Carolina
$291K – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$289K – – –
LNWWM
23
Laird Norton Wetherby Wealth Management
California
$284K – – –
WS
24
Wedbush Securities
California
$251K +$44.6K +1,438 +20%
DWM
25
Denver Wealth Management
Colorado
$229K +$9.55K +308 +4%
1
2

CHGX Hedge Fund Activity: Q3 2023 in Review

35 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2023, worth a combined $49.1M — up 29% from $38.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CHGX and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.

The largest buyer was IMPACTfolio, adding an estimated $14.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $945K.

  • 35 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2023, down from 37 in Q2 2023.
  • Funds reported $49.1M of AXS Change Finance ESG ETF stock for Q3 2023, up 29% quarter-over-quarter.
  • 2 funds opened new AXS Change Finance ESG ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
  • The largest AXS Change Finance ESG ETF buyer in Q3 2023 was IMPACTfolio, an estimated $14.6M added.
  • The largest AXS Change Finance ESG ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $945K sold.

Based on aggregated 13F filings for Q3 2023.