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CHGX

AXS Change Finance ESG ETF

Delisted

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

38 hedge funds and large institutions have $49M invested in AXS Change Finance ESG ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

39% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.71M

9% more funds holding

Funds holding: 3538 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $49.1M → $49M (-$36.3K)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
8
Reduced
14
Closed
4
Calls
$10.7M
Puts
$7.71M
Net Calls
+$2.97M
Net Calls Change
+$913K
Name Holding Trade Value Shares
Change
Change in
Stake
I
1
IMPACTfolio
Colorado
$15.9M -$1.03M -33,482 -7%
WWA
2
WCG Wealth Advisors
Nevada
$7.14M -$299K -9,677 -4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.06M -$104K -3,372 -2%
CCM
4
Colorado Capital Management
Colorado
$3.01M +$182K +5,893 +7%
LPL Financial
5
LPL Financial
California
$2.38M +$51.6K +1,670 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.26M -$40.8K -1,320 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.22M -$197K -6,368 -15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.08M -$83.3K -2,696 -8%
PAG
9
Private Advisor Group
New Jersey
$1.07M -$28.7K -928 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$693K +$6.24K +202 +1%
SI
11
Seeds Investor
New York
$631K +$587K +19,008 New
AC
12
Arjuna Capital
North Carolina
$577K +$233K +7,543 +77%
HighTower Advisors
13
HighTower Advisors
Illinois
$561K -$47.5K -1,537 -8%
TRCT
14
Tower Research Capital (TRC)
New York
$560K -$76.2K -2,467 -13%
MI
15
Moneywise Inc
Virginia
$516K +$268K +8,661 +126%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$507K +$472K +15,266 New
E
17
ETFidea
New York
$477K +$17.7K +574 +4%
GS
18
GTS Securities
New York
$407K +$379K +12,256 New
Citadel Advisors
19
Citadel Advisors
Florida
$403K +$375K +12,147 New
CFGS
20
Concourse Financial Group Securities
Alabama
$398K -$106K -3,423 -22%
FAFN
21
First Affirmative Financial Network
Colorado
$392K -$3K -97 -0.8%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$376K +$3.18K +103 +0.9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$368K -$32.4K -1,050 -9%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$324K
LNWWM
25
Laird Norton Wetherby Wealth Management
California
$319K

CHGX Hedge Fund Activity: Q4 2023 in Review

38 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2023, worth a combined $49M — down 0.07% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CHGX positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $472K. The largest seller was PFG Investments, exiting entirely with an estimated $4.75M sold.

  • 38 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $49M of AXS Change Finance ESG ETF stock for Q4 2023, down 0.07% quarter-over-quarter.
  • 8 funds opened new AXS Change Finance ESG ETF positions in Q4 2023 and 4 closed out, a net change of +4 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $472K added.
  • The largest AXS Change Finance ESG ETF seller in Q4 2023 was PFG Investments, an estimated $4.75M sold.

Based on aggregated 13F filings for Q4 2023.