AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
40 hedge funds and large institutions have $46M invested in AXS Change Finance ESG ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.
103% more call options, than puts
Call options by funds: $8.92M | Put options by funds: $4.41M
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more funds holding
Funds holding: 38 → 40 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.01% less ownership
Funds ownership: 37.02% → 36.01% (-1%)
6% less capital invested
Capital invested by funds: $48.9M → $46M (-$2.98M)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
+$7.64M |
| 2 |
Jane Street
New York
|
+$365K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$359K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$340K |
| 5 |
SI
Seeds Investor
New York
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
I
IMPACTfolio
Denver,
Colorado
|
-$15.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.59M |
| 3 |
LPL Financial
San Diego,
California
|
-$895K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$418K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$407K |
CHGX Hedge Fund Activity: Q1 2024 in Review
40 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2024, worth a combined $46M — down 6.1% from $48.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CHGX positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was PFG Investments, opening a new position worth an estimated $7.64M. The largest seller was IMPACTfolio, cutting an estimated $15.2M.
- 40 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2024, up from 38 in Q4 2023.
- Funds reported $46M of AXS Change Finance ESG ETF stock for Q1 2024, down 6.1% quarter-over-quarter.
- 8 funds opened new AXS Change Finance ESG ETF positions in Q1 2024 and 6 closed out, a net change of +2 holders.
- The largest AXS Change Finance ESG ETF buyer in Q1 2024 was PFG Investments, an estimated $7.64M added.
- The largest AXS Change Finance ESG ETF seller in Q1 2024 was IMPACTfolio, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2024.