AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
32 hedge funds and large institutions have $49.8M invested in AXS Change Finance ESG ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.
16% more capital invested
Capital invested by funds: $42.9M → $49.8M (+$6.93M)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
7% less call options, than puts
Call options by funds: $2.58M | Put options by funds: $2.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$4.91M |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
+$1.52M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$456K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$193K |
| 5 |
Morgan Stanley
New York
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.9M |
| 2 |
I
IMPACTfolio
Denver,
Colorado
|
-$648K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$640K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$321K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$234K |
CHGX Hedge Fund Activity: Q3 2024 in Review
32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q3 2024, worth a combined $49.8M — up 16% from $42.9M a quarter earlier.
Fund positioning in CHGX was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 11 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $4.91M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $4.9M sold.
- 32 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $49.8M of AXS Change Finance ESG ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 3 funds opened new AXS Change Finance ESG ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
- The largest AXS Change Finance ESG ETF buyer in Q3 2024 was World Investment Advisors, an estimated $4.91M added.
- The largest AXS Change Finance ESG ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $4.9M sold.
Based on aggregated 13F filings for Q3 2024.