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CHGX

AXS Change Finance ESG ETF

Delisted

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

36 hedge funds and large institutions have $50.5M invested in AXS Change Finance ESG ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

28% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $6.22M

13% more funds holding

Funds holding: 3236 (+4)

1% more capital invested

Capital invested by funds: $49.8M → $50.5M (+$671K)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
8
Reduced
14
Closed
2
Calls
$7.97M
Puts
$6.22M
Net Calls
+$1.75M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFG Investments
New York
$10.2M +$109K +2,794 +1%
WWA
2
WCG Wealth Advisors
Nevada
$9.72M +$125K +3,189 +1%
WIA
3
World Investment Advisors
California
$5.06M
NI
4
Natural Investments
California
$3.37M +$3.48M +88,870 New
WA
5
Westfuller Advisors
New York
$3.16M -$239K -6,115 -7%
CCM
6
Colorado Capital Management
Colorado
$2.67M -$571K -14,605 -17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.48M +$552K +14,108 +28%
LPL Financial
8
LPL Financial
California
$1.65M -$14.9K -382 -0.9%
SI
9
Seeds Investor
New York
$1.41M -$84.9K -2,171 -6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.28M -$352 -9 -0%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.2M -$70.3K -1,797 -5%
PAG
12
Private Advisor Group
New Jersey
$1.19M -$394K -10,059 -24%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.1M -$137K -3,498 -11%
I
14
IMPACTfolio
Colorado
$766K -$154K -3,945 -16%
HighTower Advisors
15
HighTower Advisors
Illinois
$565K +$46.1K +1,179 +9%
TRCT
16
Tower Research Capital (TRC)
New York
$519K +$11.3K +288 +2%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$469K
CFGS
18
Concourse Financial Group Securities
Alabama
$448K -$27.5K -703 -6%
FAFN
19
First Affirmative Financial Network
Colorado
$433K -$4.07K -104 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$421K
LNWWM
21
Laird Norton Wetherby Wealth Management
California
$364K
DWM
22
Denver Wealth Management
Colorado
$360K +$2.03K +52 +0.6%
AC
23
Arjuna Capital
North Carolina
$316K +$2.31K +59 +0.7%
Citadel Advisors
24
Citadel Advisors
Florida
$285K +$293K +7,501 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$226K -$785K -20,073 -77%

CHGX Hedge Fund Activity: Q4 2024 in Review

36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q4 2024, worth a combined $50.5M — up 1.3% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHGX positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $552K. The largest seller was Susquehanna International Group, cutting an estimated $785K.

  • 36 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $50.5M of AXS Change Finance ESG ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 7 funds opened new AXS Change Finance ESG ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $552K added.
  • The largest AXS Change Finance ESG ETF seller in Q4 2024 was Susquehanna International Group, an estimated $785K sold.

Based on aggregated 13F filings for Q4 2024.