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CHGX

AXS Change Finance ESG ETF

Delisted

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

31 hedge funds and large institutions have $45.4M invested in AXS Change Finance ESG ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $8.68M | Put options by funds: $8.74M

10% less capital invested

Capital invested by funds: $50.5M → $45.4M (-$5.03M)

14% less funds holding

Funds holding: 3631 (-5)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
31
Holders Change
-5
Holders Change %
-13.89%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
14
Closed
7
Calls
$8.68M
Puts
$8.74M
Net Calls
-$64K
Net Calls Change
-$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFG Investments
New York
$9.76M -$144K -3,757 -1%
WWA
2
WCG Wealth Advisors
Nevada
$8.65M -$812K -21,141 -8%
WIA
3
World Investment Advisors
California
$4.9M
NI
4
Natural Investments
California
$3.33M +$63K +1,641 +2%
WA
5
Westfuller Advisors
New York
$3.08M +$14.1K +368 +0.4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.54M +$147K +3,815 +6%
LPL Financial
7
LPL Financial
California
$1.51M -$96.9K -2,522 -6%
CCM
8
Colorado Capital Management
Colorado
$1.43M -$1.22M -31,679 -45%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.22M -$21.9K -570 -2%
SI
10
Seeds Investor
New York
$1.19M -$180K -4,692 -13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.12M -$46.1K -1,200 -4%
PAG
12
Private Advisor Group
New Jersey
$1.09M -$59.2K -1,541 -5%
TRCT
13
Tower Research Capital (TRC)
New York
$996K +$514K +13,393 +98%
Osaic Holdings
14
Osaic Holdings
Arizona
$824K -$258K -6,708 -23%
HighTower Advisors
15
HighTower Advisors
Illinois
$526K -$22.2K -578 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$464K +$196K +5,112 +68%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$455K
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$450K +$469K +12,218 New
FAFN
19
First Affirmative Financial Network
Colorado
$400K -$21.4K -558 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$395K -$14.3K -371 -3%
DWM
21
Denver Wealth Management
Colorado
$285K -$67.2K -1,750 -18%
Morgan Stanley
22
Morgan Stanley
New York
$222K +$19.2K +500 +9%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$132K -$384 -10 -0.3%
MEG
24
Millstone Evans Group
Colorado
$111K
OP
25
ORG Partners
Indiana
$85.5K

CHGX Hedge Fund Activity: Q1 2025 in Review

31 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2025, worth a combined $45.4M — down 10% from $50.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CHGX and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 7 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $514K. The largest seller was Colorado Capital Management, cutting an estimated $1.22M.

  • 31 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2025, down from 36 in Q4 2024.
  • Funds reported $45.4M of AXS Change Finance ESG ETF stock for Q1 2025, down 10% quarter-over-quarter.
  • 3 funds opened new AXS Change Finance ESG ETF positions in Q1 2025 and 7 closed out, a net change of -4 holders.
  • The largest AXS Change Finance ESG ETF buyer in Q1 2025 was Tower Research Capital (TRC), an estimated $514K added.
  • The largest AXS Change Finance ESG ETF seller in Q1 2025 was Colorado Capital Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2025.