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AXS Change Finance ESG ETF

44 hedge funds and large institutions have $59.3M invested in AXS Change Finance ESG ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $54.3M → $59.3M (+$5.05M)

4.34% more ownership

Funds ownership: 38.96%43.3% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

4% less funds holding

Funds holding: 4644 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PFG Investments
New York
$11.4M +$35.9K +1,292 +0.3%
NI
2
Natural Investments
California
$8.44M +$329K +11,847 +4%
SC
3
Stance Capital
Massachusetts
$7.14M +$173K +6,248 +2%
WIA
4
World Investment Advisors
California
$5.55M
CCM
5
Colorado Capital Management
Colorado
$4.35M +$4.51M +162,346 New
WA
6
Westfuller Advisors
New York
$3M +$74.8K +2,695 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.06M -$85K -3,064 -4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.95M +$126K +4,546 +7%
PAG
9
Private Advisor Group
New Jersey
$1.9M -$36.2K -1,305 -2%
LPL Financial
10
LPL Financial
California
$1.78M -$25.3K -913 -1%
SI
11
Seeds Investor
New York
$1.37M +$194K +6,985 +17%
FAFN
12
First Affirmative Financial Network
Colorado
$1.22M +$1.26M +45,517 New
LSIA
13
LaSalle St. Investment Advisors
Illinois
$1.03M -$10.5K -379 -1%
WWA
14
WCG Wealth Advisors
Nevada
$1.02M -$216K -7,769 -17%
MASUI
15
MIRAE ASSET SECURITIES (USA) INC.
New York
$962K +$615K +22,151 +162%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$827K +$589K +21,214 +220%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$729K -$17.4K -628 -2%
SA
18
Sanctuary Advisors
Indiana
$611K +$632K +22,769 New
TRCT
19
Tower Research Capital (TRC)
New York
$544K +$264K +9,500 +88%
HighTower Advisors
20
HighTower Advisors
Illinois
$520K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$436K -$11.1K -400 -2%
LNWTC
22
Laird Norton Wetherby Trust Company
Washington
$400K -$596K -21,469 -59%
AWMM
23
Aegis Wealth Management (Maryland)
Maryland
$378K
Morgan Stanley
24
Morgan Stanley
New York
$251K
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$211K

CHGX Hedge Fund Activity: Q1 2026 in Review

44 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q1 2026, worth a combined $59.3M — up 9.3% from $54.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CHGX and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.

The largest buyer was Colorado Capital Management, opening a new position worth an estimated $4.51M. The largest seller was Osaic Holdings, exiting entirely with an estimated $809K sold.

  • 44 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q1 2026, down from 46 in Q4 2025.
  • Funds reported $59.3M of AXS Change Finance ESG ETF stock for Q1 2026, up 9.3% quarter-over-quarter.
  • 6 funds opened new AXS Change Finance ESG ETF positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest AXS Change Finance ESG ETF buyer in Q1 2026 was Colorado Capital Management, an estimated $4.51M added.
  • The largest AXS Change Finance ESG ETF seller in Q1 2026 was Osaic Holdings, an estimated $809K sold.

Based on aggregated 13F filings for Q1 2026.