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AXS Change Finance ESG ETF
CHGX

Overview Fund Activity

39 hedge funds and large institutions have $54.4M invested in AXS Change Finance ESG ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
39
Holders Change
+32
Holders Change %
+457.14%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$10.5M
2
WIA
2
World Investment Advisors
California
$5.4M
3
NI
3
Natural Investments
California
$7.56M
4
WA
4
Westfuller Advisors
New York
$3.39M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.7M

Top Sellers

1
CCM
1
Colorado Capital Management
Colorado
$0
2
SC
2
Stance Capital
Massachusetts
$5.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$244K 9,357 +9,357 New
Creative Planning
27
Creative Planning
Kansas
$210K 8,041 +8,041 New
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$205K 7,860 +7,860 New
RF
29
Rossby Financial
Florida
$150K 5,761 – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$149K 5,723 +5,723 New
TFM
31
TFC Financial Management
Massachusetts
$117K 4,491 +4,491 New
ADL
32
Asset Dedication LLC
California
$107K 4,115 – –
OP
33
ORG Partners
Indiana
$94.2K 3,608 +3,608 New
Raymond James Financial
34
Raymond James Financial
Florida
$90.5K 3,473 +3,473 New
SPIA
35
Steward Partners Investment Advisory
New York
$82.4K 3,159 +3,159 New
FFA
36
Farther Finance Advisors
California
$68.2K 2,616 +2,616 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$56.9K 2,181 +2,181 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$14K 536 +536 New
SAM
39
Smartleaf Asset Management
Massachusetts
$4.34K 168 +168 New
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$156 6 +6 New
Wells Fargo
41
Wells Fargo
California
– – – –
CCM
42
Colorado Capital Management
Colorado
– – -127,439 Closed
1
2